Mirador vs Addepar

You are looking for alternatives to Mirador. Here you can compare the best reporting systems and other family office technologies based on our annual benchmark and comparison surveys.
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Mirador

Category
Consolidated Reporting

With offices in USA and Dublin, Mirador delivers financial and operations reporting solutions to the UHNW wealth management industry. 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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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

  • 50-100
Revenue

Founded

  • 2015
Ownership

  • Owned by management
Incorporated

  • United States of America
Locations

  • Darien, CT (USA)
  • Salt Lake City, UT (USA)
  • Dublin, IRE
Top markets

  • Australia
  • Canada
  • Colombia
  • Germany
  • United States of America
Total AUM

  • $136 billion+
Avg. AUM per client

  • $1.1 billion

  • 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
Serves also

  • Multi-family offices
  • Independent financial advisors
  • Registered investment advisors
  • Endowments and foundations
Number

  • 60 family offices
  • 59 wealth managers
  • 5 endowments/foundations

  • Single-family offices

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

  • 800+
Product
Main tasks

Top features

  • 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
Assets supported

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
Compliance

Whitelabel


  • 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

Security

  • Comprehensive IT security, cyber-threat and continuity/disaster plans.
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)
Simple solutions for complex times.