FundCount vs Addepar

FundCount9.4Visit Addepar8.6Visit

Higher score FundCount #1 in Family Office Software 9.4/10 Paid ✓ 0 of 5 features Visit FundCount

vs

Addepar #8 in Family Office Software 8.6/10 Pricing on request ✓ 0 of 5 features Visit Addepar

• FundCount fits best

  Complex family offices needing full accounting

• Addepar fits best

  Investment-focused offices with alternative assets

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Side by side

Feature	FundCount 9.4/10 Visit ↗	Addepar 8.6/10 Visit ↗
At a glance
Editor score	9.4	8.6
Ranking	#1 in Family Office Software	#8 in Family Office Software
Best for	Complex family offices needing full accounting	Investment-focused offices with alternative assets
Pricing model	Paid	Paid
Starting price	$14,450/yr	Pricing on request
Free plan	—	Not checked yet
Free trial	—	—
Deployment	Cloud, Self-hosted, Desktop	Cloud
Platforms	Web, Windows, macOS, Linux	Web
Integrations	9 integrations	77+ integrations
Built for	Small business, Mid-market, Enterprise	Mid-market, Enterprise
Features FundCount 0/5 · Addepar 0/5
Consolidated reporting	Not checked yet	Not checked yet
Investment accounting	Not checked yet	Not checked yet
Entity management	Not checked yet	Not checked yet
Document management	Not checked yet	Not checked yet
Workflow automation	Not checked yet	Not checked yet
Specs
Data import methods	Not checked yet	Not checked yet
Our review
Pros	Covers public, private, real estate, derivative, and alternative assets Combines portfolio, partnership, and multi-currency general ledger accounting Offers automated feeds and investor reporting with MFA	Covers public and private investments, alternatives, and complex ownership structures Combines performance, attribution, risk, liquidity, and allocation analysis Offers custom dashboards, APIs, and wealth-platform integrations
Cons	Annual pricing starts at $14,450 and many solutions add fees The broad feature set may exceed the needs of smaller offices No free plan is available	Access is limited to web and API platforms Pricing requires contact with the vendor Its breadth may exceed the needs of simpler investment offices
Our verdict	FundCount is investment accounting and back-office software for family offices, fund administrators, hedge funds, private equity firms, and asset managers. Its platform combines portfolio accounting, partnership accounting, a general… Read the review →	Addepar is a cloud-based portfolio management and reporting platform for family offices, wealth managers, fund managers, institutional allocators, and investment professionals. It consolidates portfolio data across financial accounts and… Read the review →

Strengths and trade-offs

• FundCount — where it wins

  • Covers public, private, real estate, derivative, and alternative assets
  • Combines portfolio, partnership, and multi-currency general ledger accounting
  • Offers automated feeds and investor reporting with MFA

  Where it doesn't

  • Annual pricing starts at $14,450 and many solutions add fees
  • The broad feature set may exceed the needs of smaller offices
  • No free plan is available

• Addepar — where it wins

  • Covers public and private investments, alternatives, and complex ownership structures
  • Combines performance, attribution, risk, liquidity, and allocation analysis
  • Offers custom dashboards, APIs, and wealth-platform integrations

  Where it doesn't

  • Access is limited to web and API platforms
  • Pricing requires contact with the vendor
  • Its breadth may exceed the needs of simpler investment offices

• FundCount9.4/10 · Paid

  A broad accounting and reporting platform for complex, multi-entity family offices.

  Visit FundCountFull verdict →
• Addepar8.6/10 · Pricing on request

  A strong fit for complex family-office portfolios spanning public and private assets.

  Visit AddeparFull verdict →