FinMason: Reaches 20 Million Portfolios Analyzed

FinMason, a U.S.-based fintech and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced on Tuesday it has analyzed over 20 million portfolios for clients since launching its analytics API service in 2017.

FinMason claims to be the world’s largest independent investment analytics engine for financial services platforms. The Boston-based financial technology firm provides access to more than 700 calculations on every publicly traded asset in the world delivered through one simple API. The platform delivers institutional-grade analytics in milliseconds through two core products:

  • FinRiver: An API that delivers any analytics anywhere in your platform with just a few keystrokes
  • FinScope: A bulk processing platform that can analyze millions of portfolios every night for compliance screening and performance attribution.

Speaking about the latest milestone, Kendrick Wakeman, CEO of FinMason, stated:

“My hope is that each portfolio analyzed means that somewhere out there, someone understands their investments a little bit better. Our partners are some of the most innovative financial services firms and FinTech platforms in the industry and are on a mission to help asset managers, advisors, and investors sort through the uncertainty. We help them deliver exactly the right information to exactly the right people at exactly the right time.”

FinMason then added earlier this year, it expanded its offering by launching analytics coverage of all publicly-traded sovereign, corporate, and supranational fixed-income securities worldwide as well as the entire municipal bond universe across all 50 states, DC, and U.S. territories.

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