# Addepar

> Data consolidation and AI analytics platform for wealth management firms

- **Canonical URI:** https://www.vioscale.ai/software/addepar
- **Category:** Wealth Management
- **Homepage:** https://addepar.com
- **Also known as:** addepar
- **Profile claimed by vendor:** no
- **Last updated:** 2026-08-24T13:25:42.428Z

## Vioscale score

**32.9 / 100**, confidence 9% (low). Computed 2026-09-01.

Composite of weighted, independently-sourced signals (no user reviews, no vendor payment).

| Signal | Score | Weight | Contribution | Evidence present |
|---|--:|--:|--:|:--:|
| price_level | 0 | 0.052 | 0 | - |
| reliability | 0 | 0.073 | 0 | - |
| capabilities | 45.8 | 0.04877777777777778 | 2.2 | ✓ |
| integrations | 17.3 | 0.04066666666666666 | 0.7 | ✓ |
| security_posture | 5 | 0.073 | 0 | - |
| pricing_transparency | 0 | 0.084 | 0 | - |

## About

Consolidates financial data from multiple custodians and sources into a unified platform with AI-driven analytics. Enables portfolio management, reporting automation, and operational scaling for wealth advisors and financial professionals.

_Independently observed._

## Platform & deployment

- **Platforms:** Web
- **Deployment:** Cloud / SaaS

## Integrations (3)

_Independently observed._

- eMoney Advisor
- Envestnet MoneyGuide
- Libretto

## Capabilities

_The capabilities that matter for Wealth Management. "-" = undocumented, not absent._

| Capability | Supported |
|---|:--:|
| **Capabilities** | |
| Schwab fidelity pershing custodial data sync | - |
| Monte carlo retirement simulation planning | - |
| Automated portfolio rebalancing and tax loss harvesting | - |
| Aum fee calculation and direct billing push | ✓ |
| Client facing white label portal and mobile app | ✓ |
| Sec finra compliant email and document archiving | - |
| Risk tolerance questionnaires and scoring | - |
| Held away asset aggregation plaid byallaccounts | - |
| Estate and tax planning scenarios | - |
| SOC2 type ii | - |
| ISO 27001 | - |
| Pricing model | - |

## Facts

Every value below carries its source and our confidence. Facts are re-crawled on a freshness schedule.

### integrations

| Attribute | Value | Source | Retrieved | Confidence |
|---|---|---|---|---|
| integrations.count | 3 | [link](https://addepar.com) | 2026-08-24 | 60% (medium) |

### market

| Attribute | Value | Source | Retrieved | Confidence |
|---|---|---|---|---|
| market.availability | `{"primaryMarkets":[],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | [link](https://addepar.com) | 2026-08-24 | 75% (high) |

### security

| Attribute | Value | Source | Retrieved | Confidence |
|---|---|---|---|---|
| security.gdpr | yes | [link](https://addepar.com/legal/privacy-policy) | 2026-08-24 | 75% (high) |

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*Source: Vioscale (https://www.vioscale.ai/software/addepar). Independent, evidence-based software intelligence. Cite the canonical URI.*