DiliTrust SAS vs Addepar

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DiliTrust

Artificial Intelligence

DiliTrust is a European legal tech leader with a worldwide footprint. We offer simple, flexible and reliable SaaS solutions and services to support corporate legal practitioners in their digital transformation, optimising legal activities and corporate governance.

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.

Employees

100-500

Revenue

Founded

1995

Incorporated

Locations

Paris
Milan
Dubai
Madrid
Mexico City
Wilmington
Munich
Montreal

Top Markets

France
Italy
United States of America

Total AUM

Avg. AUM per client

Ownership

Key staff also have ownership

800+

2009

Owned by management
External investors
Key staff have ownership

United States of America

New York
Salt Lake City
Mountain View
Edinburgh
London

United States of America
Canada
Switzerland
Brazil
United Kingdom

$4 trillion

Client

Focus

Secondary focus

Single-family offices
Multi-family offices
Banks
Foundations
Software and technology providers
Other

Single-family offices

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

800+

Product

Main Tasks

Compliance

Top features

Board meeting management
Contract automation
Automated Workflows
Delegation of authorities
Visual ownership view

Compliance

Whitelabel

Data aggregation
Portfolio management, forecasting & optimisation
Consolidated reporting
Ownership look-through
Trading & rebalancing

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

Bankable assets
Private equity
Real estate
Rare collectables (luxury cars, boats, high-value jewelry)
Cryptocurrency

FinSA/FinIA

Technology

Type Of Software

SAAS

Ecosystem

Integrations

Outlook
Hubspot
Salesforce
Microsoft Dynamics
Google suite
E-signature providers
Office 365

Mobile App

SaaS

Hosted on AWS
2-factor authentication & single-sign-on (SSO)
Encrypted data in transit and at rest
SOC 2 Type 2 Certification

Java

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

Yes (iOS)

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