Addepar vs Ethic

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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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ethic

Ethic

Category
Impact & ESG

Ethic is working toward a future where all investing is sustainable investing. Ethic works with families and wealth advisors to create custom equity portfolios that can be tailored to unique values, tax preferences, and financial goals.

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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

-


50-100


< $50 million


2015


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


United States of America


New York City


–


As of July 2022: $2 billion


–

Client
Focus

  • Single-family offices

Secondary focus

  • Multi-family offices
  • Individual wealth owners
  • Independent financial advisors
  • Registered investment advisors
  • Banks

Number

  • 800+


  • Investment & Financial Advisors (RIA / IFAs)


  • Individual wealth owners
  • Single family offices
  • Multi-family offices


  • 109 RIAs
  • 12 single family offices
  • 7 multi-family offices
  • 6 institutional consultants

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


Consolidated Reporting
Asset Management
Portfolio Management
Impact reporting & ESG Management
Education & Training


  • Sustainability research and resources
  • Sustainability diagnostic on existing assets
  • Tax optimisation and harvesting


Bankable or Financial Assets & Funds


-


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


–


Java


Software integrations can be discussed on a case-by-case basis.


No

Simple solutions for complex times.