Addepar vs Fundwave

Addepar

6.6 #24 in Portfolio Management Software

About Addepar

Fundwave

7.0 #14 in Portfolio Management Software

About Fundwave
AddeparFundwave
Free planNoNo
Free trialNoNo
Paid from—$800/mo
Open sourceNoNo
PlatformsWebAndroid, api, iOS, Web
Asset class coveragemulti_asset_alternatives—
Performance reportingYes—
Allocation analysisYes—
Risk analysisYes—
Tax-lot trackingYes—

Both are listed in Best Portfolio Management Software. On Inferse, Fundwave scores higher on our published basis.