Addepar vs Upvest
Addepar vs Upvest, compared side by side on 20 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 Upvest on 52/100.
Where each one leads
Addepar
- our overall score: 60/100 against 52/100
- domain rating: 75/100 against 48/100
Upvest
Leads on none of the measures we hold for both companies.
At a glance
| Measure | Addepar | Upvest |
|---|---|---|
| What it is | A global technology and data platform empowering investment professionals with insights and tools. | A B2B SaaS investment infrastructure platform enabling firms to offer digital investment services. |
| Category | Fintech, SaaS, Wealth Management, Investment Management | Fintech, Wealth Management, SaaS, Investment Platforms |
| Sells toBusiness model | B2B | B2B |
| Offering | Software | Platform |
| Founded | 2009 | 2017 |
| Headquarters | New York City, United States | Berlin, Germany |
| Status | Active | Active |
Size, funding and growth
| Measure | Addepar | Upvest |
|---|---|---|
| Total funding | $412M | $392M |
| Latest round | Series G | Equity |
| Valuation | $3.3B | $1.1B |
| 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 | Upvest |
|---|---|---|
| StartupHub scoreOur 0-100 rating | 60/100 | 52/100 |
| Traction | 40/100 | 40/100 |
| Team | 60/100 | Not published |
| Community | 8/100 | Not published |
| Search visibility | 45/100 | 13/100 |
| Quality | 78/100 | 78/100 |
| Agent readinessHow well an AI agent can read and act on the site | D (48/100) | D (47/100) |
| Domain ratingLink authority, 0-100 | 75/100 | 48/100 |
Technology
Detected on each public site, so it reflects the marketing stack as well as the product.
| Measure | Addepar | Upvest |
|---|---|---|
| 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, Microsoft Clarity |
| Support stack | Zendesk | Zendesk |
| Open source | Yes | Yes |
Addepar vs Upvest: common questions
Which is better, Addepar or Upvest?
On our 0-100 score Addepar rates higher (60/100 against 52/100). 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 20 data points above: read the rows that match what you are buying for.
How do Addepar and Upvest compare on the numbers?
Addepar leads on our overall score (60/100 against 52/100), domain rating (75/100 against 48/100).
Read the full Addepar review and pricing or the Upvest review and pricing. You can also browse other Addepar alternatives we track.