Addepar vs Serwat
Addepar vs Serwat, compared side by side on 13 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 Serwat on 11/100.
Where each one leads
Addepar
- our overall score: 60/100 against 11/100
- domain rating: 75/100 against 7/100
Serwat
Leads on none of the measures we hold for both companies.
At a glance
| Measure | Addepar | Serwat |
|---|---|---|
| What it is | A global technology and data platform empowering investment professionals with insights and tools. | Professional calculators for wealth management, investment bonds, and tax planning. Track allowances and model scenarios. |
| Category | Fintech, SaaS, Wealth Management, Investment Management | Fintech, Wealth Management, Investment Management, Tax Planning |
| Sells toBusiness model | B2B | B2B |
| Offering | Software | Software |
| Founded | 2009 | 2026 |
| Headquarters | New York City, United States | Southampton, England |
| Status | Active | Active |
Size, funding and growth
| Measure | Addepar | Serwat |
|---|---|---|
| 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 | Serwat |
|---|---|---|
| StartupHub scoreOur 0-100 rating | 60/100 | 11/100 |
| Traction | 40/100 | Not published |
| Team | 60/100 | Not published |
| Community | 8/100 | Not published |
| Search visibility | 45/100 | 18/100 |
| Quality | 78/100 | Not published |
| Agent readinessHow well an AI agent can read and act on the site | D (48/100) | D (49/100) |
| Domain ratingLink authority, 0-100 | 75/100 | 7/100 |
Technology
Detected on each public site, so it reflects the marketing stack as well as the product.
| Measure | Addepar | Serwat |
|---|---|---|
| Hosting | Netlify | Not detected |
| CDN | Netlify | Cloudflare |
| CMS | Not detected | Lovable |
| 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 Serwat: common questions
Which is better, Addepar or Serwat?
On our 0-100 score Addepar rates higher (60/100 against 11/100). 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 13 data points above: read the rows that match what you are buying for.
How do Addepar and Serwat compare on the numbers?
Addepar leads on our overall score (60/100 against 11/100), domain rating (75/100 against 7/100).
Read the full Addepar review and pricing or the Serwat review and pricing. You can also browse other Addepar alternatives we track.