Envestnet Wealth Management Platform overlaps on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record and pushes into CRM & Workflow and Document Vault & e-Signature with Addepar and is the quickest matchup to review first.
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
PRICE: 0 CENTS
Matchup hub
Compare Addepar
Every head-to-head showdown featuring Addepar. Review coverage overlap, standout differentiators, and pricing context before you request demos.
Quick takeaways
Sharesight, Koyfin, and Portfolio123 keep freemium tiers so you can benchmark Addepar without committing budget.
Addepar rivals most often add coverage in Screeners, Alerts, and Watchlist, so focus there when evaluating upgrades.
24
Matchups catalogued
17
Include free tiers
14
Offer mobile access
44%
Avg category overlap
Category heatmap
How Addepar stacks up
Spot the coverage themes most often compared against this tool and where rivals extend or lag.
Shared battlegrounds
Categories that appear in the majority of head-to-head matchups.
- APIs & SDKs20
- Data APIs19
- Portfolio18
- Data Visualizations16
- Broker Connectors9
- Client & Investor Reporting7
Where rivals add depth
Common coverage areas that comparison partners introduce beyond Addepar.
- Screeners13
- Alerts11
- Watchlist10
- Blogs9
- Financials9
- Risk Metrics7
Where Addepar stands alone
Categories that remain exclusive to Addepar across these matchups.
- Tax Lots / Lot Optimization23
- Alternatives / Capital Calls & Distributions21
- Fee Billing & Invoicing21
- Rebalancing & Trading21
- Wealth Management21
- Portfolio Accounting / Book of Record20
Matchups
Dive into the full comparison roster
Start with the closest overlaps, then branch into tools that push Addepar into new workflows.
Envestnet Wealth Management Platform
80% overlapEnvestnet Wealth Management Platform overlaps on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record, adds CRM & Workflow, Document Vault & e-Signature, and Webhooks coverage while matching Addepar.
Shared categories
Envestnet Wealth Management Platform adds
- CRM & Workflow
- Document Vault & e-Signature
- Webhooks
Addepar keeps to itself
- Alternatives / Capital Calls & Distributions
- Data Visualizations
- Tax Lots / Lot Optimization
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Orion Advisor Tech
80% overlapOrion Advisor Tech overlaps on Portfolio Accounting / Book of Record, Client & Investor Reporting, and Alternatives / Capital Calls & Distributions, adds GIPS Composite Reporting, CRM & Workflow, and Risk Metrics coverage while matching Addepar.
Shared categories
Orion Advisor Tech adds
- GIPS Composite Reporting
- CRM & Workflow
- Risk Metrics
- Scenario & Stress Tests
Addepar keeps to itself
- Wealth Management
- Portfolio
- Data Visualizations
Shared platforms
WebMobileAPI
Shared pricing
Subscription
SS&C Black Diamond Wealth Solutions
73% overlapSS&C Black Diamond Wealth Solutions overlaps on Portfolio, Portfolio Accounting / Book of Record, and Client & Investor Reporting, adds CRM & Workflow, Document Vault & e-Signature, and Webhooks coverage while matching Addepar.
Shared categories
SS&C Black Diamond Wealth Solutions adds
- CRM & Workflow
- Document Vault & e-Signature
- Webhooks
- Insider Compliance / Pre-clearance
Addepar keeps to itself
- Wealth Management
- Data Visualizations
- Tax Lots / Lot Optimization
- Data APIs
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Masttro
79% overlapMasttro overlaps on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record, adds Document Vault & e-Signature, Custom Dashboards, and Audit Trail / Supervision coverage while matching Addepar.
Shared categories
Masttro adds
- Document Vault & e-Signature
- Custom Dashboards
- Audit Trail / Supervision
Addepar keeps to itself
- Fee Billing & Invoicing
- Rebalancing & Trading
- Data Visualizations
- Tax Lots / Lot Optimization
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Sharesight
47% overlapSharesight overlaps on Wealth Management, Portfolio, and Client & Investor Reporting, adds Risk Metrics, Performance Attribution, and Downloadable Tax Reports coverage while matching Addepar.
