We solve the two largest hurdles – wrangling market data and calculating analytics at scale.
Via our cloud based API we provide our lightning-fast, customizable, calculation engine, to accelerate any wealth technology build out.
Fintech tools require large quantities of poorly structured market data, and software developers spend months ingesting and normalizing the data, and more months building analytic calculations.
FinMason solves that problem by providing access to over 500 calculations and 600 market data items on every stock, bond and fund in the world, delivered through one simple, fast API.
Using FinMason’s API, investment analytics can be quickly and cost-effectively added to any fintech platform.
FinMason was founded by experienced industry insiders and leading technologists. They have managed institutional portfolios, built and managed performance, risk, and analytics systems for large institutions, and built and sold large technology companies.
David has more than 32 years of investment and operational experience. Prior to joining FinMason, David served as Global Head of Buy-Side Financial Consulting at Riskcare Inc., Global Head of Client Reporting at Citi Private Bank, Global Head of Investment Performance at J.P. Morgan Asset Management and Global Product Head and Chief Operating Officer of Investment Analytics & Consulting at J.P. Morgan Corporate Investment Bank.
Phil has over 25 years of experience as a senior investment executive who combines broad finance and technology skills. At FinMason he is responsible for developing a deep understanding of clients’ needs, ensuring that the company’s technology delivers on those needs and determining the strategic product direction of the company. He recently led the capital markets desk at Lazard after two decades as an arbitrage portfolio manager for banks and hedge funds. He also recently served as Chair of the Board for CFA Society New York and holds an MA and BA in Mathematics and Management from the University of Cambridge.
Marek has more than 29 years of IT experience in various industries. At FinMason he is responsible for overall technical direction and implementation. He also manages our European subsidiary. Prior to joining FinMason, he served as CTO at Casenet LLC, as a General Manager at Casenet Europe and as Senior Enterprise Architect at Hewlett Packard/EDS. Marek earned a PhD, MS and BS in Numerical Modeling from Charles University in Prague.
Greg has more than 29 years of experience in technology product development, testing and deployment. At FinMason he is responsible for product development and enhancements. He is focused on producing quality software and has done so at firms such as HitBliss, Thomson Reuters, SiteAdvisor and Thomson Course Technology. His career in software quality assurance spans all aspects of testing, diagnosing, supporting and improving software so that users have the best experience possible. He has a BS in Engineering from Boston University and an MBA from New York Institute of Technology.
Samantha is responsible for deepening relationships with FinMason's existing clients, directing the company's new business pipeline and expanding marketing activities. She began her career as a sales executive at Bloomberg, and has more than 25 years of business development experience having held business development leadership positions with a variety of firms, including Credit Suisse and IHS Markit. Most recently, she held a business development leadership position with Greenwich Associates.
Paul has over 25 years of experience in the asset management industry. At FinMason, he is responsible for educating the marketplace about FinMason, driving revenue growth and implementing sales strategies that align with the company’s objectives. He has a proven track record of developing, growing and building relationships with consultants, investment managers, family offices and wealth managers. Prior to joining FinMason, he held a variety of roles across Nasdaq, eVestment and Russell Investment Group holding roles within institutional sales, consulting, business leadership and product. In his career, Paul has focused on creating value for his clients and working with them to solve significant business problems by using technology.