FinMason was founded by experienced industry insiders and leading technologists who have managed institutional portfolios, built risk and analytics systems for large institutions, and launched successful technology companies. Our mission is simple but powerful: to make institutional-grade investment analytics accessible to everyone in financial services.
Our Story: From Wall Street to the World
FinMason emerged from a profound observation: the stark divide between the sophisticated analytical tools available to institutional investors and what was accessible to everyone else.
Meanwhile, distribution teams, portfolio construction and advisors—the professionals trusted by millions—lacked these fundamental tools. We asked: Why shouldn't wealth manager have access to the same quality of analytics? This question became our driving purpose.
We assembled a team of experts who had built and managed portfolio, performance, risk, and analytics systems for the world's largest financial institutions. Together, we created a solution that delivers institutional-quality analytics at a fraction of the cost and complexity of traditional systems.
The Minds Behind FinMason
Our leadership and development teams bring decades of experience in portfolio management, quantitative analysis, risk modelling, custody, analytics, infrastructure, consulting, financial planning, institutional asset management and financial technology. This expertise isn't just academic—it's built on real-world experience managing billions in assets, developing analytics platforms for major institutions, and creating financial technologies that transform how professionals work.
We pride ourselves on understanding the mathematics behind investment analytics and the practical business challenges facing financial professionals. This dual expertise enables us to create solutions that are not only theoretically sound but also practically valuable.
What Sets Us Apart
Speed and Performance
Where traditional analytics platforms take seconds or even minutes to process complex scenarios, our systems respond in milliseconds. This isn't just a technical achievement, it transforms how professionals interact with analytical tools and engage with clients.
Genuine Flexibility
While legacy providers often offer inflexible, off-the-shelf solutions, we've built our systems for customization. We've demonstrated the ability to rapidly develop and deploy custom analytics for clients like Capital Group, delivering customized solutions that perfectly fit their needs.
Technical Innovation
Our cloud-native architecture represents a generational leap over legacy systems built on outdated technology stacks. We've applied modern software development approaches to financial analytics, creating a system that's not only powerful but also scalable, resilient, and adaptable.
Our Philosophy
We believe that great investment decisions require great analytics. These analytics should be accessible to everyone, not just those with multi-million-dollar technology budgets.
By democratizing access to institutional-grade investment analytics, we're helping to create a more transparent, efficient financial marketplace in which data, not guesswork, drives decisions.
Unlike many fintech startups, we're not attempting to disrupt traditional financial services. Instead, we're empowering financial professionals to serve their clients better, providing them with the tools they need to thrive in an increasingly data-driven industry.