Honest comparison
Addepar vs WealthScan
Enterprise wealth reporting for ultra-HNW. Here's an honest look at where each platform shines and how to decide.
What Addepar is
Addepar is an institutional portfolio-management and reporting platform used at large wealth managers.
Where Addepar shines
- Best-in-class multi-custodian portfolio reporting.
- Strong for complex alternatives and private assets.
- Trusted by family offices and large RIAs.
Best for: Family offices and large RIAs with complex reporting needs.
Where WealthScan is different
- WealthScan is built for the household-and-triad relationship, not enterprise asset reporting.
- Free for clients, flat per-pro pricing — no enterprise contract.
- Discovery + coordination, not just performance reporting.
WealthScan is the coordinated command center for a household and its triad of pros — advisor, CPA, and estate attorney working from a single source of truth. See how it works.
Try WealthScan free
Clients are free, forever. Pros start at a flat per-seat price — no enterprise contract required.