Parametric Portfolio is an investment solutions provider that offers factor-based strategies and tax-managed portfolios tailored for institutional and...Read more
Current Customer(s)
Market Share (Est.)
Ranking
The top three of Parametric’s competitors in the Financial Planning category are Drivetrain with 35.36%, RightCapital with 28.22%, Workday Adaptive Planning with 12.62% market share.
Technology | Domains | Market Share (Est.) | Versus page |
---|---|---|---|
Drivetrain | 2287 | 35.36% | Parametric vs Drivetrain |
RightCapital | 1825 | 28.22% | Parametric vs RightCapital |
Workday Adaptive Planning | 816 | 12.62% | Parametric vs Workday Adaptive Planning |
SAP Funds Management | 458 | 7.08% | Parametric vs SAP Funds Management |
Planful | 308 | 4.76% | Parametric vs Planful |
Advizr | 133 | 2.06% | Parametric vs Advizr |
Runway Financial | 108 | 1.67% | Parametric vs Runway Financial |
Runway | 74 | 1.14% | Parametric vs Runway |
Datarails | 65 | 1.00% | Parametric vs Datarails |
TIAA | 45 | 0.70% | Parametric vs TIAA |
Paro | 34 | 0.53% | Parametric vs Paro |
Your Money Line | 31 | 0.48% | Parametric vs Your Money Line |
Brixx | 26 | 0.40% | Parametric vs Brixx |
Finmark | 25 | 0.39% | Parametric vs Finmark |
Ramsey SmartDollar | 18 | 0.28% | Parametric vs Ramsey SmartDollar |
Exopen | 18 | 0.28% | Parametric vs Exopen |
Synario | 18 | 0.28% | Parametric vs Synario |
Origin Financial | 17 | 0.26% | Parametric vs Origin Financial |
Flinks | 16 | 0.25% | Parametric vs Flinks |
A3 Solutions | 13 | 0.20% | Parametric vs A3 Solutions |
Popular Comparisons
The top three of Parametric’s competitors in the Financial Planning category are Drivetrain with 35.36%, RightCapital with 28.22%, Workday Adaptive Planning with 12.62% market share.
Parametric vs Drivetrain
Parametric vs RightCapital
Parametric vs Workday Adaptive Planning
Parametric vs SAP Funds Management
Parametric vs Planful
Parametric vs Advizr
Parametric vs Runway Financial
Parametric vs Runway
Around the world in 2025, over 12 companies have started using Parametric as Financial Planning tool.
Customers | Employee Range | City | Region | Country | Social Links |
---|---|---|---|---|---|
Morgan Stanley | 10,000+ | New York City | New York | United States | |
DWS | 10,000+ | New York City | New York | United States | |
Pacific Life | 10,000+ | Newport Beach | California | United States | |
Bank Of America | 10,000+ | Charlotte | North Carolina | United States | |
Eaton Vance | 1,000 - 4,999 | Boston | Massachusetts | United States | |
SEI | 1,000 - 4,999 | Collegeville | Pennsylvania | United States | |
Parametric | 500 - 999 | Seattle | Washington | United States | |
AXA Climate | 100 - 249 | Paris | Ile-de-France | France | |
Atlanta Capital Management | 50 - 99 | Atlanta | Georgia | United States | |
Anesmed | 10 - 19 | UEskuedar | Istanbul | Turkey |
The top three products and services offering customers that use Parametric for Financial Planning are Wealth Management (4), Retirement Solutions (3), Asset Management (3).
Customers
The majority of Parametric's customers for the financial-planning category fall in the company size of 10,000+ employees (4 companies), 0 - 9 employees (2 companies), 1,000 - 4,999 employees (2 companies).
Employee Size
The top three geographies of Parametric for financial-planning are the United States with 10(83.33%), France with 1(8.33%), Turkey with 1(8.33%) customers respectively.
Customers
Find answers to the most often asked questions by users.
Who are the top Parametric competitors?
Parametric’s Top competitors in the financial-planning category are Drivetrain, RightCapital, Workday Adaptive Planning. You can view a full list of Parametric competitors here. 6sense uses advanced data mining and AI algorithms to track customers and competitors of Parametric and 40,000 other technologies on the internet. You can also compare Parametric and its feature with top competitors here : Parametric vs Drivetrain Parametric vs RightCapital Parametric vs Workday Adaptive Planning.
What is Parametric customer distribution based on company size?
What is Parametric market share in the financial-planning?
What are the top countries that use Parametric?
What are the top industries that use Parametric?
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