Addepar vs Sensiba

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

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.

Sensiba

Accounting

Sensiba provides best-in-class technology tools suited for each client’s situation, preferences, and needs, backed with robust security and unparallel visibility through custom dashboards. They are a certified Sage Intacct Partner and have deep expertise in cloud-based technology solutions.

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

100-500

1977

Key staff also have ownership

United States of America

Pleasanton, CA
Bend, OR
Fresno, CA
Portland, OR
San Jose, CA
San Mateo, CA

United States of America

Client

Focus

Single-family offices

Secondary focus

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

Number

800+

Single family offices

Individual wealth owners
Multi-family offices
Endowments
Foundations
Software and technology providers

17 single family offices
2 multi-family offices
3 foundations
6 software

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

Accounting
Consolidated Reporting

Custom development service
Digital excellence
Visionary purpose
Custom reports

Cash & equivalents
Private equity
Direct private equity
Foreign Exchange
Lifestyle Assets & Rare Collectibles
Real Estate
Residential

GDPR

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

Other

Bill
Knowledger
Banking through Sage Banking Cloud
Credit Cards

In the media

Simple solutions for complex times.

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Addepar vs Sensiba

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

Sensiba

Category

Accounting

Company

Employees

Revenue

Founded

Ownership

Incorporated

Locations

Top 5 Markets

Total AUM

Avg. AUM per client

Client

Focus

Secondary focus

Number

Product

Main tasks

Top features

Assets supported

Compliance

Whitelabel

Technology

Type Of Software

Security

Ecosystem

Integrations

Mobile App

Simple solutions for complex times.

Reads

Companies

Community

Addepar vs Sensiba

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

Sensiba

Category

Accounting

Company

Employees

Revenue

Founded

Ownership

Incorporated

Locations

Top 5 Markets

Total AUM

Avg. AUM per client

Client

Focus

Secondary focus

Number

Product

Main tasks

Top features

Assets supported

Compliance

Whitelabel

Technology

Type Of Software

Security

Ecosystem

Integrations

Mobile App

Simple solutions for complex times.