---
title: "Addepar - Reviews, Revenue and Downloads in United States | Apple App Store"
description: "Addepar provides the most recent portfolio data to advisors and their clients. Users can see net worth, performance, and asset allocation. Dive deep into the portfolio by asset class and view major tr"
---

# Addepar — United States
> Wealth management platform

![Addepar App Icon](https://is1-ssl.mzstatic.com/image/thumb/Purple221/v4/2e/86/49/2e864930-0dce-9f5b-cec2-3c01ab3da6bb/AppIcon-0-0-1x_U007epad-0-1-0-85-220.png/434x0w.png)

**Developer:** [ADDEPAR](https://apptail.io/developer/addepar-UAbb)
**Category:** Finance
**Rating:** 3.9/5 (58 ratings)
**Price:** Free
**Bundle ID:** com.addepar.addepar-ios
**Store:** Apple App Store
**Country:** United States
**Version:** 278.0.0 (released 2026-10-29)
**Original Release:** 2019-06-14
**Languages:** English

**App Store Link:** [Download on Apple App Store](https://apps.apple.com/us/app/app/id1373346931)
**AppTail Page:** [https://apptail.io/app/addepar-oWU/united-states](https://apptail.io/app/addepar-oWU/united-states)

## Addepar Description
Addepar provides the most recent portfolio data to advisors and their clients. Users can see net worth, performance, and asset allocation. Dive deep into the portfolio by asset class and view major transactions.

Interested in Addepar, but not sure if your financial advisor uses it? Ask about Addepar in your next meeting, and get ready for a clearer financial picture at every level.

## Addepar Screenshots
- [Screenshot 1](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/b2/3b/2f/b23b2fef-ba9d-a888-9d2a-ac2d08b9efb9/iPad_13__U00282064_x_2752_U0029_01_no_alpha.png/2752x2064.png)
- [Screenshot 2](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/11/e9/bd/11e9bda8-6542-a74e-7767-bcf97a02502e/iPad_13__U00282064_x_2752_U0029_02_no_alpha.png/2752x2064.png)
- [Screenshot 3](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/e4/b0/d6/e4b0d6e5-e37e-bab4-fd6f-738c6e5d34dc/iPad_13__U00282064_x_2752_U0029_03_no_alpha.png/2752x2064.png)
- [Screenshot 4](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/8d/69/9f/8d699fe4-9fa1-4ab6-c2a8-4bdd164a5aa2/iPad_13__U00282064_x_2752_U0029_04_no_alpha.png/2752x2064.png)

## Addepar Rating Breakdown in United States
- 5 stars: 40 (69%)
- 4 stars: 1 (2%)
- 3 stars: 2 (3%)
- 2 stars: 2 (3%)
- 1 stars: 13 (22%)

## Addepar Reviews in United States

### *---- "Very unreliable"
Every time they update the app it breaks for weeks at a time. Last 4 times in a row. Pretty sad for a financial services app. If I could give it -1 stars I would. Shocking this company is so well funded and can’t afford decent software engineering.
-- darshington, 2025-11-26

### *---- "App update"
I’ve uploaded the app a half dozen times and logged on but it keep asking me to update the app and then it freezes. I’ve had problems with app since I uploaded it.
-- Roland T. Stiles, 2025-11-15

### *---- "App doesn’t open"
App shows a message saying I need to update the app, sends me to the app store, I update the app, open it and sends the same message. This goes on and, ands has been going for months
-- felialonso1, 2024-07-10

### *---- "Crappy quality and limited interface"
The app stopped working (dies upon launch) on iPhone about a month ago. 2 updates later, it still does work. The chart for portfolio and subsets is no longer an option - might as well look at an excel sheet.
-- animal_eh!, 2024-03-24

### **--- "Persistently Buggy and Frustrating"
Addepar struggles to deliver a satisfactory user experience and this app is buggy and frustrating. The basic functionality (date range, portfolio/account selection, and valuation refresh) does not work reliably or intuitively so it is hard to simply select an account and then check the account value as of a given date. I suspect the programming team is either dysfunctional or is trying to do too much and has tried to add “bells and whistles” that also do not work resulting in an overall poor app. Addepar should get the basic features working reliably. Having a functional app is a critical component of the overall value proposition of the Addepar service.
-- app-out, 2022-12-24

