Addepar

Addepar

Wealth management platform

58 ratings
12 reviews
Free

Details

  • Released
  • Updated
  • May 20, 2019
  • June 30, 2026

Features

Addepar screenshot #1 for iPhone
Addepar screenshot #2 for iPhone
Addepar screenshot #3 for iPhone
Addepar screenshot #4 for iPhone
Addepar screenshot #5 for iPhone
iphone
ipad
🖼️Get Icon
Icons↘︎

About

Access the latest portfolio data for net worth, performance, and asset allocation. Clients and advisors can explore holdings by asset class and review significant transactions for a clearer financial overview.

Real-time portfolio data
Net worth tracking
Performance analysis
Asset allocation overview
Major transaction review
Client and advisor access
Show original description

What's New in Addepar

268.0.1

June 30, 2026

Bug fixes and performance improvements.

User reviews

Very unreliable

Every time they update the app it breaks for weeks at a time. Last 4 times in a row. Pretty sad for a financial services app. If I could give it -1 stars I would. Shocking this company is so well funded and can’t afford decent software engineering.

Very unreliable

Every time they update the app it breaks. Last 4 times in a row. Pretty sad for a financial services app.

App update

I’ve uploaded the app a half dozen times and logged on but it keep asking me to update the app and then it freezes. I’ve had problems with app since I uploaded it.

App doesn’t open

App shows a message saying I need to update the app, sends me to the app store, I update the app, open it and sends the same message. This goes on and, ands has been going for months

App doesn’t open

App shows a message saying I need to update the app, sends me to the app store, I update the app, open it and ser the same message. This goes on and on

FAQ

What is Addepar?

Addepar is a wealth management platform that provides advisors and their clients with up-to-date portfolio data, including net worth, performance, and asset allocation.

Is Addepar free to use?

Yes, Addepar is available for free. The app itself does not have a cost to download or use.

What devices does Addepar support?

Addepar is available on both iPhone and iPad devices, allowing users to access their financial information on the go.

How often is Addepar updated?

The latest version of Addepar is 264.0.1, and it was last updated on March 16, 2026, indicating regular development and maintenance.

What is the user rating for Addepar?

Addepar has a rating of 3.9 stars based on 58 ratings, suggesting a generally positive but mixed user reception.

Does Addepar have ads?

No, Addepar does not contain advertisements. The app is free to use and does not display any ads.

What age rating does Addepar have?

Addepar is rated 4+ by the App Store, making it suitable for users of all ages.

Can I see major transactions in Addepar?

Yes, Addepar allows users to dive deep into their portfolio and view major transactions, providing detailed insight into financial activity.