Atalaya vs DAPM

You are looking for alternatives to Atalaya. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

Atalaya

Data Aggregation

Atalaya combines technology, data and intelligent analytics to help their clients preserve and grow their wealth. Atalaya complements the day-to-day activities of family offices without interfering with their normal operations, structuring data and applying analytical models to strengthen your family office. All in a secure environment, encrypted to the highest standards.

DAPM - Dynamic Assets & Performance Monitoring SA

Digital Assets & Currencies

Founded in 2002, we are leaders in wealth consolidation and supervision. Headquartered in Geneva, with offices in the US and Asia, we continue to drive innovation and excellence in the industry. With a unique blend of cutting-edge technology and deep financial expertise, we deliver unparalleled transparency and oversight for our clients.

Employees

11-50

Revenue

Founded

2020

Ownership

External investors (neither clients nor staff)
Key staff also have ownership
Owned by management

Incorporated

Spain

Locations

Valencia

Top markets

Spain

Total AUM

Avg. AUM per client

100-500

2002

Geneva,
Miami,
Singapore,
Lisbon,
London

Singapore,
Switzerland,
United Arab Emirates,
United Kingdom,
United States of America

$ 200B

Owned by management

Client

Focus

Single family offices

Also serves

Individual wealth owners
Multi-family offices
Fund managers

Number

5 single family offices
3 funds manager

Single-family offices

Individual wealth owners,
Multi-family offices,
Investment & Financial Advisors (RIAs/IFAs),
Pensions,
Endowments,
Foundations

Product

Main Tasks

Wealth asset structuring and management
Monitoring the entire asset portfolio
Qualified deal flow for venture funds
Data Aggregation
Governance
Portfolio Management

Top features

Detailed structuring of all asset-related data
Asset tracking and monitoring
Cashflow
Dealflow with automatically scoring new deals
Dataroom for storing all asset-related documentation
Organisation chart
Access control and permissions to increase security and control
Synchronization of bank accounts and assets
Detection of new investment opportunities
Global asset visualization
Compilation of insurance policies
Notifications
Portfolio management

Assets supported

Alternative investments incl. art & collectables, private equity, real estate and cryptocurrency
Bankable or financial assets & funds
Private equity & direct investments
Real estate
CSR

Compliance

Whitelabel

Yes

Consolidated Reporting,
Data Aggregation,
Digital Assets & Currencies,
Governance,
Impact & ESG,
Portfolio & Cost Analysis,
Real Estate,
Risk Management

Ability to Whitelabel,
Custom Development Service,
Custom Reports,
Digital Excellence,
Full Multi-Currency Support,
Mobile App,
Other Services,
Proven Agility,
Transparency

Alternatives,
Art & Collectibles,
Bankable or Financial Assets & Funds,
Cash & Equivalents,
Commercial,
Commodities,
Cryptocurrencies,
Developed Markets,
Developing Markets,
Digital Assets & Crypto Assets,
Commodities,
Equities,
Fixed Income,
Foreign Exchange,
Gold & Precious Metals,
Hedge Funds,
Infrastructure,
Insurance,
Lifestyle Assets & Rare Collectibles,
Music Royalty,
Private Debt,
Private Equity,
Private Equity & Direct Investments,
Private Equity Funds,
Real Estate,
REITS,
Residential,
Venture Capital,
Warehousing & Industrial

Technology

Type Of Software

SaaS

Ecosystem

Integrations

ERP integrations

Mobile App

SAAS,
Serviced software

Single sign-on

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