Mantle vs Addepar

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

Category
Artificial Intelligence

Mantle Portal simplifies the management of LP investments by consolidating information from all investor portals into a single centralized platform. The aggregation coupled with automation does the undifferentiated heavy lifting, freeing you to focus on strategic decisions. Get a clear, real-time Schedule of Investments, enabling deep portfolio analysis against market trends. Drive alpha with smarter, faster insights, and reduce operational costs.

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addepar

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.

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Company
Employees

  • 11-50

Revenue

-

Founded

  • 2022

Incorporated

-

Locations

  • Toronto

Top Markets

  • United States of America
  • Canada

Total AUM

-

Avg. AUM per client

-

Ownership

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


  • 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

  • Multi-family offices

Secondary focus

  • Individual wealth owners
  • Single-family offices
  • Multi-family offices
  • Fund managers
  • Pensions
  • Endowments
  • Funds of funds


  • Single-family offices


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


  • 800+

Product
Main Tasks

  • Consolidated Reporting
  • Data Aggregation
  • Portfolio Management
  • Technology Provider

Top features

  • Custom Reports
  • Digital Excellence
  • Proven Agility

Assets supported

  • Alternatives
  • Private Equity
  • Private Equity & Direct Investments

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

Integrations

  • SharePoint Integration

Mobile App

  • No


  • 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)