Replacement verdicts
Curated replacements grouped by fit, tradeoffs, pricing flexibility, and platform access. Use this list to decide which Addepar competitor is worth testing first.
Looking for a Addepar replacement? We've profiled 4 alternatives by workflow fit, pricing flexibility, caveats, and platform access. Whether you need a free option to trial, mobile-ready workflows, or API integrations, this list helps you choose what to test first.
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Best for: Single-family offices, multi-family offices, RIAs, private banks, and professional-services firms managing complex UHNW wealth.
Watch for: Not for self-directed retail: Masttro is scoped for UHNW families and professional wealth organizations, not casual portfolio tracking.
Best for: RIAs, broker-dealers, banks, asset managers, and fintechs that need an enterprise wealth ecosystem across planning, proposal, trading, reporting, billing, data, and APIs.
Watch for: Enterprise-only buying path: Pricing and entitlements are determined through sales engagement. There is no public self-serve price table.
Best for: RIAs, broker-dealers, family offices, banks, and trusts that need portfolio accounting, reporting, billing, client portals, and modular wealth operations.
Watch for: Enterprise sales motion: Pricing is not self-serve and depends on firm size, modules, implementation, and relationship scope.
Best for: RIAs and wealth firms that want portfolio accounting, trading, CRM, planning, compliance, risk, and client portals in one advisor stack.
Watch for: Advisor-firm product, not retail: Orion Advisor Tech is built for advisory firms and wealth businesses, not individual investors looking for a personal tracker.
Our ranked order by workflow overlap and quality.
Bottom line: Single-family offices, multi-family offices, RIAs, private banks, and professional-services firms managing complex UHNW wealth.
Contact for pricing
Bottom line: RIAs, broker-dealers, family offices, banks, and trusts that need portfolio accounting, reporting, billing, client portals, and modular wealth operations.
Contact for pricing
Bottom line: RIAs and wealth firms that want portfolio accounting, trading, CRM, planning, compliance, risk, and client portals in one advisor stack.
$275/moto go paid
No comparable monthly price for Addepar
Bottom line: RIAs, broker-dealers, banks, asset managers, and fintechs that need an enterprise wealth ecosystem across planning, proposal, trading, reporting, billing, data, and APIs.
Contact for pricing
Masttro is the closest drop-in replacement with overlapping coverage in Wealth Management, Portfolio, and Advisor Operations while adding Custom Dashboards and Audit Trail / Supervision coverage and Unified wealth OS for UHNW family offices, multi-family offices, wealth advisors, institutions, and professional services firms, delivering a single, accurate view of total net worth across all assets, geographies, currencies, and entity structures. and Direct data aggregation from 700+ proprietary custodian feeds (no screen scraping or third-party intermediaries), powering verified daily transaction and position data across bankable and non-bankable assets. features (workflow overlap ~71%).
Round out your stack with new coverage areas like Custom Dashboards, Audit Trail / Supervision, Webhooks, and Insider Compliance / Pre-clearance.
Addepar still leads on Data Visualizations, so keep it handy for those workflows.
Most shared categories across the top matches.
Categories the alternatives add beyond Addepar.
Free to start
0/4
0 of 4 start free, which Addepar does not.
Paid plans from
$275/mo
Orion Advisor Tech is the cheapest listed monthly upgrade. No comparable monthly price is listed for Addepar.
Mobile app
4 of 4
4 have a mobile app, like Addepar.
API access
4 of 4
4 expose an API or data feed, usually on a paid plan.
Hands-on tested
0 of 4
0 tested hands-on. 0 are analyst picks.
Coverage overlap
67%
Average share of Addepar categories each alternative covers.
Masttro, SS&C Black Diamond Wealth Solutions, and Orion Advisor Tech share the most workflows with Addepar, in that order. Start with the one whose Keep list matches what you use daily.
Between them the top matches cover Advisor Operations, APIs & Data Feeds, Broker Connectors, Portfolio, Tax Lots / Lot Optimization, and Wealth Management. Addepar workflows in those areas move over as they are. The Lose column on each card names what does not.
None of the alternatives here cover Data Visualizations. Keep Addepar for that, or run both tools side by side.
Missing an alternative, or is a listing out of date? Tell me and I will look.
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.