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 30.58%, RightCapital with 20.65%, Workday Adaptive Planning with 12.25% market share.
| Technology | Domains | Market Share (Est.) | Versus page |
|---|---|---|---|
| Drivetrain | 3253 | 30.58% | Parametric vs Drivetrain |
| RightCapital | 2197 | 20.65% | Parametric vs RightCapital |
| Workday Adaptive Planning | 1303 | 12.25% | Parametric vs Workday Adaptive Planning |
| SAP Funds Management | 621 | 5.84% | Parametric vs SAP Funds Management |
| Planful | 608 | 5.72% | Parametric vs Planful |
| TechnologyOne | 494 | 4.64% | Parametric vs TechnologyOne |
| Runway Financial | 353 | 3.32% | Parametric vs Runway Financial |
| Runway | 231 | 2.17% | Parametric vs Runway |
| Datarails | 151 | 1.42% | Parametric vs Datarails |
| Oracle Cloud EPM Narrative Reporting | 144 | 1.35% | Parametric vs Oracle Cloud EPM Narrative Reporting |
| Agicap | 142 | 1.33% | Parametric vs Agicap |
| Advizr | 122 | 1.15% | Parametric vs Advizr |
| Abacum | 93 | 0.87% | Parametric vs Abacum |
| TIAA | 71 | 0.67% | Parametric vs TIAA |
| Flinks | 60 | 0.56% | Parametric vs Flinks |
| Jirav | 52 | 0.49% | Parametric vs Jirav |
| Finmark | 51 | 0.48% | Parametric vs Finmark |
| Dynac | 50 | 0.47% | Parametric vs Dynac |
| Planacy | 45 | 0.42% | Parametric vs Planacy |
| Centage | 44 | 0.41% | Parametric vs Centage |
Popular Comparisons
The top three of Parametric’s competitors in the Financial Planning category are Drivetrain with 30.58%, RightCapital with 20.65%, Workday Adaptive Planning with 12.25% market share.
Parametric vs Drivetrain
Parametric vs RightCapital
Parametric vs Workday Adaptive Planning
Parametric vs SAP Funds Management
Parametric vs Planful
Parametric vs TechnologyOne
Parametric vs Runway Financial
Parametric vs Runway
Around the world in 2026, over 14 companies have started using Parametric as Financial Planning tool.
| Customers | Employee Range | City | Region | Country | Social Links |
|---|---|---|---|---|---|
| Pacific Life | 10,000+ | Newport Beach | California | United States | |
| Marsh | 10,000+ | New York City | New York | United States | |
| Bank Of America | 10,000+ | Charlotte | North Carolina | United States | |
| Morgan Stanley | 10,000+ | New York City | New York | United States | |
| GlobalLogic | 10,000+ | Santa Clara | California | United States | |
| Encora | 5,000 - 9,999 | Santa Clara | California | United States | |
| Allspring Global Investments | 1,000 - 4,999 | Charlotte | North Carolina | United States | |
| Parametric | 500 - 999 | Seattle | Washington | United States | |
| Parametric Portfolio | 500 - 999 | Seattle | Washington | United States | |
| Eaton Vance | 500 - 999 | Boston | Massachusetts | United States |
The top three products and services offering customers that use Parametric for Financial Planning are Wealth Management (4), Mutual Funds (3), Investment Management (3).
Customers
The majority of Parametric's customers for the financial-planning category fall in the company size of 10,000+ employees (5 companies), 100 - 249 employees (3 companies), 500 - 999 employees (3 companies).
Employee Size
The top three geographies of Parametric for financial-planning are the United States with 12(85.71%), France with 1(7.14%), Germany with 1(7.14%) 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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