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Financial Data Aggregation
Overview
Focus
Financial Data Aggregation
Wealth Management Platforms
Product
Wealth reporting and data aggregation platform by Pershing delivering consolidated performance and analytics.
Client portal and data aggregation platform for wealth management firms to engage clients holistically.
Headquarters
Jersey City, New Jersey
Nashville, Tennessee
Company size
51-200 employees
51-200 employees
Founded
2000
2010
Pricing details
Source updated
Nov 2, 2026
Oct 29, 2026