Etops Group AG vs Mirador
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Etops
Category
Advisors
Etops offers an AI-powered wealth management platform designed specifically for family offices to consolidate all asset classes and simplify complex wealth structures, deliver actionable insights, and automate compliance, enabling family offices to increase operational efficiency and return their focus to their clients.
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Mirador
Category
Consolidated Reporting
Mirador is a service provider delivering operations and financial reporting solutions to the U/HNW wealth management industry. We serve those who serve wealth. Mirador is a team of financial and technology experts who leverage decades of experience to enable client success, from best-in-class financial reporting services, to technology consulting and solutions, and middle office services.
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Employees
- 100-500
Founded
- 2010
Locations
- Cham, Switzerland
- Sonneberg, Germany
- Bratislava, Slovakia
- Görlitz, Germany
- Freiburg, Germany
- Munich, Germany
- Stadtbredimus, Luxembourg
- Tbilisi, Georgia
Top 5 Markets
- Switzerland,
- Germany,
- Austria,
- Luxembourg,
- United Kingdom,
- France,
- Belgium,
- Netherlands
Total AUM
- We do not manage AuM, but we have >USD 400bn on our platform
Ownership
- Key staff also have ownership,
- Owned by a larger corporation,
- Owned by management
- 50-100
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- 2015
- Owned by management
- United States of America
- Darien, CT (USA)
- Salt Lake City, UT (USA)
- Dublin, IRE
- Australia
- Canada
- Colombia
- Germany
- United States of America
- $136 billion+
- $1.1 billion
Client
Focus
- Multi-family offices
Secondary focus
- Individual wealth owners,
- Single-family offices,
- Multi-family offices,
- Investment & Financial Advisors (RIAs/IFAs),
- Fund managers,
- Banks,
- Pensions,
- Endowments,
- Foundations,
- Funds of funds,
- Software and technology providers,
- Other
- Single-family offices
- Multi-family offices
- Independent financial advisors
- Registered investment advisors
- Endowments and foundations
- 60 family offices
- 59 wealth managers
- 5 endowments/foundations
Product
Main Tasks
- Data Aggregation,
- Advisors,
- Asset Managers,
- Compliance,
- Data,
- Consolidated Reporting,
- Portfolio Management,
- Technology Provider,
- Risk Management,
- Private Bank,
- Portfolio & Cost Analysis,
- Trading,
- CRM
Top features
- Custom Reports,
- Full Multi-Currency Support,
- Transparency,
- Proven Agility,
- Custom Development Service,
- Other Services,
- Digital Excellence
Assets supported
- Art & Collectables,
- Bankable or Financial Assets & Funds,
- Cash & Equivalents,
- Real Estate,
- Private Equity,
- Alternatives,
- Commodities,
- Developed Markets,
- Developing Markets,
- Direct Private Equity,
- Foreign Exchange,
- Equities,
- Gold & Precious Metals,
- Hedge Funds,
- Private Equity Funds,
- Cryptocurrency,
- Digital Assets & Crypto Currency,
- Insurance,
- Lifestyle Assets & Rare Collectables,
- Fixed Income,
- Private Debt,
- Private Equity & Direct Investments,
- Real Estate,
- Residential,
- Venture Capital
Whitelabel
- Yes
–
- End-to-end reporting platform operation
- Alternative asset entry and verification
- Concierge custom report design
- Ad-hoc data migration projects
- Best practice sharing/portfolio insights
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
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Technology
Type Of Software
- CRM systems (via API, including contact reports and relationship mapping)
- Trading and rebalancing through our OMS with FIX connectivity
- Market data integration LSEG, SIX and Mountain view
- Product extensions via hyperapp approach (e.g. MIS Dashboards, PEP checks, behavioural profiling)
- SAAS
- Serviced software
Mobile App
- No
–
- Comprehensive IT security, cyber-threat and continuity/disaster plans.
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