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.
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
| Measure | Addepar | Luminary |
|---|---|---|
| What it is | A global technology and data platform empowering investment professionals with insights and tools. | Financial planning and client engagement platform. |
| Category | Fintech, SaaS, Wealth Management, Investment Management | Fintech, WealthTech, Estate Planning Software, SaaS |
| Sells toBusiness model | B2B | B2B |
| Offering | Software | Software |
| Founded | 2009 | 2022 |
| Headquarters | New York City, United States | New York, United States |
| Status | Active | Active |
Size, funding and growth
| Measure | Addepar | Luminary |
|---|---|---|
| Open roles | Not published | 9 |
| Total funding | $412M | $9.5M |
| Latest round | Series G | Series A |
| 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 | Luminary |
|---|---|---|
| StartupHub scoreOur 0-100 rating | 60/100 | 50/100 |
| Traction | 40/100 | 35/100 |
| Team | 60/100 | 70/100 |
| Community | 8/100 | 15/100 |
| Search visibility | 45/100 | 19/100 |
| Quality | 78/100 | 58/100 |
| Agent readinessHow well an AI agent can read and act on the site | D (48/100) | D (43/100) |
| Domain ratingLink authority, 0-100 | 75/100 | 27/100 |
Technology
Detected on each public site, so it reflects the marketing stack as well as the product.
| Measure | Addepar | Luminary |
|---|---|---|
| Hosting | Netlify | Not detected |
| CDN | Netlify | Cloudflare |
| CMS | Not detected | Webflow |
| Frameworks | Tailwind CSS, Bootstrap | Not detected |
| Analytics | Google Analytics 4, Google Tag Manager, Facebook Pixel | Google Tag Manager |
| Support stack | Zendesk | HubSpot |
| Open source | Yes | No |
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.