Shared categories
Sharesight adds
- Risk Metrics
- Performance Attribution
- Downloadable Tax Reports
- Capital Gains Estimator
Addepar keeps to itself
- Portfolio Accounting / Book of Record
- Alternatives / Capital Calls & Distributions
- Householding & Multi-Entity
- Fee Billing & Invoicing
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Kubera
63% overlapKubera overlaps on Portfolio, Client Portal & Mobile App, and Data APIs, adds Custom Dashboards, Blogs, and Education coverage while matching Addepar.
Kubera adds
- Custom Dashboards
- Blogs
- Education
Addepar keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Alternatives / Capital Calls & Distributions
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Koyfin
33% overlapEditor’s pick
Hands-on review
Koyfin overlaps on Portfolio, Client & Investor Reporting, and Householding & Multi-Entity, adds Screeners, ETF Screeners, and Custom Dashboards coverage while matching Addepar.
Shared categories
Koyfin adds
- Screeners
- ETF Screeners
- Custom Dashboards
- Correlation
Addepar keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Alternatives / Capital Calls & Distributions
- Client Portal & Mobile App
Shared platforms
WebMobile
Shared pricing
Subscription
Portfolio123
33% overlapEditor’s pick
Hands-on review
Portfolio123 overlaps on Portfolio, Data Visualizations, and Data APIs, adds Screeners, Quant, and Stock Ideas coverage while matching Addepar.
Shared categories
Portfolio123 adds
- Screeners
- Quant
- Stock Ideas
- Watchlist
Addepar keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Alternatives / Capital Calls & Distributions
Shared platforms
WebAPI
Shared pricing
Subscription
YCharts
33% overlapHands-on review
YCharts overlaps on Portfolio, Client & Investor Reporting, and Model Portfolios & Sleeves, adds Screeners, Stock Comparison, and ETF Comparison coverage while matching Addepar.
Shared categories
YCharts adds
- Screeners
- Stock Comparison
- ETF Comparison
- Watchlist
Addepar keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Alternatives / Capital Calls & Distributions
- Householding & Multi-Entity
Shared platforms
Web
Shared pricing
Subscription
ETF Insider
29% overlapEditor’s pick
Hands-on review
ETF Insider overlaps on Portfolio, Data Visualizations, and Data APIs, adds ETF Screeners, Screeners, and Factor Exposure coverage while matching Addepar.
Shared categories
ETF Insider adds
- ETF Screeners
- Screeners
- Factor Exposure
- Risk Metrics
Addepar keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Alternatives / Capital Calls & Distributions
Shared platforms
WebAPI
Shared pricing
Subscription
Fiscal.ai
27% overlapEditor’s pick
Hands-on review
Fiscal.ai overlaps on Portfolio, Data Visualizations, and Data APIs, adds Screeners, Stock Comparison, and Watchlist coverage while matching Addepar.
Shared categories
Fiscal.ai adds
- Screeners
- Stock Comparison
- Watchlist
- Investor Holdings
Addepar keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Alternatives / Capital Calls & Distributions
Shared platforms
WebAPI
Shared pricing
Subscription
PortfoliosLab
29% overlapPortfoliosLab overlaps on Portfolio, Data Visualizations, and Data APIs, adds Watchlist, Backtesting, and Correlation coverage while matching Addepar.
Shared categories
PortfoliosLab adds
- Watchlist
- Backtesting
- Correlation
- Risk Metrics
Addepar keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Alternatives / Capital Calls & Distributions
Shared platforms
WebAPI
Shared pricing
Subscription
Uncle Stock
33% overlapEditor’s pick
Hands-on review
Uncle Stock overlaps on Portfolio, Data Visualizations, and Data APIs, adds Screeners, Backtesting, and Financials coverage while matching Addepar.
Shared categories
Uncle Stock adds
- Screeners
- Backtesting
- Financials
- Valuation Models
Addepar keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Alternatives / Capital Calls & Distributions
Shared platforms
WebAPI
Shared pricing
Subscription
Tradervue
80% overlapTradervue overlaps on Portfolio, Data Visualizations, and APIs & SDKs, adds Risk Metrics coverage while matching Addepar.
Shared categories
Tradervue adds
- Risk Metrics
Addepar keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Alternatives / Capital Calls & Distributions
Shared platforms
Web
Shared pricing
Subscription
FlightAware
60% overlapFlightAware overlaps on Data Visualizations, Data APIs, and APIs & SDKs, adds Alerts and Satellite / Geospatial coverage while matching Addepar.
