Addepar
ADDEPAR, INC. Finance iPhoneiPadiPod touch
Addepar is a free Finance app for iPhone and iPad by ADDEPAR, INC. Rated 3.9/5 from 60 ratings. Requires iOS 18.0. Updated October 17, 2026.
- Rating
- 3.9
- 60 ratings
- Price
- Free
- on the App Store
- Size
- 55 MB
- Age 4+
- Updated
- Oct 17
- 2026 · v277.0.0
Screenshots
About Addepar
Addepar provides the most recent portfolio data to advisors and their clients. Users can see net worth, performance, and asset allocation. Dive deep into the portfolio by asset class and view major transactions. Interested in Addepar, but not sure if your financial advisor uses it? Ask about Addepar in your next meeting, and get ready for a clearer financial picture at every level.
Ratings & reviews
3.9
60 ratings
What’s new
Version 277.0.0 · Updated October 17, 2026
Bug fixes and performance improvements.
App privacy
The developer, ADDEPAR, INC., reported these privacy practices to Apple.
Data Not Linked to You
The following data, which may be collected but is not linked to your identity, may be used for the following purposes:
- Identifiers: User ID, Device ID
- Usage Data: Product Interaction
- Diagnostics: Crash Data, Performance Data
- Contact Info: Email Address
Used for: Analytics, App Functionality
Alternatives to Addepar
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| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Addepar | 3.9 / 5 (60 ratings) | Free | October 17, 2026 | |
| GS Custody Solutions | 4.0 / 5 (14) | Free | Oct 19, 2026 | Compare |
| IEQ Capital Investment Portal | 3.8 / 5 (4) | Free | Aug 28, 2026 | Compare |
| BNY Pershing Access | 1.7 / 5 (69) | Free | Oct 17, 2026 | Compare |
| Cresset | – | Free | Jun 25, 2026 | Compare |
| GS PWM | 4.3 / 5 (86) | Free | Oct 12, 2026 | Compare |
| NetX360® Mobile | 2.0 / 5 (74) | Free | Oct 17, 2026 | Compare |
Compare Addepar with the top alternatives: ratings, updates, ASO score and keyword gaps →