eVestment vs Addepar

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

eVestment

Data Aggregation

eVestment is a global provider of institutional investment data intelligence and analytic solutions. eVestment delivers extensive data through robust, user-friendly products, with an unparalleled commitment to client service.

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.

History

eVestment was founded in 2000 by Heath Wilson, Jim Minnick and Matt Crisp and is based in Atlanta with offices in New York, London, Sydney and Hong Kong and regional sales offices in Boston, Seattle, Raleigh, Chicago and Toronto.

About the owners and the team

With its headquarters in Atlanta, Georgia (USA), eVestment is run by a large team of over 5000 employees, with Jim Minnick as CEO of the company.

Employees

Revenue

Founded

Ownership

Incorporated

Locations

Top 5 Markets

Total AUM

Avg. AUM per client

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

Number of clients:

Single-family offices

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

800+

Product

Main tasks

Top features

Assets supported

Compliance

Whitelabel

18a

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

Security

Ecosystem

Integrations

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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