Addepar vs Ethic
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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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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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
-
Client
Focus
- Single-family offices
Secondary focus
- Multi-family offices
- Individual wealth owners
- Independent financial advisors
- Registered investment advisors
- Banks
Number
- 800+
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
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)