Shared categories
FlightAware adds
- Alerts
- Satellite / Geospatial
Addepar keeps to itself
- Wealth Management
- Portfolio
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Ghostfolio
100% overlapGhostfolio overlaps on Portfolio, Data Visualizations, and APIs & SDKs while matching Addepar.
Shared categories
Addepar keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Alternatives / Capital Calls & Distributions
Shared platforms
WebMobileAPI
Shared pricing
Subscription
GuruFocus
20% overlapEditor’s pick
Hands-on review
GuruFocus overlaps on Portfolio, Data Visualizations, and Data APIs, adds Screeners, Stock Ideas, and Stock Comparison coverage while matching Addepar.
Shared categories
GuruFocus adds
- Screeners
- Stock Ideas
- Stock Comparison
- Investor Holdings
Addepar keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Alternatives / Capital Calls & Distributions
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Interactive Brokers (IBKR)
21% overlapEditor’s pick
Hands-on review
Interactive Brokers (IBKR) overlaps on Portfolio, Data APIs, and APIs & SDKs, adds Brokerage, Advanced Order Types, and Smart/Direct Routing coverage while matching Addepar.
Shared categories
Interactive Brokers (IBKR) adds
- Brokerage
- Advanced Order Types
- Smart/Direct Routing
- Paper Trading
Addepar keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Alternatives / Capital Calls & Distributions
Shared platforms
WebMobileAPI
Shared pricing
Subscription
OpenBB
25% overlapOpenBB overlaps on Data Visualizations, Data APIs, and APIs & SDKs, adds Sheets / Excel Add-ins, Custom Dashboards, and AI coverage while matching Addepar.
Shared categories
OpenBB adds
- Sheets / Excel Add-ins
- Custom Dashboards
- AI
- AI Chat
Addepar keeps to itself
- Wealth Management
- Portfolio
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
Shared platforms
WebMobileAPI
Shared pricing
Subscription
TipRanks
20% overlapEditor’s pick
Hands-on review
TipRanks overlaps on Portfolio, Data APIs, and APIs & SDKs, adds Stock Ideas, Top Analysts, and Screeners coverage while matching Addepar.
Shared categories
TipRanks adds
- Stock Ideas
- Top Analysts
- Screeners
- ETF Screeners
Addepar keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Alternatives / Capital Calls & Distributions
Shared platforms
WebMobileAPI
Shared pricing
Subscription
FRED (Federal Reserve Economic Data)
30% overlapFRED (Federal Reserve Economic Data) overlaps on Data Visualizations, Data APIs, and APIs & SDKs, adds Inflation Rates, Unemployment Rates, and GDP coverage while matching Addepar.
Shared categories
FRED (Federal Reserve Economic Data) adds
- Inflation Rates
- Unemployment Rates
- GDP
- Interest Rates
Addepar keeps to itself
- Wealth Management
- Portfolio
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
Shared platforms
WebMobileAPI
Börsdata
20% overlapBörsdata overlaps on Data Visualizations, Data APIs, and APIs & SDKs, adds Screeners, Stock Ideas, and Index Rebalancing coverage while matching Addepar.
Shared categories
Börsdata adds
- Screeners
- Stock Ideas
- Index Rebalancing
- Watchlist
Addepar keeps to itself
- Wealth Management
- Portfolio
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
Shared platforms
WebAPI
Shared pricing
Subscription
Dune
23% overlapDune overlaps on Data Visualizations, Data APIs, and APIs & SDKs, adds On-chain Analytics, DEX / DeFi, and Wallet / Address Monitoring coverage while matching Addepar.
Shared categories
Dune adds
- On-chain Analytics
- DEX / DeFi
- Wallet / Address Monitoring
- NFT Markets
Addepar keeps to itself
- Wealth Management
- Portfolio
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
Shared platforms
WebAPI
Shared pricing
Subscription
ETF Action
20% overlapETF Action overlaps on Portfolio, Data Visualizations, and Data APIs, adds ETF Overview, ETF Performance, and ETF Holdings coverage while matching Addepar.
Shared categories
ETF Action adds
- ETF Overview
- ETF Performance
- ETF Holdings
- ETF Fundamentals
Addepar keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Alternatives / Capital Calls & Distributions
Shared platforms
WebAPI
Shared pricing
Subscription
Curation & Accuracy
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.