Addepar vs ServData
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Addepar
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
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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.
ServData
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Verdict
The clearest difference is iOS requirement: Addepar at 18.0 against ServData's 26.2. On price, update cadence, ads and in-app purchases there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
Addepar ships an update fortnightly, ServData every 3 weeks. The most recent releases landed on October 13, 2026 and September 25, 2026 respectively.
| Parameter | Addepar | ServData |
|---|---|---|
| Price | Free | Free |
| Rating | 3.9 (60 ratings) — better | — |
| Positive reviews | 15.4% of reviews | — |
| Number of ratings | 60 — better | — |
| Update frequency | Fortnightly — better | Every 3 weeks |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | — |
| Devices | iPhone, iPad | iPhone, iPad, iPod — better |
| Requires iOS | 18.0 — better | 26.2 |
| Further details — not scored | ||
| Size | 55 MB | 1 MB |
| Age rating | 4+ | 4+ |
| Developer | ADDEPAR, INC. | ServData, Inc. |
In-app purchases
Addepar
No in-app purchases
ServData
No in-app purchases
Questions
Is Addepar free?
Is ServData free?
Do Addepar or ServData have ads?
Which is updated more often, Addepar or ServData?
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