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Financial Data Aggregation
Overview
Focus
Financial Data Aggregation
Financial Data Aggregation
Product
Wealth reporting and data aggregation platform by Pershing delivering consolidated performance and analytics.
Corporate treasury platform for startups investing excess cash into US Treasuries with automated ladders.
Headquarters
Jersey City, New Jersey
New York, New York
Company size
51-200 employees
11-50 employees
Founded
2000
2022
Pricing details
Source updated
Nov 2, 2026
Oct 29, 2026