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Addepar Pricing Overview

Addepar has not provided pricing information for this product or service. This is common practice for software sellers and service providers. Contact Addepar to obtain current pricing.

Addepar Alternatives Pricing

The following is a quick overview of editions offered by other Investment Portfolio Management Software

$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
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
eMoney
eMoney Plus
Free Trial1 User Per Year
A streamlined, goals-based financial planning solution for building more planning relationships and delivering more plans to more clients. Perfect for advisors who need:
  • to be able to quickly create a plan
  • a solution to serve clients with basic planning needs
  • a scalable, personalized client experience

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
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Orion Risk Intelligence
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