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Addepar vs Ziggma Comparison

Last updated:

Addepar

4.1(4 reviews)

Starting at Contact for pricing

  • Large Enterprises
  • Medium Business

Addepar portfolios combine analytics and insights to deliver powerful insights for informed investing. Operations, sales, and investor teams leverage Addepar's tools to build and execute on strategy; business users are m…

Ziggma

4.9(11 reviews)

Starting at Contact for pricing

  • Large Enterprises
  • Medium Business

Ziggma is a set of financial Portfolio Management software tools. It comes with a portfolio manager, a portfolio display tool, a global market place for Trading stocks, ETF, Mutual Funds and Futures using the ETS Exchang…

Ziggma leads on user satisfaction with a 4.9-star rating across 11 reviews.

Spotsaas Analysis

AddeparZiggma

The core difference between Addepar and Ziggma lies in their target audience and functionality; Addepar is geared towards medium to large enterprises while Ziggma caters to small and medium businesses with a focus on diverse investment portfolio management. Ideal buyers for Addepar are larger organizations seeking robust financial data management, whereas Ziggma is best suited for smaller firms needing comprehensive tracking and analysis of various investment types.

- Designed for medium to large enterprises - Focuses on financial data management - Offers advanced analytics and reporting - Not specifically tailored for small businesses - Ideal for organizations with complex investment needs - Pricing details not disclosed

- Best for small to medium businesses - Specializes in managing diverse investment portfolios - Integrates global trading tools - Offers tracking across 9500+ companies and 6000 industries - Provides analysis for stocks, mutual funds, and futures - Pricing details not disclosed

Addepar vs Ziggma — at a glance

FeatureAddeparZiggma
Rating4.1 / 54.9 / 5
Reviews411
Starting priceContact for pricingContact for pricing
Free trial No No
Free version No No
Best forLarge Enterprises, Medium Business, Small BusinessLarge Enterprises, Medium Business, Small Business
CategoryInvestment Portfolio Management SoftwareInvestment Portfolio Management Software
PlatformsSaaS/Web/Cloud, Mobile - iOSSaaS/Web/Cloud
APIAvailable—
Support modesOnlineOnline
CertificationsSOC 2, GDPR—
Data residencyUSUS

Key differences between Addepar and Ziggma

  • User satisfaction: Ziggma scores higher with a 4.9-star average.
  • Deployment: Addepar supports SaaS/Web/Cloud, Mobile - iOS; Ziggma supports SaaS/Web/Cloud.

Addepar vs Ziggma — find the better fit before you commit.

01

Which tool fits your team best

02

Which is actually cheaper for your team size

03

Where each product wins, per real buyers

Most Investment Portfolio Management Software tools look identical on paper. This comparison cuts to the differences that matter — pricing structure, team fit, and what real buyers found after signing up.

Addepar - Investment Portfolio Management Software
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Ziggma - Investment Portfolio Management Software
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Addepar vs Ziggma: Biggest differences

Start here before you go deeper into features.

Addepar

Best for

Large Enterprises, Medium Business, Small Business

Ziggma

Best for managing diverse investment portfolios with integrated global trading tools.

Choose if
  • You need comprehensive tracking across 9500+ companies and 6000 industries.
  • You want integrated analysis for stocks, mutual funds, and futures in one platform.
  • You require access to a global marketplace for trading via the ETS Exchange.
Consider alternatives if
  • You prefer transparent, publicly disclosed pricing before committing.
  • You only need simple, single-asset tracking without complex portfolio tools.

Addepar typically suits Large Enterprises and Medium Business. Ziggma tends to fit Large Enterprises and Medium Business better. The right choice depends on your team size, workflow, and whether a free trial matters.

Description

Addepar portfolios combine analytics and insights to deliver powerful insights for informed investing. Operations, sales, and investor teams leverage Addepar's tools to build and execute on ... Read More about Addepar

Ziggma is a set of financial Portfolio Management software tools. It comes with a portfolio manager, a portfolio display tool, a global market place for Trading stocks, ETF, Mutual Funds ... Read More about Ziggma

Free Trial Availability

  • No free trial
  • No free trial

User Ratings

Based on verified Spotsaas reviews

4.13

(4)

4.86

(11)

Best Company Size

Medium BusinessLarge Enterprises
Small BusinessMedium Business
Get pricing help
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Software Demo

Demo

No software demo available

Ziggma has not given any software demo yet

If you're the owner of this profile, add your demo.Contact us

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How do Addepar and Ziggma Compare on Features?

