# Addepar — Wealth management platform > Wealth management platform for portfolio data, net worth, and performance tracking. (iPhone/iPad app by ADDEPAR, INC..) - Source: https://appshunter.io/ios/app/addepar/id1373346931 (this page in markdown: same URL + `.md`) - Developer: [ADDEPAR, INC.](https://appshunter.io/developer/1373346930) - Category: Finance, Business - Price: Free - Rating: 3.90/5 from 59 App Store ratings · 13 written reviews indexed - Age rating: 4+ - Requires: iOS 18.0 · 48 MB - Languages: American English - Released: 2019-05-20 - Data updated: 2026-08-22 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/addepar/id1373346931/reviews.md ## What is 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. ## Key features - Real-time portfolio data - Net worth tracking - Performance analysis - Asset allocation overview - Major transaction review - Client and advisor access ## Recent user reviews (10 of 13) All indexed reviews: https://appshunter.io/ios/app/addepar/id1373346931/reviews.md ### 1/5 — Addepar is buggy *2026-07-18* Buggy experience. Completed signin only to arrive back at the signin screen. No other options or explanations. ### 1/5 — Very unreliable *2025-11-26* 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. ### 1/5 — Very unreliable *2025-11-21* Every time they update the app it breaks. Last 4 times in a row. Pretty sad for a financial services app. ### 1/5 — App update *2025-11-15* 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. ### 1/5 — App doesn’t open *2024-07-10* 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 ### 1/5 — App doesn’t open *2024-05-15* 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 ### 1/5 — Crappy quality and limited interface *2024-03-24* The app stopped working (dies upon launch) on iPhone about a month ago. 2 updates later, it still does work. The chart for portfolio and subsets is no longer an option - might as well look at an excel sheet. ### 5/5 — Addepar makes it easy *2023-02-25, version 199.1.0* I love this app! I can see my net worth so easily, and in great detail! ### 2/5 — Persistently Buggy and Frustrating *2022-12-24* Addepar struggles to deliver a satisfactory user experience and this app is buggy and frustrating. The basic functionality (date range, portfolio/account selection, and valuation refresh) does not work reliably or intuitively so it is hard to simply select an account and then check the account value as of a given date. I suspect the programming team is either dysfunctional or is trying to do too much and has tried to add “bells and whistles” that also do not work resulting in an overall poor app. Addepar should get the basic features working reliably. Having a functional app is a critical component of the overall value proposition of the Addepar service. ### 3/5 — PIN Never World *2022-03-21* It been a little frustrating since the pin # never works… but besides this the app works well.. ## Frequently asked questions about Addepar ### 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. ## Version history (last 5 releases) ### 273.0.0 — 2026-08-22 Bug fixes and performance improvements. ### 272.0.0 — 2026-08-08 Bug fixes and performance improvements. ### 268.0.1 — 2026-06-30 Bug fixes and performance improvements. ### 268.0.0 — 2026-06-17 Bug fixes and performance improvements. ### 267.0.0 — 2026-06-09 • Performance improvements and bug fixes ## Apps similar to Addepar | App | Rating | Price | Category | | --- | --- | --- | --- | | [YKIB Digital Lite](https://appshunter.io/ios/app/ykib-digital-lite/id1661471720) | 4.7 (3) | Free | Finance | | [Infoexperto](https://appshunter.io/ios/app/infoexperto/id1663240840) | — | Free | Finance | | [Greatweek.com](https://appshunter.io/ios/app/greatweekcom/id1662945960) | 5.0 (1) | Free | Finance | | [Savita](https://appshunter.io/ios/app/savita/id1664110660) | 4.0 (32) | Free | Finance | | [Parali](https://appshunter.io/ios/app/parali/id6443763240) | — | Free | Finance | | [GS PWM](https://appshunter.io/ios/app/gs-pwm/id1440077444) | 4.3 (86) | Free | Finance | ## Related topics [tamarac](https://appshunter.io/ios/topics/tamarac) · [models portfolio manager](https://appshunter.io/ios/topics/models-portfolio-manager) · [portfolio management institute](https://appshunter.io/ios/topics/portfolio-management-institute) · [asset allocation](https://appshunter.io/ios/topics/asset-allocation) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-22.*