SaaS Ranking

Alternatives to Addepar

Other Wealth management software vendors we measure, sorted by how much they publish that Addepar does not. This is a comparison of disclosure, not of features or fitness.

12 shown of 25 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, Subprocessor list, Status page with history, Certifications named, Uptime SLA with a figure, No third-party tracking before consent, Notice before subprocessors change. The column “publishes and Addepar does not” is the one that closes them.

VendorScorePublishes, and Addepar does notAddepar publishes, and they do not
Orionorion.com 43/100 2 Subprocessor list, Certifications named 1 Public pricing Compare
Altruistaltruist.com 26/100 2 Status page with history, Certifications named 3 Public pricing, HTTPS enforced with HSTS, Named privacy contact Compare
Asset-mapasset-map.com 35/100 1 Certifications named 1 Named privacy contact Compare
Betterment Advisorbetterment.com 26/100 1 Certifications named 1 Data location stated Compare
Ponterapontera.com 26/100 1 Certifications named 2 Public pricing, Named privacy contact Compare
Nitrogennitrogenwealth.com 22/100 1 Certifications named 2 Data location stated, Named privacy contact Compare
Emoneyemoneyadvisor.com 17/100 1 Certifications named 2 Data location stated, Public pricing Compare
Infrontinfront.co 17/100 1 Status page with history 3 Data location stated, Public pricing, Named privacy contact Compare
Morningstar Advisormorningstar.com 9/100 1 Status page with history 4 Data location stated, Public pricing, HTTPS enforced with HSTS, +1 Compare
Holistiplanholistiplan.com 30/100 nothing we found there and not here 1 Named privacy contact Compare
Avaloqavaloq.com 27/100 nothing we found there and not here 1 Public pricing Compare
Aixigoaixigo.com 26/100 nothing we found there and not here 1 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.