VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Friday, January 30, 2026
Tool Comparison
Addepar vs Envestnet Wealth Management Platform comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Envestnet Wealth Management Platform
envestnet.com
At a glance
| Addepar | Envestnet Wealth Management Platform | |
|---|---|---|
| Free tier | ||
| Free trial | ||
| Starting price | — | — |
| Enterprise option | ||
| Available plans | Platform (SaaS) | Enterprise / Platform License |
Vote sentiment comparison
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Platform details
| Attribute | Addepar | Envestnet Wealth Management Platform |
|---|---|---|
Asset types | StocksBondsETFsMutual FundsClosed-End FundsFundsCurrenciesPrivate FundsReal EstateOptionsFuturesCryptos | StocksETFsMutual FundsFundsBondsReal EstateHedge FundsPrivate Funds |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Data freshness | End of Day | Not specified |
API access | REST | REST |
Export formats | JSONPDF | CSVExcel |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Addepar only.
Categories covered by Envestnet Wealth Management Platform only.
Frequently Asked Questions
What's the difference between Addepar and Envestnet Wealth Management Platform?
Addepar focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while Envestnet Wealth Management Platform specializes in Wealth Management, Portfolio, and Portfolio Accounting / Book of Record. They overlap in 12 categories, so choose based on your preferred workflow and pricing.
How much do Addepar and Envestnet Wealth Management Platform 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.
Do Addepar and Envestnet Wealth Management Platform 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 Envestnet Wealth Management Platform?
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 Envestnet Wealth Management Platform if End‑to‑end wealth management platform that acts as a “plan‑to‑execution” application, giving advisors a single access point from planning and proposal through account opening and ongoing review., and RIA‑focused suite that includes planning, trading, reporting, proposal tools, CRM, client portal and billing in one configurable platform to streamline the full wealth management process. better fits how you invest.
What asset classes do Addepar and Envestnet Wealth Management Platform cover?
Both cover Stocks, Bonds, ETFs, Mutual Funds, Funds, Private Funds, and Real Estate. Addepar also includes Closed-End Funds, Currencies, Options, Futures, and Cryptos. Envestnet Wealth Management Platform adds coverage for Hedge Funds.
Can I export data from Addepar and Envestnet Wealth Management Platform?
Envestnet Wealth Management Platform supports data exports to CSV, and Excel. Addepar has more limited export options.
Can Addepar or Envestnet Wealth Management Platform connect to my broker?
Both platforms offer broker integrations, so you can sync your portfolio for seamless tracking and analysis.
Can I track my portfolio with Addepar or Envestnet Wealth Management Platform?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
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.