Addepar vs Cresset
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
Read full descriptionHide full description
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.
Cresset
Read full descriptionHide full description
Download Cresset’s client portal mobile app, offering you secure and convenient access to view performance, asset allocation, net worth, documents, and Cresset-curated content.
Screenshots
Verdict
The clearest difference is update cadence: Addepar at fortnightly against Cresset's every 5 months. On price, ads, in-app purchases and device support 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, Cresset every 5 months. Both last shipped on October 25, 2026.
| Parameter | Addepar | Cresset |
|---|---|---|
| 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 5 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | — |
| Devices | iPhone, iPad | iPhone, iPad |
| Requires iOS | 18.0 | 17.0 — better |
| Further details — not scored | ||
| Size | 55 MB | 56 MB |
| Age rating | 4+ | 4+ |
| Developer | ADDEPAR, INC. | Cresset Capital Management, LLC |
In-app purchases
Addepar
No in-app purchases
Cresset
No in-app purchases
Questions
Is Addepar free?
Is Cresset free?
Do Addepar or Cresset have ads?
Which is updated more often, Addepar or Cresset?
Other comparisons
