We are a global financial technology company that produces institutional grade proprietary investment and risk analytics for financial services.

Our Products

Portfolio and investment risk analytics

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Investment Data Management Solutions

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Insurance Product Calculators

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FinMason’s easy to use Portfolio Risk Analytics

  • Provides the flexible, scalable and cost-effective technology tools to conduct in-depth investment portfolio analysis
  • Data includes more than 1,300 data points and calculations across more than seven million securities such as stocks, bonds, annuities, cryptocurrencies and non-public assets
  • Cloud-based solutions are quick, easy to implement and expand with your technology needs to future-proof your offerings
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FinMason’s Investment Data Management Solutions

  • Data management and organization is easy and intuitive
  • Efficient data consolidation, management, reporting and security master through FinMason’s 100% cloud-native data and calculation infrastructure
  • Access and manipulate data from providers like Morningstar, Refinitive, ICE and OWL ESG and with the capability to easily add additional data providers
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FinMason’s Insurance Product Calculators

  • Offer white-labeled portfolio construction with robust annuity analysis to seamlessly match your customer experience
  • Custom-built calculators provide differentiating functionality to your clients
  • Solutions delivered in weeks or months vs. longer timelines from legacy, non-cloud-based technology companies
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Trusted by the World’s Largest and Leading Financial Institutions

Clients we serve

Asset Owners

Asset Managers

Wealth Advisors

Software Platforms

Custody Banks

Insurance Companies




Trust Banks



Vendor Partners / Data Sources

Volume, Speed, Depth, Flexibility

3 million

Portfolios Analyzed per month


Average API Response Time


Analytics on 7+mm Traded Assets

5 days

To Add a New Analytic

Delivery – API, Custom iFrames, Web/Mobile App

Your Benefits

Shortened time-to-market

Get up and running in a few days.

Easy & Quick integration

Fully platform independent API that delivers all of our analytics and data. Very short integration times.

Fast API

Fast API response times for a delightful user experience (50 millisecond typical calculation time) at massive scale.

Broad & Deep

Global funds, stocks, bonds are covered and we have over 1,000 different analytics.


Easy and fast to add new analytics. Ask us to create your own custom statistics.


Ability to calculate up to 7 billion analytics a day.