[ Addepar Reviews ](https://www.g2.com/products/addepar/reviews) [ Addepar Reviews ](https://www.g2.com/products/addepar/reviews) # Addepar Pricing Overview [Editedit](https://my.g2.com/addepar/pricings) ## Addepar Pricing Key Insights Last updated on Apr 09, 2026 * * * Information about Addepar pricing, plan availability, and costs is not listed on G2 by the vendor. Buyers typically need to engage directly with the vendor to understand pricing options. Final cost negotiations to purchase Addepar must be conducted with the seller. * * * Rated 4.1 / 5 \*Pricing information is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations must be conducted with the seller. Pricing information for Addepar is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Addepar must be conducted with the seller. Show More ## Top-Rated Alternatives [ ![Morningstar Direct](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-direct.svg "Morningstar Direct") Morningstar Direct 4.1/5(426) ](https://www.g2.com/products/morningstar-direct/reviews) [ ![Betterment at Work](https://images.g2crowd.com/uploads/product/hd_favicon/80255cbf814772b065215ac96c5aa13d/betterment-at-work.svg "Betterment at Work") Betterment at Work 4.3/5(709) ](https://www.g2.com/products/betterment-at-work/reviews) [ ![Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-direct-advisory-suite-formerly-advisor-workstation.svg "Morningstar Direct Advisory Suite (formerly Advisor Workstation)") Morningstar Direct Advisory Suite (formerly Advisor Workstation) 4.1/5(285) ](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) [ View All Alternatives ](https://www.g2.com/products/addepar/competitors/alternatives) ## Addepar Alternatives Pricing The following is a quick overview of editions offered by other [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management) | Product | Price | Features | | --- | --- | --- | | ![Betterment at Work](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3f4597512f6d26a25effbb7bf2e35f89/betterment-at-work.png)[Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) Essential | $100.00100 per month + $5/monthly record keeping per active participant. Additional implementation and participant advisory fees apply\* | An affordable, easy-to-manage 401(k) plan for your employees’ retirement. Dedicated Onboarding specialist Simple payroll integrations with Gusto, Trinet, and other providers 3(38) and 3(16) fiduciary services with administrative, compliance, and investment support Scheduled phone and email support for plan administrators Getting started webinars and emails for employees | | ![Orion Risk Intelligence](https://images.g2crowd.com/uploads/product/image/small_square/small_square_fd0895aa9afb0e469537b69dd2dcca88/orion-risk-intelligence.jpg)[Orion Risk Intelligence](https://www.g2.com/products/orion-risk-intelligence/reviews) Standalone Pricing | $275.001 User Per Month | Receive a 10% discount by option for annual billing. This price includes full access to Orion Risk Intelligence. 100+ Stress Tests Robust Regression Modeling Portfolio Construction 3D Risk Profile Asset Drift Monitor Custom Asset Builder Personalized Proposal Builder Fueled by Morningstar Data Proposal and IPS Solution | | ![Koyfin](https://images.g2crowd.com/uploads/product/image/small_square/small_square_2d734045120b900cbd749ae924da7481/koyfin.png)[Koyfin](https://www.g2.com/products/koyfin/reviews) Free | $0.00 | The ultimate beginner package; everything you need to get started gaining insight on your investments 2Y financials & 1Y estimates My Portfolio Advanced charting Market & macro dashboards 2 watchlists & 2 screens 2 custom dashboards Limited company snapshots Limited news | Various alternatives pricing & plans Pricing information for the above various Addepar alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller. Addepar Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_fd0895aa9afb0e469537b69dd2dcca88/orion-risk-intelligence.jpg "Product Avatar Image") Orion Risk Intelligence 4.5/5(36) [ Compare Now ](https://www.g2.com/compare/addepar-vs-orion-risk-intelligence) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_41a3c24574ab7253e97afe66a02a3027/nitrogen-nitrogen.png "Product Avatar Image") Nitrogen 4/5(72) [ Compare Now ](https://www.g2.com/compare/addepar-vs-nitrogen-nitrogen) ##### Categories on G2 [Investment Portfolio Management](https://www.g2.com/categories/investment-portfolio-management) ##### Explore More [Best accounts payable automation solutions](https://www.g2.com/discussions/best-accounts-payable-automation-solutions)[Most reliable RMM tool for network management](https://www.g2.com/discussions/most-reliable-rmm-tool-for-network-management)[Best tools for managing subcontractor performance](https://www.g2.com/discussions/best-tools-for-managing-subcontractor-performance) [What visitor intelligence tools are best for capturing customer opt-in data and behavioral insights across venues?](https://www.g2.com/discussions/what-visitor-intelligence-tools-are-best-for-capturing-customer-opt-in-data-and-behavioral-insights-across-venues%20)[Best AI platforms for generating unit tests and improving code coverage automatically](https://www.g2.com/discussions/best-ai-platforms-for-generating-unit-tests-and-improving-code-coverage-automatically)[Which construction estimating software is easiest to learn?](https://www.g2.com/discussions/which-construction-estimating-software-is-easiest-to-learn) [Show MoreShow Less](javascript:void(0);)