Addepar vs Bill.com
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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.
Read moreBILL
Category
Accounting
Bill.com (NYSE: BILL) is a leading provider of cloud-based software that simplifies, digitizes and automates complex back-office financial operations for small and midsize businesses (SMB). Our tailored offering for wealth management firms supporting high-net-worth clients, enables firms to shift from a cumbersome andtime-intensive approach to an automated and secure bill payment process.
Read moreCompany
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
-
- 500+
- $157 million (2020)
- 2006
- Public company (NYSE: BILL)
- United States of America
- San Jose, California & Houston, Texas (USA)
- United States of America
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-
Client
Focus
- Single-family offices
Secondary focus
- Multi-family offices
- Individual wealth owners
- Independent financial advisors
- Registered investment advisors
- Banks
Number
- 800+
- Multi-family offices
- Single-family offices
- Independent financial advisors
- Registered investment advisors
- Individual wealth owners
- Banks
- More than 110k small and mid-sized segments
- More than 2.5 million network members
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
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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
- Accounting
- Data aggregation
- Consolidated reporting
- Efficient AP/AR end-to-end workflows
- Multiple payment options (e.g., check, ACH, wires, virtual card)
- Advanced, customizable approval workflows
- Automatic sync with key accounting systems
- Intelligent virtual assistant eliminates data entry
- Unlimited online document storage
- Easy audit-ready trails
- Online and mobile access
- Robust reporting options
- In-product live chat
- Simple onboarding and fast setup
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- 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
- 2-factor authentication & single-sign-on (SSO)
- SOC 1 and SOC 2 attested
- Encrypted using Transport Layer Security (TLS)
- Protection against check fraud using automated Positive Pay service
- Partners with a PCI certified vendor for credit card payments
- More information here
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- General ledger (automated sync): QuickBooks, Xero, Sage Intacct, NetSuite, Microsoft GP/BC
- CRM: Salesforce, Proposify
- Spend/expense management: Divvy, Expensify, Tallie, ReceiptBank
- Document storage: Hubdoc
- Mailing: Earth Class Mail
- Project management: WorkflowMax
- Tax 1099
- iOS
- Android