QuantRidge vs Addepar
Portfolio reporting and analytics for large RIAs and family offices.
What each one is for
Complex, multi-entity balance sheets with alternatives and private holdings. At the top end of the market its reporting is in a class of its own.
Running a taxable portfolio with the tax consequences attached — cost basis across every account, wash-sale warnings before the repurchase, harvestable losses, Roth conversion room against bracket thresholds, and a Form 8949 your preparer can file from.
Choose Addepar if
You run a family office or a large firm with genuinely complex holdings.
We would rather say that here than have you find it out a month after subscribing to the wrong thing.
Where QuantRidge differs
Addepar is built for institutions and priced accordingly. QuantRidge targets the firm that needs most of that rigour without an enterprise implementation.
The thing Addepar cannot offer
Addepar is implementation-led enterprise reporting for family offices and institutions, where the roadmap answers to clients with committees and contracts. The reporting depth is real; so is the fact that an individual investor has no voice in it.
QuantRidge is small enough that one person's problem can become a feature. The Founding 50 is built around exactly that: 50 accounts at $40/month for 12 months, in exchange for telling us what is missing. We build it and you watch it ship. Month 13 renews at $175, which we would rather say here than in a footnote.
Questions people ask
Is QuantRidge a replacement for Addepar?
Not always, and this page says where it is not. You run a family office or a large firm with genuinely complex holdings. If that describes you, Addepar is the better choice and plenty of people run both.
What does QuantRidge cost?
$175 a month for individuals, flat, with a 14-day free trial and no percentage of your assets. A limited Founding 50 offer is open: the next 50 approved accounts pay $40/month for 12 months, then renew at the $175 list price.
Can I run QuantRidge and Addepar together?
Yes, and for some people that is the right setup rather than a compromise. What Addepar is for: Complex, multi-entity balance sheets with alternatives and private holdings. At the top end of the market its reporting is in a class of its own. QuantRidge connects to brokerages read-only and does not touch anything Addepar is doing, so running both costs you nothing beyond the second subscription.
Does QuantRidge manage my money?
No. QuantRidge is software, not a Registered Investment Adviser, broker or custodian. Brokerage connections are read-only — it can see positions and transactions but cannot trade or move money. Your money stays where it is.
Also compared with
Addepar is a trademark of its owner and is not affiliated with QuantRidge. This comparison reflects our understanding as of the date above; confirm anything decisive on their site. Nothing here is investment, tax or legal advice.