FinMason
Curated by SignalPortfolio management platform delivering investment analytics for wealth managers.
Overview
FinMason operates in the fintech sector, focusing on portfolio management solutions for wealth managers. The platform incorporates technology such as artificial intelligence and machine learning to support investment strategies and client outcomes. It offers investment analytics, market data, and a cloud-based API, allowing wealth managers to customize portfolios based on individual client profiles and objectives. The platform provides real-time analytics for asset allocation and performance metrics, which aids in compliance and dynamic rebalancing. FinMason targets financial institutions and software developers, addressing the challenges of managing market data and conducting investment analytics at scale.
Key facts
- Founded
- 2014
- Headquarters
- Boston, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 4 products and services
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Contact
- Primary office
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