Addepar vs Investfolio
Addepar vs Investfolio, compared side by side on 9 data points: what each one does, how big it is, what it has raised, the tech running each site, and what users report. We score both out of 100 on traction, team and visibility: Addepar is on 60/100 and Investfolio on 7/100.
Where each one leads
Addepar
- our overall score: 60/100 against 7/100
- agent readiness: 48/100 against 31/100
Investfolio
Leads on none of the measures we hold for both companies.
At a glance
| Measure | Addepar | Investfolio |
|---|---|---|
| What it is | A global technology and data platform empowering investment professionals with insights and tools. | AI-powered investment platform for personalized portfolio management and financial advice. |
| Category | Fintech, SaaS, Wealth Management, Investment Management | Fintech, WealthTech, AI-Driven Investment, Personal Finance |
| Sells toBusiness model | B2B | B2C |
| Offering | Software | Platform |
| Founded | 2009 | Not published |
| Headquarters | New York City, United States | Not published |
| Status | Active | Active |
Size, funding and growth
| Measure | Addepar | Investfolio |
|---|---|---|
| Total funding | $412M | Not published |
| Latest round | Series G | Not published |
| Valuation | $3.3B | Not published |
| LinkedIn followers | 93,012 | Not published |
StartupHub scores
Our own 0-100 ratings. They measure company strength and site quality, not which product suits you.
| Measure | Addepar | Investfolio |
|---|---|---|
| StartupHub scoreOur 0-100 rating | 60/100 | 7/100 |
| Traction | 40/100 | Not published |
| Team | 60/100 | Not published |
| Community | 8/100 | Not published |
| Search visibility | 45/100 | 7/100 |
| Quality | 78/100 | Not published |
| Agent readinessHow well an AI agent can read and act on the site | D (48/100) | F (31/100) |
| Domain ratingLink authority, 0-100 | 75/100 | Not published |
Technology
Detected on each public site, so it reflects the marketing stack as well as the product.
| Measure | Addepar | Investfolio |
|---|---|---|
| Hosting | Netlify | Not detected |
| CDN | Netlify | Not detected |
| Frameworks | Tailwind CSS, Bootstrap | Not detected |
| Analytics | Google Analytics 4, Google Tag Manager, Facebook Pixel | Not detected |
| Support stack | Zendesk | Not detected |
| Open source | Yes | No |
Addepar vs Investfolio: common questions
Which is better, Addepar or Investfolio?
On our 0-100 score Addepar rates higher (60/100 against 7/100). The score weights traction, team, visibility and profile completeness, so it reflects company strength rather than which product suits you. We compare the two on 9 data points above: read the rows that match what you are buying for.
How do Addepar and Investfolio compare on the numbers?
Addepar leads on our overall score (60/100 against 7/100), agent readiness (48/100 against 31/100).
Read the full Addepar review and pricing or the Investfolio review and pricing. You can also browse other Addepar alternatives we track.