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Financial Analytics
Overview
Focus
Financial Analytics
Investment Portfolio Management
Product
Portfolio analytics and investment intelligence platform for advisors, wealth managers, and asset managers.
Investment portfolio tracking and tax reporting platform for investors and wealth managers across 40+ markets.
Headquarters
Boston, Massachusetts
Auckland, New Zealand
Company size
11-50 employees
51-200 employees
Founded
2015
2008
Pricing details
Free options
Free plan
Source updated
Oct 29, 2026
Oct 29, 2026