Mirador vs Ethic
You are looking for alternatives to Mirador. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
Mirador
Category
Consolidated Reporting
Mirador is a service provider delivering operations and financial reporting solutions to the U/HNW wealth management industry. We serve those who serve wealth. 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.
Read more
Ethic
Category
Impact & ESG
Ethic is working toward a future where all investing is sustainable investing. Ethic works with families and wealth advisors to create custom equity portfolios that can be tailored to unique values, tax preferences, and financial goals.
Read moreCompany
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
50-100
< $50 million
2015
- Key staff also have ownership
- External investors (neither clients nor staff)
- Clients are also owners
- Owned by management
United States of America
New York City
–
As of July 2022: $2 billion
–
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
- Investment & Financial Advisors (RIA / IFAs)
- Individual wealth owners
- Single family offices
- Multi-family offices
- 109 RIAs
- 12 single family offices
- 7 multi-family offices
- 6 institutional consultants
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
–
- Family mission statement creation
- Customized portfolio creation and management
- Impact reporting
- Sustainability research and resources
- Sustainability diagnostic on existing assets
- Tax optimisation and harvesting
Bankable or Financial Assets & Funds
-
Yes
Technology
Type Of Software
–
Security
- Comprehensive IT security, cyber-threat and continuity/disaster plans.
Ecosystem
–
Integrations
–
Mobile App
–
SaaS
–
Java
None
No
In the media
