Addepar vs Atalaya

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addepar

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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atalya logo

Atalaya

Category
Data Aggregation

Atalaya combines technology, data and intelligent analytics to help their clients preserve and grow their wealth. Atalaya complements the day-to-day activities of family offices without interfering with their normal operations, structuring data and applying analytical models to strengthen your family office. All in a secure environment, encrypted to the highest standards.

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Company
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

-


11-50


-


2020


  • External investors (neither clients nor staff)
  • Key staff also have ownership
  • Owned by management


  • Spain


  • Valencia


Spain


-


-

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
  • Fund managers


  • 5 single family offices
  • 3 funds manager

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


  • Wealth asset structuring and management
  • Monitoring the entire asset portfolio
  • Qualified deal flow for venture funds
  • Data Aggregation
  • Governance
  • Portfolio Management


  • Detailed structuring of all asset-related data
  • Asset tracking and monitoring
  • Cashflow
  • Dealflow with automatically scoring new deals
  • Dataroom for storing all asset-related documentation
  • Organisation chart
  • Access control and permissions to increase security and control
  • Synchronization of bank accounts and assets
  • Detection of new investment opportunities
  • Global asset visualization
  • Compilation of insurance policies
  • Notifications
  • Portfolio management


  • Alternative investments incl. art & collectables, private equity, real estate and cryptocurrency
  • Bankable or financial assets & funds
  • Private equity & direct investments
  • Real estate
  • CSR


-


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


-


ERP integrations


No