Addepar vs Asset Vantage
You are looking for alternatives to Addepar. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

Addepar
Category
Consolidated Reporting
A wealth management platform that infuses transparency into complex financial information across functions and reporting, Addepar connects data, family office technology and people. The solution is designed to assist in achieving multi-generational family objectives by facilitating informed decisions through actionable insights and tailored reporting.
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Asset Vantage
Category
Consolidated Reporting
Based in the USA, Asset Vantage offers an intelligent technology platform leveraging integrated performance reporting and general ledger technology. Providing a consolidated view of the family office's entire net worth, Asset Vantage is a tool for single family offices, multi family offices and CPA firms to gain a holistic view of financial health.
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Employees
- 800+
Revenue
-
Founded
- 2009
Ownership
- Owned by management
- External investors
- Key staff have ownership
Incorporated
- United States of America
Locations
- New York
- Salt Lake City
- Mountain View
- Edinburgh
- London
Top 5 Markets
- United States of America
- Canada
- Switzerland
- Brazil
- United Kingdom
Total AUM
- $4 trillion
Avg. AUM per client
-
- 50-100
-
- 2011
- Owned by management
- External investors
- United States of America
- Stamford, CT, USA
- Mumbai, India
- Pune, India
- Singapore
- United States of America
- India
- GCC – (UAE, Bahrain, Oman, KSA)
- United Kingdom
- Australia/New Zealand
-
- $150-200 million
Client
Focus
- Single-family offices
Secondary focus
- Multi-family offices
- Individual wealth owners
- Independent financial advisors
- Registered investment advisors
- Banks
Number
- 800+
- Single-family offices
- Individual Wealth Owners
- Multi-Family Offices
- Financial advisors
- Accounting Firms
- Trust Companies
- Banks & Institutions
- 220+ SFOs Directly
- 25+ MFOs/CPAs (130+ Families Served)
Product
Main tasks
- Data aggregation
- Portfolio management, forecasting & optimisation
- Consolidated reporting
- Ownership look-through
- Trading & rebalancing
Top features
- Data aggregation & management
- Portfolio analysis
- Consolidated and bespoke reporting
- Governance
- Client portal
-
Multi-custodial feeds
-
Look-through for complex nested ownership structures
-
Consolidated net worth tracking across assets, accounts, custodians, geographies and currencies
Assets supported
- Bankable assets
- Private equity
- Real estate
- Rare collectables (luxury cars, boats, high-value jewelry)
- Cryptocurrency
Compliance
- FinSA/FinIA
Whitelabel
- Yes
- Partnership Accounting
- Consolidated Reporting
- Portfolio Analytics
- Data Aggregation
- Document Management
- Consolidated view across all liquid and illiquid Asset Classes & Entity Structures
- Multi-Period performance & benchmarking
- Partnership accounting and entity look-through
- Global listed equities & fixed income traded asset pricing
- Integrated General Ledger
- Consolidating & Multi-Period Balance Sheet & Trial Balance
- Consolidating & Multi-Period Income Statement
- Capital Flow Reporting
- Fully Configurable & exportable widget dashboard across Performance Reporting
- Custodian transactions sync & reconciliation
- Document Vault
- Integration with Bill.com
- Check Writing
- User Permissions & Entitlements
- Transparent Pricing
- Bankable Assets
- Private Equity
- Real Estate
- Derivatives
- Private Assets (e.g. collectables, luxury cars, boats, high-value art etc)
- Venture Investments
- GDPR
- SOC/SOC 2
- Yes
Technology
Type Of Software
- SaaS
Security
- Hosted on AWS
- 2-factor authentication & single-sign-on (SSO)
- Encrypted data in transit and at rest
- SOC 2 Type 2 Certification
Ecosystem
- Java
Integrations
- CRM: Salesforce, Practifi, Salentica
- Trading & rebalancing: RedBlack, Blaze
- ALTs data management: PCR, Canoe, Strata
- Financial planning: eMoney, MoneyGuide Pro, Libretto
- Risk management: RCI, Hidden Levers, Jacobi
- General ledger: QuickBooks, Sage
- Custodial portals: Fidelity, Schwab, Pershing
- UMA/SMA: Adhesion
- Custom integrations: Addepar API Toolkit
Mobile App
- Yes (iOS)
- SaaS/Serviced Software
- TLS (HTTPS) end to end
- Unique client URLs tied to a VPN
- Encryption for data at rest
- Partners for VAPT
- Unique database and URL
- Linux
- API Integrations available
- Yes