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Addepar vs Archway
Side-by-side comparison of Addepar and Archway for family office teams — provider type, services, regions served, and related attributes drawn from each Simple directory listing.
Addepar
Archway
Provider Type
Technology Providers
Technology Providers
Tagline
Don't manage your data, activate it
The leading software and services solution for managing complex wealth operations.
Founded
2009
2002
Location
United States of America
United States of America
Verified
Verified
Verified
Categories
Consolidated ReportingData AggregationPortfolio ManagementTechnology provider
AccountingGeneral LedgerPortfolio AccountingPartnership AccountingInvestment AccountingFamily Office SoftwareData AggregationReportingClient PortalWorkflow AutomationBill PayExpense ManagementFund AdministrationAlternative Investment ManagementTechnology Provider
Services
Wealth Management
Consolidated ReportingPortfolio ManagementWealth ManagementFamily Office Accounting ServicesPartnership AccountingInvestment AccountingBill Pay AdministrationFund AccountingReporting SupportOperational OutsourcingAccounting Process Optimization
Target Segments
Multi-family officeSingle-family officeIndependent financial or investment advisor
Single Family OfficesMulti-Family OfficesWealth Management FirmsRegistered Investment AdvisorsPrivate BanksTrust CompaniesAlternative Asset ManagersFamily FoundationsUltra-High-Net-Worth Families
Regions Served
Global
North America
Client Types
SFOMFOPrivate Investment OfficeUHNW IndividualsInstitutional
Private Investment OfficeFamily FoundationUHNW IndividualsInstitutionalSFOMFO
Provider Type
Technology ProvidersTagline
Don't manage your data, activate itFounded
2009Location
United States of AmericaVerified
VerifiedCategories
Consolidated ReportingData AggregationPortfolio ManagementTechnology provider
Services
Wealth Management
Target Segments
Multi-family officeSingle-family officeIndependent financial or investment advisor
Regions Served
Global
Client Types
SFOMFOPrivate Investment OfficeUHNW IndividualsInstitutional
Website
Visit WebsiteProvider Type
Technology ProvidersTagline
The leading software and services solution for managing complex wealth operations.Founded
2002Location
United States of AmericaVerified
VerifiedCategories
AccountingGeneral LedgerPortfolio AccountingPartnership AccountingInvestment AccountingFamily Office SoftwareData AggregationReportingClient PortalWorkflow AutomationBill PayExpense ManagementFund AdministrationAlternative Investment ManagementTechnology Provider
Services
Consolidated ReportingPortfolio ManagementWealth ManagementFamily Office Accounting ServicesPartnership AccountingInvestment AccountingBill Pay AdministrationFund AccountingReporting SupportOperational OutsourcingAccounting Process Optimization
Target Segments
Single Family OfficesMulti-Family OfficesWealth Management FirmsRegistered Investment AdvisorsPrivate BanksTrust CompaniesAlternative Asset ManagersFamily FoundationsUltra-High-Net-Worth Families
Regions Served
North America
Client Types
Private Investment OfficeFamily FoundationUHNW IndividualsInstitutionalSFOMFO
Website
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