Addepar vs RightCapital
Addepar
addepar.com
RightCapital
rightcapital.comSide by side
| Figure | Addepar | RightCapital |
|---|---|---|
| Price from | — | $12.50/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | — |
| Plans published | 1 | 4 |
| Spec score · Wealth Management | 8.2 (#4) | 7.7 (#7) |
| Company | Addepar says it was founded in 2009 and is a global data and AI company serving the financial services ecosystem. | RightCapital says it was founded in 2015 by brothers Shuang Chen and Song Chen. |
| Headquarters | New York City, New York, United States | 2 Enterprise Dr Ste 508, Shelton, CT 06484-4640, United States |
| Integrations | Addepar offers prebuilt partner integrations and flexible APIs for connecting in-house and third-party systems. | RightCapital integrates with custodians, CRMs, portfolio analytics providers, and other software; listed partners include Schwab, Fidelity, Redtail, Wealthbox, and Morningstar Advisor Workstation. |
| 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. | RightCapital says personally identifiable information and uploaded documents are encrypted at rest using AES-256, and data transmissions use HTTPS. |
| Support | Current clients are directed to contact their Client Success Manager or use Addepar Learn for client support. | Advisor support is available by chat, phone, email, and scheduled case reviews Monday through Friday, 9:00 am to 6:00 pm Eastern Time. |
Plans
RightCapital
- Basic$149.95 a year
- Premium$209.95 a year
- Platinum$254.95 a year
- EnterprisePriced on request
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.
RightCapital
RightCapital is financial planning software for financial advisors, with tools for retirement projections, tax planning, and client communication. Advisors can compare retirement scenarios using Monte Carlo simulations and stress tests, and analyze tax-return data to model Roth conversions, equity allocation, and tax-efficient withdrawals. Snapshot creates personalized plan summaries for sharing as a PDF or through the secure client portal. Clients can use the portal and mobile app to view net worth, track budgets, edit transactions, and upload documents to the Vault. The software supports cash-flow, goal, insurance, investment, and scenario planning, and integrates with custodians, CRMs, portfolio analytics providers, and other software. Listed partners include Schwab, Fidelity, Redtail, Wealthbox, and Morningstar Advisor Workstation. RightCapital says personal information and uploaded documents are encrypted at rest with AES-256 and transmissions use HTTPS; account access is read-only, and banking credentials are managed by Envestnet | Yodlee. Plans start at $149.95 per advisor per month, billed annually, with a first-year annual commitment. A 14-day free trial is offered; there is no free plan.