Point vs Ethic
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Company
Employees
- 0-10
Revenue
–
Founded
- 2017
Ownership
- Owned by managementย
- Key staff have ownershipย
- External investors
Incorporated
- UK
Locations
- UK
Top markets
- UKย
- Switzerlandย
- UAEย
- USA
Total AUM
–
Avg. AUM per client
–
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,ย
- Multi-family offices,ย
- Private Banks,ย
- Wealth Consolidators
Secondary focus
- Asset servicing companies, trusts,ย ย
- Investment & Financial Advisors (RIAs/IFAs)
Number of clients
- 0 – 10
- 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
- Data Aggregationย
- Investment Book of Record (IBOR)ย
- Advanced Portfolio Analysisย
- Consolidated Total Wealth Client Reportingย
- Data Sharing & Integration
Top features
- Data Aggregation & Reconciliationย
- Independent Investment Book of Record (IBOR)ย
- AI Data Assistant
- Consolidated Client Reporting
- Custom Client Reporting
- Multi-asset, Multi-Custodial, Multi-manager Total Wealth Analysis
- Multi-geography & Multi-currencyย
- Open Data Sharing & Integration
Assets supported
- Bankable or Financial Assets & Fundsย
- Private Equity & Direct Investmentsย
- Real Estateย
- Foreign Exchangeย
- Lifestyle Assets & Rare Collectibles
Compliance
–
Whitelabel
- Yes
Consolidated Reporting
Asset Management
Portfolio Management
Impact reporting & ESG Management
Education & Training
- Sustainability research and resources
- Sustainability diagnostic on existing assets
- Tax optimisation and harvesting
Bankable or Financial Assets & Funds
-
Yes
Technology
Type Of Software
- SAAS
- Serviced Software
Security
- Hosted on Azureย
- Encrypted
- Multi-factor Authentication
Ecosystem
–
Integrations
- Custom: Point API Open Data Sharing Toolkitย
- Expersoft PM1ย
- Orcaย
- Moneyinfoย
- Investglass CRM
Mobile App
- Yes (via integration partner)
SaaS
–
Java
Software integrations can be discussed on a case-by-case basis.
No