Addepar vs Sharpfin Family Office Suite
Addepar
addepar.comSharpfin Family Office Suite
sharpfin.comSide by side
| Figure | Addepar | Sharpfin Family Office Suite |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 1 | 4 |
| Spec score · Family Office Software | 8.2 (#3) | 7.7 (#9) |
| Client portal | The branded client portal provides a live view of net worth and portfolio evolution and supports access through web or mobile. | The branded client portal uses Nordic BankID login and lets clients securely view investment information without separate integration work. |
| Founded | 2009 | LinkedIn states that Sharpfin was founded in 2014. |
| Headquarters | New York City, New York, United States | Sharpfin lists its address as Vasagatan 10, 111 20 Stockholm. |
| Integrations | Addepar offers prebuilt partner integrations and flexible APIs for connecting in-house and third-party systems. | Published integrations and connections include Allfunds, Fondo, Futur, Nordnet and Avanza, with automated order routing or custody-related workflows. |
| Reporting | Addepar supports personalized reporting and automates report generation and distribution workflows. | Reporting includes client reports and regulatory outputs such as ex-post cost, KU and TRS reports. |
| 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. | Sharpfin says fewer interfaces reduce intrusion risk and describes its platform as having high cybersecurity. |
| Support | Current clients are directed to contact their Client Success Manager or use Addepar Learn for client support. | The maker provides sales and support contact addresses and directs enhancement requests to [email protected]. |
| What it does | Addepar is a data and AI platform that unifies financial data and streamlines workflows for investment professionals. | Sharpfin Wealth Management Suite combines onboarding, KYC, portfolio management, reporting and compliance in one platform. |
Plans
Sharpfin Family Office Suite
- Fund manager examplePriced on request
- Discretionary manager examplePriced on request
- Sharpfin Family Office SuitePriced on request
- Sharpfin Wealth Management SuitePriced 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.
Sharpfin Family Office Suite
Sharpfin Family Office Suite has no write-up on Specifiction yet; its figures are above.