Total Features

5 Features

5 Features

Unique Features

No unique features

No unique features

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Compare Addepar and Ziggma on pricing

Review starting price, plan structure, and free-trial access side by side so you can see which option fits your budget and buying process.

Addepar vs Ziggma: Other Details

Organization Types supported

  • Freelancers
  • Individuals
  • Medium Business
  • Small Business
  • Large Enterprises
  • Freelancers
  • Individuals
  • Medium Business
  • Small Business
  • Large Enterprises

Platforms Supported

  • Mobile - Android
  • Mobile - iOS
  • Browser Based (Cloud)
  • Installed - Windows
  • Browser Based (Cloud)
  • Mobile - Android
  • Mobile - iOS
  • Browser Based (Cloud)
  • Installed - Windows
  • Browser Based (Cloud)

Modes of support

  • 24/7 (Live rep)
  • Business Hours
  • Online
  • 24/7 (Live rep)
  • Business Hours
  • Online

API Support

  • Available
  • Not Available
Get help choosing
Get help choosing

Addepar vs Ziggma Security & Compliance

Certifications, data handling, and security controls for IT and compliance evaluators.

SOC 2

✓ Yes
—

HIPAA

✗ No
✗ No

GDPR

✓ Yes
—

Single Sign-On (SSO)

✓ Yes
—

Multi-Factor Auth (MFA)

✓ Yes
—

Data Encryption

✓ Yes
—

Audit Logs

✓ Yes
—

Data Residency

🇺🇸 US
🇺🇸 US

Addepar User Reviews & Rating Comparison

User Ratings

Rating Distribution

1

3

0

0

0

10

1

0

0

0

Spotsaas Editor’s POV generated by AI

Buyer sentiment

No publicly available user ratings or reviews to summarize buyer sentiment.

What buyers like

  • Advanced analytics tools
  • User-friendly interface
  • Supports team collaboration

Common complaints

  • Can be expensive for small firms
  • Requires training for full utilization
  • Limited third-party integrations

Buyer sentiment

Overall buyer sentiment is very positive but based on a small number of reviews.

What buyers like

  • Comprehensive market coverage
  • Integrated analysis tools
  • Portfolio diversity capabilities

Common complaints

  • Pricing opacity
  • Limited user feedback

Pros and Cons

  • Powerful analytics and insights for informed investing

  • Self-service access to data and collaboration tools

  • Intuitive platform that improves productivity for financial advisors

  • Pricing is quotation based and not publicly available

  • No publicly available user ratings or reviews

  • Comprehensive tracking of over 9500 companies across 6000 industries

  • Integrated tools for analyzing stocks, mutual funds, and futures

  • Global marketplace access for trading via ETS Exchange

  • Pricing is quotation based and not publicly disclosed

  • Limited user rating data with only 9 reviews

Positive Reviews

No reviews available for the product

No reviews available for the product

Used Addepar or Ziggma? Tell buyers what actually differs.

Media and Screenshots

Videos

video-0

1 Videos

No videos available.

Top Alternatives to Addepar and Ziggma in 2026

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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

Frequently asked questions

Which is better, Addepar or Ziggma?
Ziggma edges out the other on user ratings (4.9 vs 4.1). That said, the best pick depends on your use case, so use the comparison tables above to evaluate each dimension.
Do Addepar and Ziggma offer a free trial?
Neither Addepar nor Ziggma currently lists a free trial.
What is the starting price of Addepar vs Ziggma?
Addepar starts at Contact for pricing. Ziggma starts at Contact for pricing.
What are the top alternatives to Addepar?
Top alternatives to Addepar include Assetmax, Ziggma, Croesus Advisor, Sharesight, Acorns.
What are the top alternatives to Ziggma?
Top alternatives to Ziggma include Sharesight, Morningstar Office, Morningstar Direct, Seeking Alpha, Assetmax.