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Feb 16, 2022

FinMason Reaches “50 million Portfolios Analyzed” Milestone

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Mar 4, 2021

FinMason Reaches “30 Million Portfolios Analyzed” Milestone

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Sep 29, 2020

FinMason Reaches “20 Million Portfolios Analyzed” Milestone

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Jun 23, 2020

OWL Analytics Partners with FinMason to Deliver ESG Ratings

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Jun 11, 2020

AdvisorPeak Enhances Investment Analytics for RIAs

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May 18, 2020

FinMason Launches Accessible Fixed Income Analytics

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About Us

FinMason is the world’s largest independent investment analytics engine for financial services platforms.

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Our Use Cases

  • Portfolio Comparison
  • Proposal Generation
  • Portfolio Construction
  • Lite Planning
  • Risk and ESG Scoring
  • Compliance Monitoring
  • Adding Market Data and Analytics
  • Custom Analytics

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Headquarters Boston

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

Office Prague

Revoluční 724/7, 110 00 Staré Město, Prague 1, Europe - Czech Republic

2023 FinMason, Inc.

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