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Addepar vs FundCount
Side-by-side comparison of Addepar and FundCount for family office teams — provider type, services, regions served, and related attributes drawn from each Simple directory listing.
Addepar
FundCount
Provider Type
Technology Providers
Technology Providers
Tagline
Don't manage your data, activate it
Turn accounting data into valuable intelligence
Founded
2009
1999
Location
United States of America
United States of America
Verified
Verified
Verified
Categories
Consolidated ReportingData AggregationPortfolio ManagementTechnology provider
AccountingConsolidated ReportingFund AccountingPortfolio ManagementReporting
Services
Wealth Management
Wealth Management
Target Segments
Multi-family officeSingle-family officeIndependent financial or investment advisor
Multi-family officeSingle-family officeFund manager
Regions Served
Global
—
Client Types
SFOMFOPrivate Investment OfficeUHNW IndividualsInstitutional
—
Provider Type
Technology ProvidersTagline
Don't manage your data, activate itFounded
2009Location
United States of AmericaVerified
VerifiedCategories
Consolidated ReportingData AggregationPortfolio ManagementTechnology provider
Services
Wealth Management
Target Segments
Multi-family officeSingle-family officeIndependent financial or investment advisor
Regions Served
Global
Client Types
SFOMFOPrivate Investment OfficeUHNW IndividualsInstitutional
Website
Visit WebsiteProvider Type
Technology ProvidersTagline
Turn accounting data into valuable intelligenceFounded
1999Location
United States of AmericaVerified
VerifiedCategories
AccountingConsolidated ReportingFund AccountingPortfolio ManagementReporting
Services
Wealth Management
Target Segments
Multi-family officeSingle-family officeFund manager
Regions Served
—Client Types
—Website
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