Addepar vs Luminary

Addepar vs Luminary, compared side by side on 21 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 Luminary on 50/100.

Addepar logo
AddeparA global technology and data platform empowering investment professionals with insights and tools.
Try Addepar
Luminary logo
LuminaryFinancial planning and client engagement platform.
Try Luminary

Where each one leads

Addepar

  • our overall score: 60/100 against 50/100
  • agent readiness: 48/100 against 43/100
  • domain rating: 75/100 against 27/100
  • funding raised: $412M against $9.5M

Luminary

Leads on none of the measures we hold for both companies.

At a glance

MeasureAddeparLuminary
What it isA global technology and data platform empowering investment professionals with insights and tools.Financial planning and client engagement platform.
CategoryFintech, SaaS, Wealth Management, Investment ManagementFintech, WealthTech, Estate Planning Software, SaaS
Sells toBusiness modelB2BB2B
OfferingSoftwareSoftware
Founded20092022
HeadquartersNew York City, United StatesNew York, United States
StatusActiveActive

Size, funding and growth

MeasureAddeparLuminary
Open rolesNot published9
Total funding$412M$9.5M
Latest roundSeries GSeries A
Valuation$3.3BNot published
LinkedIn followers93,012Not published

StartupHub scores

Our own 0-100 ratings. They measure company strength and site quality, not which product suits you.

MeasureAddeparLuminary
StartupHub scoreOur 0-100 rating60/10050/100
Traction40/10035/100
Team60/10070/100
Community8/10015/100
Search visibility45/10019/100
Quality78/10058/100
Agent readinessHow well an AI agent can read and act on the siteD (48/100)D (43/100)
Domain ratingLink authority, 0-10075/10027/100

Technology

Detected on each public site, so it reflects the marketing stack as well as the product.

MeasureAddeparLuminary
HostingNetlifyNot detected
CDNNetlifyCloudflare
CMSNot detectedWebflow
FrameworksTailwind CSS, BootstrapNot detected
AnalyticsGoogle Analytics 4, Google Tag Manager, Facebook PixelGoogle Tag Manager
Support stackZendeskHubSpot
Open sourceYesNo

Addepar vs Luminary: common questions

Which is better, Addepar or Luminary?

On our 0-100 score Addepar rates higher (60/100 against 50/100). 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 21 data points above: read the rows that match what you are buying for.

How do Addepar and Luminary compare on the numbers?

Addepar leads on our overall score (60/100 against 50/100), agent readiness (48/100 against 43/100), domain rating (75/100 against 27/100), funding raised ($412M against $9.5M).

Read the full Addepar review and pricing or the Luminary review and pricing. You can also browse other Addepar alternatives we track.