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Financial Data Aggregation
Overview
Focus
Financial Data Aggregation
Wealth Management
Product
Wealth reporting and data aggregation platform by Pershing delivering consolidated performance and analytics.
Indian super finance app with US stock investing, tax, and wealth management across asset classes.
Headquarters
Jersey City, New Jersey
Bengaluru, India
Company size
51-200 employees
501-1,000 employees
Founded
2000
2019
Pricing details
Published rate
Usage-based
Free options
Free plan
Source updated
Nov 11, 2026
Oct 29, 2026