### ***-- "PIN # Never World"
It been a little frustrating since the pin # never works… but besides this the app works well..
-- mot noswot, 2022-03-21

### *---- "Not useful"
App isn’t useful. Info doesn’t format to the iPhone. Doesn’t use Face ID.
-- Math Geek 2.0, 2021-11-22

### ***-- "Interface &amp; power great, performance very intermittent"
It’s a great app, and the desktop web interface is fabulous. But more often than not, the load time for your portfolio post verification is interminable. It’s weird - occasionally snappy but very frequently just sit and spin. No error messaging, no way to diagnose, no improvement in this facet over the year I’ve been using it. Fix the delay / interminable wait, and I’ll love it.
-- Johnny Opz, 2021-07-24

### ***** "Very intuitive"
As an end user I have been waiting for this app for a long time. Excellent layout, well thought out and runs really smooth. Great app!! *****
-- Jan Longbranch, 2019-05-20

[View all Addepar reviews and detailed analytics on AppTail](https://app.apptail.io/signup?utm_campaign=ai-crawl&amp;utm_content=reviews)



## Addepar Discovered Keywords
- investment management
- portfolio management

## Apps Similar to Addepar
- [Fidelity Digital Assets](https://apptail.io/app/fidelity-digital-assets-Snq/united-states)
- [Goldman Sachs Marquee](https://apptail.io/app/goldman-sachs-marquee-rws/united-states)
- [Koyfin: Market Data &amp; Analysis](https://apptail.io/app/koyfin-market-data-analysis-ilC/united-states)
- [ComplianceAlpha](https://apptail.io/app/compliancealpha-lTU/united-states)
- [GS PWM](https://apptail.io/app/gs-pwm-FPeb/united-states)
- [BNY Pershing Access](https://apptail.io/app/bny-pershing-access-oBnb/united-states)
- [NetX360® Mobile](https://apptail.io/app/netx360-mobile-gZsb/united-states)
- [Cresset](https://apptail.io/app/cresset-ZITo/united-states)
- [Jump AI](https://apptail.io/app/jump-ai-Uhep/united-states)
- [GS Custody Solutions](https://apptail.io/app/gs-custody-solutions-Kxvp/united-states)

