Addepar vs CB Insights comparison

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.

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.

CB Insights is more beginner-friendly with an approachable interface. Both can work for intermediate users.

Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.

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 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]. Go with CB Insights if Global company intelligence platform covering private and public companies, investors, deals, and M&A activity., and APIs and enterprise data feeds providing structured access to company, funding, and investor datasets. better fits how you invest.

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.

Addepar connects with brokers for portfolio syncing. CB Insights requires manual portfolio entry or data import.

CB Insights includes a stock screener for finding investment ideas. Addepar focuses on other analytical tools.

Addepar offers portfolio tracking features. CB Insights is more focused on research and analysis.