Mantle vs TIFIN Give

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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TIFIN Give

TIFIN Give

Category
Philanthropy

TIFIN Give is a technology-powered philanthropy partner for wealth enterprises. Advisors use TIFIN Give to prospect and convert HNW clients with in-demand, tax-optimised services, deepen existing client relationships via an intuitive, engaging online experience, and build relationships with next-gen clients’ heirs through the giving process.

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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)


  • 11-50


  • 2021


  • Bengaluru
  • Boulder, CO
  • Charlotte, NC
  • Mumbai
  • New York, NY


  • United States of America


  • $670 M


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

Client
Focus

  • Multi-family offices

Secondary focus

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


  • Multi-family offices


  • Individual wealth owners,
  • Single-family offices,
  • Multi-family offices,
  • Investment & Financial Advisors (RIAs/IFAs),
  • Banks,
  • Foundations

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


  • Foundation,
  • Impact & ESG,
  • Technology Provider


  • Ability to Whitelabel,
  • Digital Excellence,
  • Proven Agility


  • Art & Collectibles,
  • Bankable or Financial Assets & Funds,
  • Cash & Equivalents,
  • Digital Assets & Crypto Currency,
  • Equities


  • Yes

Technology
Type Of Software

  • SAAS

Integrations

  • SharePoint Integration

Mobile App

  • No


  • SAAS


  • TIFIN Give is a modern, scalable SaaS solution built on AWS and integrated with cloud-native services where appropriate, including Postgres, Python/Django, React/Javascript. It was designed to support flexible and rapid deployments and supports multiple custodians underlying personalized investment management and portfolio options.


  • No