STP Investment Services vs Addepar
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STP Invesment Services
Category
Technology provider
USA based, STP Investment Services, offers a platform that provides portfolio management and accounting, robust reporting, client billing, client portal, CRM integration and other features. Our clients include single and multi-family offices, traditional wealth advisory firms and money managers. We excel in meeting the needs of anyone serving high net worth clients.
Read moreAddepar
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
100-500
Revenue
-
Founded
2008
Incorporated
-
Locations
West Chester, PA, USA & Bangalore, India
Top 5 Markets
United States of America
Total AUM
-
Avg. AUM per client
-
Ownership
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, Investment & Financial Advisors (RIAs/IFAs), Fund managers, Banks
-
- Single-family offices
- Multi-family offices
- Individual wealth owners
- Independent financial advisors
- Registered investment advisors
- Banks
- 800+
Product
Main Tasks
Accounting
Consolidated Reporting
Data Aggregation
Portfolio & Cost Analysis
Portfolio Management
Intra-Family Loans
After-tax performance reporting
Top features
Ability to White-label
Custom Development Service
Custom Reports
Full Multi-Currency Support
Assets supported
Alternatives
Art & Collectibles
Bankable or Financial Assets & Funds
Bankable or Financial Assets & Funds
Cash & Equivalents Commercial
Commodities
Cryptocurrency
Developed Markets
Developing Markets
Digital Assets & Crypto Currency
Direct Private Equity
Equities
Fixed Income
Foreign Exchange
Gold & Precious Metals
Hedge Funds
Infrastructure
Insurance
Lifestyle Assets & Rare Collectibles
Music Royalty
Private Debt
Private Equity
Private Equity & Direct Investments
Private Equity Funds
Real Estate
REITS
Residential
Venture Capital
Warehousing & Industrial
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
Ecosystem
-
Integrations
Salesforce, Microsoft Dynamics, Canoe
Mobile App
Yes
-
- 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)