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. He earned his M.B.A in Business and Finance at Pace University and his B.S. in Business Economics at the State University of New York at Oneonta.
Phil is a Senior Investment Executive who combines broad finance and technology skills. 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 23 years of IT experience in various industries. 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 is fanatical about producing quality software and has done so at firms such as HitBliss, Thomson Reuters, SiteAdvisor, and Thomson Course Technology. His 20-year 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.
Paul has over 25 years of experience in the asset management industry. He has held roles across institutional sales, consulting, business leadership and product. 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 Alliance and Russell Investment Group. In his career, Paul has focused on creating value for his clients and working with them to solve significant business problems by using technology. Paul has a B.S. in Finance and Economics from Central Washington University.
2023 FinMason, Inc.