Addepar vs Giving Place, Inc.

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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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giving place logo

Giving Place, Inc.

Category
Technology provider

Giving Place is the first-ever software for optimizing all forms of charitable giving with easy-to-use tools to help organize, plan, and execute all giving activity. It’s one portal, one process, for any charitable vehicle – cash, DAFs, foundations, and more – plus grant tracking, reporting, forecasting, and other analytics for a family’s complete giving. Forget the hassles of managing complex and large-scale philanthropy in spreadsheets, or using software designed specifically for managing a particular type of giving.

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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

-


11-50


-


2020


  • Key staff also have ownership
  • Owned by management


United States of America


Boulder, Colorado (USA)


  • United States of America
  • United Kingdom


~$450 million AUA (assets under administration)


-


~ $36 million


~ $185 million

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
  • Investment & Financial Advisors (RIAs/IFAs)
  • Foundations


-

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


  • Compliance
  • Technology provider
  • Risk Management
  • Consolidated Reporting
  • Data Aggregation
  • Digital Due Diligence
  • Governance
  • Impact & ESG
  • CRM


  • Custom Reports
  • Transparency
  • Visionary Purpose
  • Payments
  • Advisor Portal
  • Tax Compliance & Audit Support


  • Cash and equivalent
  • Any charitable structure beyond cash


-


No

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


-


Linux


  • QuickBooks
  • Sage Intacct


  • No