Addepar vs Orion
Updated June 2026 · A structured head-to-head comparison.
The verdict
Both Addepar and Orion are credible wealth management tools, and the right pick comes down to your priorities.
Choose Addepar if you want a higher overall rating (4.4/5). Wealth data and analytics.
Orion — Tech platform for advisors.
Addepar vs Orion: side by side
| Dimension | Addepar | Orion |
|---|---|---|
| Starting price | Custom | Custom |
| Free plan | No | No |
| Pricing model | Subscription | Subscription |
| Best for | Family Offices, Wealth Managers | Rias, Advisors |
| Platforms | Web, Api | Web, Ios, Android |
| Rating | 4.4/5Winner | 4.2/5 |
Addepar key facts
- Vendor
- Addepar
- Pricing
- Subscription — Custom
- Free tier
- No
- Platforms
- Web, Api
- Best for
- Family Offices, Wealth Managers
- Editor rating
- 4.4 / 5
- Founded
- 2009
- Headquarters
- Mountain View, CA, USA
Orion key facts
- Vendor
- Orion Advisor Solutions
- Pricing
- Subscription — Custom
- Free tier
- No
- Platforms
- Web, Ios, Android
- Best for
- Rias, Advisors
- Editor rating
- 4.2 / 5
- Founded
- 1999
- Headquarters
- Omaha, NE, USA
Frequently asked questions
Is Addepar better than Orion?
Neither is universally better — Addepar edges ahead on overall rating, but the best choice depends on price, platforms, and your use case. See the side-by-side table above.
Is Addepar or Orion cheaper?
Addepar is the more affordable of the two to get started, at custom. Addepar starts at custom; Orion starts at custom.
Can Addepar replace Orion?
Yes for most teams — both are wealth management tools with heavily overlapping features. The main trade-offs are pricing and platform support, covered in the comparison above.