Best Addepar alternatives: apps like Addepar

10+ similar apps compared and reviewed

3.7 avg rating

10 free apps

Updated November 2026

Addepar

ADDEPAR, INC.

💼 Business

💰 Finance

Looking for something like Addepar? We've analyzed 10+ similar apps to help you find the best alternative. Each app is compared by ratings, features, and real user reviews, so you can make the right choice.

Top Alternatives to Addepar

GS Custody Solutions by Goldman Sachs

Editor's Choice

💰 Finance

3.8(16 ratings)

Free

Access portfolio summaries, transaction history, and manage personal profile details on your mobile device. Securely link and verify external accounts, and take action on high-priority items with on-the-go capabilities.

IEQ Capital Investment Portal by IEQ Capital, LLC

Strong Contender

💰 Finance

3.8(4 ratings)

Free

IEQ Capital Investment Portal screenshot 1

IEQ Capital Investment Portal screenshot 2

IEQ Capital Investment Portal screenshot 3

IEQ Capital Investment Portal screenshot 4

Access a secure and comprehensive view of your financial life. Track your balance sheet, investment portfolio, and performance with real-time updates and sophisticated insights to support informed decision-making.

BNY Pershing Access by The Bank of New York Mellon Corporation

NetXInvestor

Worth Considering

💰 Finance

1.7(69 ratings)

Free

Access your investment accounts securely on the go. View statements, balances, holdings, and account activity. Deposit checks, pay bills, and access market research.

More apps like Addepar

Cresset

by Cresset Capital Management, LLC

Manage your Goldman Sachs Private Wealth Management or Ayco accounts on the go. View portfolio performance, initiate transfers, and stay updated with market insights. Designed for existing clients to access their financial information securely.

View portfolio market valueTrack investment resultsInitiate transfers

Conduct critical business operations on the go with a virtual office at your fingertips. Access client accounts, market data, and trading capabilities from anywhere. Stay informed with real-time updates and notifications to support your business.

Client account managementMarket data and watch listsReal-time alerts and notifications

AI for wealth managers

Free

This AI assistant helps financial advisors reduce administrative tasks by capturing meetings, generating accurate notes in their voice, and converting conversations into actionable items like tasks and email drafts. It integrates with CRMs and supports both in-person and phone call capture.

AI-powered meeting captureAutomated note-taking in your voiceTask generation from conversations

Goldman Sachs Marquee

Market insights and analytics

Free

Access market insights, research, and analytics from financial experts. Explore commentary, podcasts, and interactive tools for informed decision-making. Offers offline access to saved content and CarPlay integration.

Personalized market commentary feedCurated research and thematic contentLibrary of podcasts, interviews, and webinars

by National Financial Services LLC

Free

This app provides financial advisors and brokers with mobile access to critical brokerage information. It enhances client responsiveness and practice management with secure, portable, and easy-to-use features.

Advanced security with biometric loginMobile check depositView account positions and balances

Access a comprehensive and secure overview of your financial life. Track spending, investments, and set personalized goals. Securely store important documents and communicate with your advisor.

All-in-one account viewTrack spending and investmentsPersonalized goal setting