Orion vs Addepar: Features, Coverage and Pricing Compared (2026)

Key Features Compared

Orion vs Addepar at a Glance, November 2026

Feature	Orion	Addepar
Ratings
Fintech Index score	81 / 100Higher score	77 / 100
Overview
What it is	Orion offers software for financial advisors that covers client relationship management, planning, portfolio accounting, trading, and compliance, plus a marketplace of investment models	Addepar, a data platform for investment professionals, combines portfolio data from many sources, including private market investments, so they can analyze and report on client assets
Who it suits	RIAs and broker-dealers; 17 of the top 20 firms on Barron's 2025 RIA list	More than 1,500 firms in more than 60 markets
Main products	Redtail CRM, planning, portfolio accounting, billing, tax-aware trading, compliance, risk analytics, client portal, TAMP, and Denali AI	Data aggregation, analysis, billing, client reporting, a branded portal, and the ADX data environment
Where it operates	United States	More than 60 markets
Products and features
Holds client assets	Software and TAMP; assets stay at custodians	Software only
Portfolio software	Full suite	Reporting and analysis
Pricing
How pricing works	Tech stacks from $13,000, $18,000, or $28,000 a year	Not published; contact form
Published prices	From $13,000 a year	Quote only
Technology and compliance
Regulation and protection	Registered advisers provide its TAMP, custom indexing, and OCIO services	Software only; not a custodian or broker-dealer
App and platform	Denali AI, first tier included	Public APIs and ADX on Databricks
Integrations and partners	Monthly fee for third-party vendors to reach client data since October 2026	Hundreds of direct data feeds
Onboarding and support	User ratings above average for portfolio management, below for CRM and planning	Sales-led implementation
Company
Founded	1999	2009
Headquarters	Omaha, Nebraska	New York, New York
Ownership	Private, majority owned by funds of Genstar Capital and TA Associates	Private
Funding	Owned by funds of Genstar Capital and TA Associates	Raised $230M in its 2025 Series G, from Vitruvian Partners, WestCap, 8VC and others
Key leader	Natalie Wolfsen	Eric Poirier
Scale	$6.6T of platform assets and 8.6 million technology accounts	More than $10T of assets on the platform in October 2026

Fintech Index Scores Compared

We rate every company on eight criteria from 0 to 100, four tied to what buyers in its sector need and four shared by every company, and the rating is their average. Orion scores 81 and Addepar scores 77.

Criterion Scores Out of 100

Key Differences Between Orion and Addepar

Scope

Orion covers CRM, planning, accounting, billing, trading, compliance, and a portal. Addepar covers aggregation, analysis, billing, reporting, and data delivery.

Clients

Orion says 17 of the top 20 firms on Barron's 2025 RIA list use it. Addepar serves more than 1,500 firms in 60+ markets.

Pricing

Orion's tech stacks start at $13,000 a year. Addepar does not publish prices.

Pros and Cons

Who Each Is Best For

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Frequently Asked Questions