Addepar vs Venn by Two Sigma

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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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venn by two sigma

Venn by Two Sigma

Category
Portfolio Management

Venn applies Two Sigma’s expertise in research, data science and technology to modernize the analytics experience and help institutional investors embrace a quantitative approach to multi-asset portfolio risk and investment decision making.

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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


–


2017


Owned by a larger corporation


  • United States of America


  • New York City


  • United States of America
  • United Kingdom
  • Hong Kong


$10 trillion


–

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)


  • Single family offices
  • Multi-family offices
  • Investment & Financial Advisors (RIAs/IFAs)
  • Asset Managers
  • Brokers/Broker-Dealers
  • Wealth Managers


Venn has hundreds of clients of all sizes

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


  • Portfolio management & reporting


  • Transparency
  • Ability to Whitelabel
  • Custom Reports


  • Bankable or Financial Assets & Funds
  • Foreign Exchange
  • Private Equity & Direct Investments
  • Real Estate


–


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


–


–


–


No