VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Sunday, May 31, 2026
Tool Comparison · Sunday, May 31, 2026
Addepar vs CB Insights
Addepar vs CB Insights: which investing tool fits your workflow? Compare pricing, features, platforms, and verdict in seconds.
Addepar
addepar.com
Best for wealth management, and portfolio
- Pricing
- Contact for pricing
- Platforms
- Web, Mobile, API
CB Insights
cbinsights.com
Best for sheets / excel add-ins, and screeners
- Pricing
- Subscription
- Platforms
- Web, Mobile, API
Outbound links may include affiliate or sponsor codes.
Comparison snapshot
Who should choose which?
Choose
Addepar if…
- You need multi-product web and data platform for wealth managers, family offices, private banks and institutions, aggregating “every ownable asset” across 50+ markets worldwide into a single source of truth for even the most complex portfolios.
- You need global data and ai platform positioning, with public 2026 materials citing more than $9t in assets on the platform.
- You need comprehensive, customizable portfolio reporting and dashboards that can combine any asset class or currency, with drag-and-drop templates, firm-branded layouts and client-ready visualizations for different stakeholder audiences.[1,15]
- You need data aggregation from custodians such as fidelity and schwab plus leading market data providers, with the option to manually manage holdings so private investments like real estate and private equity can be viewed alongside publicly traded securities.
Choose
CB Insights if…
- You’re just getting started and want an approachable UI
- You need global company intelligence platform covering private and public companies, investors, deals, m&a, public-company earnings, and business relationships.
- You need feeds and data solutions provide structured access to company profiles, financial transactions, business relationships, scouting reports, and proprietary data-science measures.
- You need microsoft excel add-in to pull in cb insights company data, mosaic scores, and taxonomies directly into spreadsheets.
Consider alternatives if…
- You want broader category coverage in one tool.
- Neither pricing tier fits your budget.
Side-by-side feature breakdown
| Attribute | Addepar | CB Insights |
|---|---|---|
Asset types | StocksBondsETFsMutual FundsClosed-End FundsFundsCurrenciesPrivate FundsReal EstateOptionsFuturesCryptos | StocksOther |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Data freshness | End of Day | Not specified |
API access | REST | Not specified |
Export formats | JSONPDF | Not specified |
Seen enough? Open either tool and try it now.
Pricing breakdown
Tool
Addepar
—
Starting price
Plans & pricing
Tool
CB Insights
—
Starting price
Plans & pricing
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Addepar only.
Categories covered by CB Insights only.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Still deciding? Get hands-on with both — most plans offer a free tier or trial.
Frequently Asked Questions
What's the difference between Addepar and CB Insights?
Addepar focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while CB Insights specializes in Data APIs, Sheets / Excel Add-ins, and Screeners. They overlap in 2 categories, so choose based on your preferred workflow and pricing.
How much do Addepar and CB Insights cost?
Both platforms require a paid subscription to access their full feature set. Compare the pricing details above to find the best value for your needs.
Which is better for beginners—Addepar or CB Insights?
CB Insights is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Do Addepar and CB Insights have APIs?
Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.
Should I choose Addepar or CB Insights?
Choose Addepar if you need Multi-product web and data platform for wealth managers, family offices, private banks and institutions, aggregating “every ownable asset” across 50+ markets worldwide into a single source of truth for even the most complex portfolios., and Global data and AI platform positioning, with public 2026 materials citing more than $9T in assets on the platform.. Go with CB Insights if Global company intelligence platform covering private and public companies, investors, deals, M&A, public-company earnings, and business relationships., and Feeds and data solutions provide structured access to company profiles, financial transactions, business relationships, scouting reports, and proprietary data-science measures. better fits how you invest.
What asset classes do Addepar and CB Insights cover?
Both cover Stocks. Addepar also includes Bonds, ETFs, Mutual Funds, Closed-End Funds, Funds, Currencies, Private Funds, Real Estate, Options, Futures, and Cryptos. CB Insights adds coverage for Other.
Can Addepar or CB Insights connect to my broker?
Addepar connects with brokers for portfolio syncing. CB Insights requires manual portfolio entry or data import.
Which has a better stock screener—Addepar or CB Insights?
CB Insights includes a stock screener for finding investment ideas. Addepar focuses on other analytical tools.
Can I track my portfolio with Addepar or CB Insights?
Addepar offers portfolio tracking features. CB Insights is more focused on research and analysis.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.