Addepar
7.0#27 in portfolio management softwareAndroidiOSWebAPI
VisitAddepar vs Snowball Analytics
Snowball Analytics
8.6#4 in portfolio management softwareFrom $79.99 a yearFree planAndroidiOSWeb
VisitWhat both publish
| Fact | Addepar | Snowball Analytics |
|---|---|---|
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Founded | 2009 | 2021 |
| Headquarters | New York City, New York, United States | Lyon, France |
| Performance reporting | Yes | Yes |
| Risk analysis | Yes | Yes |
| Security | The 2024–2025 SOC 3 report states that controls for the Analytics & Reporting and Navigator platforms were effective during July 1, 2024 through August 31, 2025 against applicable trust services criteria for security, confidentiality and privacy. | Snowball Analytics says it does not store broker or crypto-account credentials; Yodlee connections are read-only, and stored data is depersonalized and encrypted in transit. |
| Support | Current clients are directed to contact their Client Success Manager or use Addepar Learn for client support. | The pricing page directs users to Snowball Analytics' Knowledge Base for popular questions, tutorials, and usage advice. |
Addepar plans
- AddeparPriced on request
Snowball Analytics plans
- FreeFree
- Investor$149.99 a year
- Expert$249.99 a year
- Starter$79.99 a year
Pick Addepar if…
You want what its maker publishes above — check its page for the details.
Pick Snowball Analytics if…
It suits long-term retail investors who want an overview of investments across supported assets and broker connections. It may also help investors tracking dividend income or reviewing performance, risk and diversification.