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

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.
Read moreCompany
Employees
- 0-10
Revenue
–
Founded
- 2017
Ownership
- Owned by management
- Key staff have ownership
- External investors
Incorporated
- UK
Locations
- UK
Top markets
- UK
- Switzerland
- UAE
- USA
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
- Single-family offices,
- Multi-family offices,
- Private Banks,
- Wealth Consolidators
Secondary focus
- Asset servicing companies, trusts,
- Investment & Financial Advisors (RIAs/IFAs)
Number of clients
- 0 – 10
- Single-family offices
- Multi-family offices
- Individual wealth owners
- Independent financial advisors
- Registered investment advisors
- Banks
- 800+
Product
Main Tasks
- Data Aggregation
- Investment Book of Record (IBOR)
- Advanced Portfolio Analysis
- Consolidated Total Wealth Client Reporting
- Data Sharing & Integration
Top features
- Data Aggregation & Reconciliation
- Independent Investment Book of Record (IBOR)
- AI Data Assistant
- Consolidated Client Reporting
- Custom Client Reporting
- Multi-asset, Multi-Custodial, Multi-manager Total Wealth Analysis
- Multi-geography & Multi-currency
- Open Data Sharing & Integration
Assets supported
- Bankable or Financial Assets & Funds
- Private Equity & Direct Investments
- Real Estate
- Foreign Exchange
- Lifestyle Assets & Rare Collectibles
Compliance
–
Whitelabel
- Yes
- 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
- Yes
Technology
Type Of Software
- SAAS
- Serviced Software
Security
- Hosted on Azure
- Encrypted
- Multi-factor Authentication
Ecosystem
–
Integrations
- Custom: Point API Open Data Sharing Toolkit
- Expersoft PM1
- Orca
- Moneyinfo
- Investglass CRM
Mobile App
- Yes (via integration partner)
- 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)