## Addepar Available In
- [United States](https://apptail.io/app/addepar-oWU/united-states)
- [United Kingdom](https://apptail.io/app/addepar-oWU/united-kingdom)
- [Germany](https://apptail.io/app/addepar-oWU/germany)
- [Australia](https://apptail.io/app/addepar-oWU/australia)
- [Belgium](https://apptail.io/app/addepar-oWU/belgium)
- [Brazil](https://apptail.io/app/addepar-oWU/brazil)
- [Canada](https://apptail.io/app/addepar-oWU/canada)
- [Switzerland](https://apptail.io/app/addepar-oWU/switzerland)
- [Chile](https://apptail.io/app/addepar-oWU/chile)
- [Colombia](https://apptail.io/app/addepar-oWU/colombia)
- [Cyprus](https://apptail.io/app/addepar-oWU/cyprus)
- [Czechia](https://apptail.io/app/addepar-oWU/czechia)
- [Denmark](https://apptail.io/app/addepar-oWU/denmark)
- [Dominican Republic](https://apptail.io/app/addepar-oWU/dominican-republic)
- [Algeria](https://apptail.io/app/addepar-oWU/algeria)
- [Ecuador](https://apptail.io/app/addepar-oWU/ecuador)
- [Estonia](https://apptail.io/app/addepar-oWU/estonia)
- [Egypt](https://apptail.io/app/addepar-oWU/egypt)
- [Spain](https://apptail.io/app/addepar-oWU/spain)
- [Finland](https://apptail.io/app/addepar-oWU/finland)
- [France](https://apptail.io/app/addepar-oWU/france)
- [South Africa](https://apptail.io/app/addepar-oWU/south-africa)
- [Argentina](https://apptail.io/app/addepar-oWU/argentina)
- [Austria](https://apptail.io/app/addepar-oWU/austria)
- [Sweden](https://apptail.io/app/addepar-oWU/sweden)
- [Singapore](https://apptail.io/app/addepar-oWU/singapore)
- [Slovenia](https://apptail.io/app/addepar-oWU/slovenia)
- [Slovakia](https://apptail.io/app/addepar-oWU/slovakia)
- [Thailand](https://apptail.io/app/addepar-oWU/thailand)
- [Tunisia](https://apptail.io/app/addepar-oWU/tunisia)
- [Türkiye](https://apptail.io/app/addepar-oWU/turkey)
- [Taiwan](https://apptail.io/app/addepar-oWU/taiwan)
- [Vietnam](https://apptail.io/app/addepar-oWU/vietnam)
- [United Arab Emirates](https://apptail.io/app/addepar-oWU/united-arab-emirates)
- [Greece](https://apptail.io/app/addepar-oWU/greece)
- [Hong Kong SAR China](https://apptail.io/app/addepar-oWU/hong-kong)
- [Croatia](https://apptail.io/app/addepar-oWU/croatia)
- [Hungary](https://apptail.io/app/addepar-oWU/hungary)
- [Indonesia](https://apptail.io/app/addepar-oWU/indonesia)
- [Ireland](https://apptail.io/app/addepar-oWU/ireland)
- [Israel](https://apptail.io/app/addepar-oWU/israel)
- [India](https://apptail.io/app/addepar-oWU/india)
- [Italy](https://apptail.io/app/addepar-oWU/italy)
- [Japan](https://apptail.io/app/addepar-oWU/japan)
- [South Korea](https://apptail.io/app/addepar-oWU/south-korea)
- [Kuwait](https://apptail.io/app/addepar-oWU/kuwait)
- [Kazakhstan](https://apptail.io/app/addepar-oWU/kazakhstan)
- [Lithuania](https://apptail.io/app/addepar-oWU/lithuania)
- [Luxembourg](https://apptail.io/app/addepar-oWU/luxembourg)
- [Mexico](https://apptail.io/app/addepar-oWU/mexico)
- [Malaysia](https://apptail.io/app/addepar-oWU/malaysia)
- [Nigeria](https://apptail.io/app/addepar-oWU/nigeria)
- [Netherlands](https://apptail.io/app/addepar-oWU/netherlands)
- [Norway](https://apptail.io/app/addepar-oWU/norway)
- [Nepal](https://apptail.io/app/addepar-oWU/nepal)
- [New Zealand](https://apptail.io/app/addepar-oWU/new-zealand)
- [Peru](https://apptail.io/app/addepar-oWU/peru)
- [Philippines](https://apptail.io/app/addepar-oWU/philippines)
- [Pakistan](https://apptail.io/app/addepar-oWU/pakistan)
- [Poland](https://apptail.io/app/addepar-oWU/poland)
- [Portugal](https://apptail.io/app/addepar-oWU/portugal)
- [Romania](https://apptail.io/app/addepar-oWU/romania)
- [Saudi Arabia](https://apptail.io/app/addepar-oWU/saudi-arabia)
- [Bermuda](https://apptail.io/app/addepar-oWU/bermuda)
- [Latvia](https://apptail.io/app/addepar-oWU/latvia)
- [Jordan](https://apptail.io/app/addepar-oWU/jordan)
- [North Macedonia](https://apptail.io/app/addepar-oWU/north-macedonia)
- [Panama](https://apptail.io/app/addepar-oWU/panama)
- [Angola](https://apptail.io/app/addepar-oWU/angola)
- [Qatar](https://apptail.io/app/addepar-oWU/qatar)
- [Nicaragua](https://apptail.io/app/addepar-oWU/nicaragua)
- [Oman](https://apptail.io/app/addepar-oWU/oman)
- [Iceland](https://apptail.io/app/addepar-oWU/iceland)

---

## About AppTail

[AppTail](https://apptail.io) is a mobile app intelligence platform providing app analytics, ASO (App Store Optimization) tools, keyword tracking, competitor analysis, revenue estimates, and review monitoring for iOS App Store apps. Track your app's performance, discover ranking keywords, monitor competitors, and analyze market trends.

- [Search Apps](https://apptail.io)
- [Top Charts](https://apptail.io/top-iphone-apps)
- [Sign Up for Full Access](https://app.apptail.io/signup?utm_campaign=ai-crawl&amp;utm_content=footer)

*Data provided by [AppTail](https://apptail.io) - Mobile App Intelligence Platform*
