FinMason Achieves 30 Million Portfolio Analyzed Milestone

Less than six months after it achieved its 20 million portfolios analyzed milestone, FinMason, a U.S.-based fintech and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced on Thursday it has achieved 30 million portfolios analyzed milestone.

As previously reported, 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 milestone, Kendrick Wakeman, CEO of FinMason, stated:

“With asset managers, advisors, and investors focusing greater attention on digital transformation and hyper-personalization, FinTech and WealthTech platform providers continue to discover the value in turning to strategic partners as alternatives to tackling everything in-house. By focusing our efforts on one piece of the development puzzle, we hope to help our partners realize their developmental goals more quickly, easily, and cost-effectively so that they can produce a better end product.”

FinMason added it was selected by First Rate to deliver third-party ESG data from one of its data partners – OWL Analytics – via its intuitive API.

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