Addepar vs Black Diamond Comparison
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
Based in the USA, Addepar is a wealth management platform that infuses complex financial information with transparency. By connecting data, technology and people, it facilitates informed decisions through actionable insights and tailored reporting allows multi-generational family offices to achieve their objectives.
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Black Diamond
Category
Consolidated Reporting
USA-based, the Black Diamond Wealth Platform offers a cloud-based solution encompassing accounting, consolidated reporting, compliance, portfolio management, trading and data aggregation. Complete with performance reporting, portfolio rebalancing and an immersive client portal, the platform connects to a vast ecosystem of smart integrations.
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Employees
100-500
Revenue
-
Founded
2009
Ownership
- Owned by management
- Key staff also have ownership
- External investors
Incorporated
United States
Locations
- New York
- Salt Lake City
- Mountain View
Top 5 Markets
- United States
- Canada
- Switzerland
- Brazil
- United Kingdom
Total AUM
$2tr
Avg. AUM per client
-
500+
4,633 $M
2003
Owned by a larger corporation
United States of America
- Jacksonville
- Florida
- New York
- San Francisco
- California
United States of America
USD 1.36tr
USD 870m
Client
Focus
- Single-family offices
- Multi-family offices
- UHNW Individuals
Serves also
- Private Banks
- Broker-Dealers
- Registered Investment Advisors (RIAs – US)
- Asset Managers
Number
+400
Financial advisors
- Single family offices
- Multi family offices
- Banks
- Family Office – 87
- RIA / Wealth Manager – 1,354
- Broker Dealer – 39
- Bank / Trust Co – 40
- Other – 42
Product
Main tasks
- Data Aggregation & Management
- Portfolio Analysis
- Consolidated Reporting
- Governance
Top features
- Data Aggregation
- Portfolio Analysis
- Multi-Currency-Mulit-Asset Class Modeling
- Ownership Structure Modeling
- Customized Reporting
- Client Portal
- Mobile and Tablet apps
- File and Document Management
- Alternatives Marketplace
Assets supported
- Bankable Assets
- Private Equity
- Hedge Funds
- Real Estate
- Fixed Income
- Equities
- Private Direct Company
- Rare Collectables (luxury cars, boats, high-value jewelery)
Compliance
-
Whitelabel
No
- Accounting
- Consolidated Reporting
- Compliance (e.g. AML, KYC, regulatory reporting)
- Portfolio Management
- Trading (execution on platform)
- Trading (orders only)
- Data Aggregation
- User Interface
- End client experience (client portal)
- Data quality/data integrity
- Exceptional service model
- BillingTrading/Rebalancing
- Sophisticated report output
- Business Intelligence
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
-
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
- Serviced Software
- SAAS
- SSO & MFA (Single Sign-on and Multi-Factor Authentication)
- Encryption In-Transit and At-Rest
- Vulnerability and Penetration Testing
- Source Code Analysis
- Data Integrity Validation
- Multi-Layered Endpoint Protection
- Network Security including Web Application Firewall and Intrusion
- Detection Secure Document Vault
- Access Control (Role Based Permissions with Principle of Least-Privilege)
- Firm Configurable Security Settings
- Security Awareness Program
- Microsoft
- Linux
- More than 55 pre-built integrations with other software solutions as well.
- Robust API for custom integrations.
Yes