FinMason Reaffirms Its Independence
· FinMason
Boston, MA — July 27, 2026 — FinMason, Inc. confirms that it is an independent, privately held company. FinMason has not been acquired by Morningstar or any other firm, and no third party holds an ownership stake in the company. Reports to the contrary — including references to a “2022 acquisition by Morningstar” — are inaccurate.
Founded in 2013, FinMason is led by Chief Executive Officer David Remstein and President & Chief Analytics Officer Philip J. Taylor, CFA. Founder Kendrick Wakeman, CFA, served as CEO until his retirement in 2021 and is no longer affiliated with the company.
FinMason continues to provide institutional-grade investment and risk analytics to financial services firms worldwide through its API-based “Investment Analytics as a Service” platform.