Home / Integrations / Addepar
AI tools that integrate with Addepar
6 tools name Addepar as an integration on their own website. Integration depth varies, so confirm sync direction and fields with the vendor.
Compared
| Tool | Public pricing | Integrations | Security / compliance claims | Visit |
|---|---|---|---|---|
| Basic $59, Pro $75, Premier $99 per user/mo. AI Notetaker add-on intro rate $49/user/mo. 14-day free trial. ↗ wealthbox.com/pricing | Addepar, Altruist, Orion, Black Diamond, eMoney, MoneyGuide, RightCapital, Schwab, Fidelity, Tamarac, Holistiplan, Nitrogen, Asset-Map, Box, Dropbox, Egnyte, Zapier, Calendly, Slack, Claude ↗ wealthbox.com/integrations | SOC 2 Type II (pricing page); SSO mentioned ↗ wealthbox.com/pricing | Visit | |
| Basic $149.95, Premium $209.95, Platinum $254.95 per advisor/mo. Assistant access $40/mo. ↗ rightcapital.com/pricing | Redtail, Wealthbox, Orion, Black Diamond, Addepar, eMoney, MoneyGuide, Schwab, Fidelity, Pershing, Altruist, Tamarac, Morningstar, Advyzon, SS&C, Nitrogen ↗ rightcapital.com/integrations | None found | Visit | |
| No public pricing found on the vendor pages we checked (demo/quote). ↗ justvanilla.com | Salesforce, Orion, Black Diamond, Addepar, eMoney ↗ justvanilla.com/product-integrations | Says it has completed four consecutive SOC 2 Type II audits with zero findings; AES-256, SSO and MFA mentioned on integrations page ↗ justvanilla.com | Visit | |
| Not published ('Inquire for Pricing'). ↗ wealth.com/pricing | Salesforce, Wealthbox, Redtail, Advyzon, eMoney, Orion, Addepar, Black Diamond, Schwab ↗ wealth.com | SOC 2 Type II; Data encrypted at rest and in transit, stored in the U.S.; SOC 2 Type 2 audit ↗ wealth.com/pricing | Visit | |
| No public pricing found on the vendor pages we checked (demo/quote). ↗ canoeintelligence.com | Addepar, Orion, Black Diamond, Tamarac ↗ canoeintelligence.com | None found | Visit | |
| Professional $149/mo or $1,699/yr. Elite $199/mo or $2,269/yr. 30-day free trial. ↗ asset-map.com/pricing | Orion, Black Diamond, Addepar, eMoney, RightCapital, Schwab, Holistiplan, Box, Dropbox ↗ asset-map.com/product/integrations | SOC 2 (stated) ↗ asset-map.com | Visit |
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