About FinMason

FinMason is the global standard for institutional-grade investment analytics. We provide the technology and analytics that power smarter investment decisions for financial institutions worldwide.

Our Mission

We believe that every investor — whether an individual or institution — deserves access to the quality of analysis that guides the world's most successful investment strategies. FinMason exists to make institutional-grade investment analytics accessible, understandable, and actionable for firms of every size.

What We Offer

  • Scalable Solutions: Whether you manage individual portfolios or institutional assets, our solutions adapt to your needs.
  • Cutting-Edge Technology: Advanced technology and robust data sources deliver accurate, actionable insights in real-time.
  • Comprehensive Analytics: From risk assessment to performance attribution, our suite covers all aspects of investment analysis.
  • Solve Data Challenges: Asset owners and managers face complex data from various sources and formats. FinMason streamlines aggregation and analysis.
  • Continuous Innovation: We evolve with the latest technological advancements.
  • Client-Centric Approach: Dedicated support and customizable solutions tailored to your requirements.

Leadership

  • David Remstein, CEO — 32+ years of investment and operational experience across leading global institutions.
  • Philip Taylor, CFA, President & Chief Analytics Officer — 25+ years as a senior investment executive.
  • Marek Vesely, PhD, CTO — 29+ years of IT experience across various industries.
  • Greg Bigelow, Chief Product Officer — 29+ years in technology product development.
  • Katelyn Chesmore, Strategic Marketing & Growth Specialist — Business development focused on asset management.
  • Paul Louden, Head of Sales — 25+ years in the asset management industry.
  • Jenny Bowling, VP, Strategic Relationships — 15+ years in sales and relationship management, including a decade focused on fintech and investment data solutions.
  • Marek Bukáček, Senior Quantitative Analyst — Postdoctoral researcher leading data validation.

Global Presence

Boston, MA — One Marina Park Drive, Suite 1410, Boston, MA 02210

Prague, Czech Republic — Pod Drahou 1637/2, 5th floor, Prague 170 00

FinMason, Inc. is an independent, privately held financial technology company headquartered in Boston, Massachusetts. The company was founded in 2013 by Kendrick Wakeman, CFA, who served as CEO until his retirement in 2021, at which point he ended all affiliation with the company. Today, FinMason is led by Chief Executive Officer David Remstein and President & Chief Analytics Officer Philip J. Taylor, CFA. The company is governed by a Board of Directors, although no public information is available regarding its membership. FinMason has not been acquired by Morningstar or any other company, and no outside firm holds an ownership stake in the business.

Frequently Asked Questions

Has FinMason been acquired by Morningstar?

No. FinMason is an independent, privately held company. It has not been acquired by Morningstar or any other firm, and Morningstar holds no ownership stake in FinMason.

Who is the CEO of FinMason?

David Remstein is the Chief Executive Officer of FinMason. Philip J. Taylor, CFA, is President and Chief Analytics Officer.

Who founded FinMason and when?

FinMason was founded in 2013 by Kendrick Wakeman, CFA. Wakeman served as CEO until his retirement in 2021 and is no longer affiliated with the company.

Is FinMason a public or private company?

FinMason is a privately owned, independent company headquartered in Boston, Massachusetts.