Addepar Pricing Overview
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.
Addepar Alternatives Pricing
The following is a quick overview of editions offered by other Investment Portfolio Management Software
| Product | Price | Features |
|---|---|---|
 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.
|
 Basic |
$300.00Flat Rate Per Month |
The plan offers a 14-day free trial. Annual billing option available.
|
 Free |
$0.00 |
The ultimate beginner package; everything you need to get started gaining insight on your investments
|
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.
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