Addepar vs Croesus Advisor
Addepar
addepar.com
Croesus Advisor
croesus.comSide by side
| Figure | Addepar | Croesus Advisor |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 1 | 1 |
| Spec score · Wealth Management | 8.2 (#4) | 7.5 (#8) |
| Spec score · Portfolio Management Software | 8.1 (#22) | 7.2 (#70) |
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset |
| Founded | 2009 | 1987 |
| Integrations | Addepar offers prebuilt partner integrations and flexible APIs for connecting in-house and third-party systems. | Croesus says its open architecture and APIs support integration with third-party technology, including back offices, order management systems, CRMs, financial planning tools, and account aggregation. |
| Performance reporting | Yes | Yes |
| Risk analysis | Yes | Yes |
| Security | The 2024–2025 SOC 3 report states that controls for the Analytics & Reporting and Navigator platforms were effective during July 1, 2024 through August 31, 2025 against applicable trust services criteria for security, confidentiality and privacy. | Croesus describes Advisor as cloud-based and says its processes are SOC 2 certified, with security levels assigned by user type and role. |
| Tax-lot tracking | Yes | Yes |
Plans
In their own words
Addepar
Addepar is a data and AI platform for investment professionals that brings financial data together and streamlines workflows. It models public and private assets for portfolio analysis across multiple asset classes, including alternatives. Users can build analytics and dashboards, model client and asset ownership structures, and review performance, allocation, risk, and tax lots. Reporting can be personalized, with workflows for generating and distributing reports. A branded client portal gives clients a live view of net worth and portfolio changes through web or mobile access. Fee management supports complex schedules, exclusions, and valuation methods, with underlying data available to audit calculations. AI-assisted parsing captures alternatives data for viewing alongside traditional assets. Prebuilt partner integrations and flexible APIs connect other systems; APIs also support data access, workflow automation, and extensions. Addepar is a hosted web-based service, with Android, iOS, web, and API platforms listed. Pricing is on request. It serves wealth managers, banks, family offices, fund managers, and institutional allocators.
Croesus Advisor
Croesus Advisor has no write-up on Specifiction yet; its figures are above.