SaaS Ranking

Transparency alternatives to Addepar

Other Wealth management software vendors we measure, sorted by how much we found at them and not at Addepar. This is a comparison of disclosure, not of features or fitness.

12 shown of 38 that differ from Addepar on at least one criterion we measured for both. Public transparency score, not a product or security rating.

Addepar has 7 gaps in what we could measure: Data processing agreement, Data location stated, Status page with history, Certifications named, Uptime SLA with a figure, No third-party tracking before consent, Notice before subprocessors change. The column “Found there, not found at Addepar” is the one that closes them.

VendorScoreFound there, not found at AddeparFound at Addepar, not found there
Miligetmili.aiSee also Transparency alternatives to Mili 39/100 3 Data location stated, Certifications named, Notice before subprocessors change 2 Subprocessor list, Public pricing Compare
Altruistaltruist.comSee also Transparency alternatives to Altruist 26/100 3 Data location stated, Status page with history, Certifications named 4 Subprocessor list, Public pricing, HTTPS enforced with HSTS, +1 Compare
Orionorion.comSee also Transparency alternatives to Orion 43/100 2 Data location stated, Certifications named 1 Public pricing Compare
Asset-mapasset-map.comSee also Transparency alternatives to Asset-map 35/100 2 Data location stated, Certifications named 2 Subprocessor list, Named privacy contact Compare
Ponterapontera.comSee also Transparency alternatives to Pontera 26/100 2 Data location stated, Certifications named 3 Subprocessor list, Public pricing, Named privacy contact Compare
Ychartsycharts.comSee also Transparency alternatives to Ycharts 22/100 2 Status page with history, Certifications named 3 Subprocessor list, Public pricing, Named privacy contact Compare
Holistiplanholistiplan.comSee also Transparency alternatives to Holistiplan 30/100 1 Data location stated 2 Subprocessor list, Named privacy contact Compare
Avaloqavaloq.comSee also Transparency alternatives to Avaloq 27/100 1 Data location stated 2 Subprocessor list, Public pricing Compare
Aixigoaixigo.comSee also Transparency alternatives to Aixigo 26/100 1 Data location stated 2 Subprocessor list, Public pricing Compare
Bank Vontobel Techvontobel.comSee also Transparency alternatives to Bank Vontobel Tech 26/100 1 No third-party tracking before consent 2 Subprocessor list, Public pricing Compare
Betterment Advisorbetterment.comSee also Transparency alternatives to Betterment Advisor 26/100 1 Certifications named 1 Subprocessor list Compare
Wealtharcwealtharc.comSee also Transparency alternatives to Wealtharc 26/100 1 Data location stated 2 Subprocessor list, Public pricing Compare

Only criteria we could measure for both are counted. Where we could measure one and not the other, the row is silent: that would be a statement about our measurement, not about either vendor. Every single result with its source is on the two profiles.