Addepar vs PTC Wealth
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.
PTC Wealth
Monitor your investment accounts, track holdings, and view asset allocations with this app. It offers a dashboard summarizing your investments and graphical representations of their value over time. Access is granted to existing online portal users.
- Investment account tracking
- Holdings and asset allocation view
- Transaction history access
- Investment summary dashboard
- Value over time graphics
- Landscape detailed views
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The Philadelphia Trust Company app allows you to access and track your investment accounts from anywhere. With the app’s simple navigation, you can easily monitor and stay connected to your investment accounts anytime. In just a few clicks you can access your holdings, asset allocations, and transactions. In addition, the app’s capabilities include: - A dashboard summarizing your investment accounts, market value, and how your money is invested - Graphics illustrating the value of your investments over time - Landscape views for more detailed views of your accounts You must currently have access to the online portal to be able to use this application. For assistance in registering, please contact your Relationship Manager.
Screenshots
Verdict
The clearest difference is rating: PTC Wealth at 5.0 against Addepar's 3.9. PTC Wealth also leads on iOS requirement (16 vs 18.0). Addepar's advantage is update cadence (fortnightly vs every 3 months) and ratings volume (59 vs 1). On price, ads, in-app purchases and monetization model 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.
PTC Wealth holds the better App Store score, 5.0 against 3.9. That said, the two scores are not equally well evidenced: Addepar has 59 ratings behind it against 1, so its average is the more settled of the two.
Addepar ships an update fortnightly, PTC Wealth every 3 months. The most recent releases landed on September 18, 2026 and September 17, 2026 respectively.
| Parameter | Addepar | PTC Wealth |
|---|---|---|
| Price | Free | Free |
| Rating | 3.9 (59 ratings) | 5.0 (1 ratings) — better |
| Positive reviews | 15.4% of reviews | — |
| Number of ratings | 59 — better | 1 |
| Update frequency | Fortnightly — better | Every 3 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad | iPhone, iPod |
| Requires iOS | 18.0 | 16 — better |
| Further details — not scored | ||
| Size | 48 MB | 23 MB |
| Age rating | 4+ | 4+ |
| Developer | ADDEPAR, INC. | The Philadelphia Trust Company Mobile |
Customer experience
Addepar
PTC Wealth
In-app purchases
Addepar
No in-app purchases
PTC Wealth
No in-app purchases
