Andrew Wilkinson replaced Addepar

Now: Custom portfolio tracker built with Claude Code

$50K–$100Ksaved per year, running cost not disclosed

Andrew Wilkinson's family office CFO replaced Addepar, priced at $50,000 to $100,000 a year, with a portfolio tracker built with Claude Code.

Receipt #00672026-05-09

Andrew Wilkinson

Old billAddepar price range: ~~$4,167–$8,333~~
NowCustom portfolio tracker built with Claude Code: Not disclosed

Saved per month$4,167–$8,333/mo

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Timeline

Replaced2026-05-09

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claude

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