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Financial Analytics
Overview
Focus
Financial Analytics
Investment Management Software
Product
Portfolio analytics and investment intelligence platform for advisors, wealth managers, and asset managers.
Investment management software for asset managers with portfolio management, trading, and compliance.
Headquarters
Boston, Massachusetts
Greenwich, Connecticut
Company size
11-50 employees
51-200 employees
Founded
2015
1989
Pricing details
Source updated
Oct 29, 2026
Oct 29, 2026