We are a global financial technology company that produces institutional grade proprietary investment and risk analytics for financial services.
Our Products
Portfolio and investment risk analytics
Investment Data Management Solutions
Insurance Product Calculators
FinMason’s easy to use Portfolio Risk Analytics
- Provides the flexible, scalable and cost-effective technology tools to conduct in-depth investment portfolio analysis
- Data includes more than 1,300 data points and calculations across more than seven million securities such as stocks, bonds, annuities, cryptocurrencies and non-public assets
- Cloud-based solutions are quick, easy to implement and expand with your technology needs to future-proof your offerings
FinMason’s Investment Data Management Solutions
- Data management and organization is easy and intuitive
- Efficient data consolidation, management, reporting and security master through FinMason’s 100% cloud-native data and calculation infrastructure
- Access and manipulate data from providers like Morningstar, Refinitive, ICE and OWL ESG and with the capability to easily add additional data providers
FinMason’s Insurance Product Calculators
- Offer white-labeled portfolio construction with robust annuity analysis to seamlessly match your customer experience
- Custom-built calculators provide differentiating functionality to your clients
- Solutions delivered in weeks or months vs. longer timelines from legacy, non-cloud-based technology companies
Trusted by the World’s Largest and Leading Financial Institutions
Clients we serve
Asset Owners
Asset Managers
Wealth Advisors
Software Platforms
Custody Banks
Insurance Companies
TAMPS
Consultants
Robo-Advisors
Trust Banks
Fiduciaries
Administrators
Vendor Partners / Data Sources
Volume, Speed, Depth, Flexibility
3 million
Portfolios Analyzed per month
0.05sec
Average API Response Time
1300+
Analytics on 7+mm Traded Assets
5 days
To Add a New Analytic
Delivery – API, Custom iFrames, Web/Mobile App
Your Benefits
Shortened time-to-market
Get up and running in a few days.
Easy & Quick integration
Fully platform independent API that delivers all of our analytics and data. Very short integration times.
Fast API
Fast API response times for a delightful user experience (50 millisecond typical calculation time) at massive scale.
Broad & Deep
Global funds, stocks, bonds are covered and we have over 1,000 different analytics.
Flexible
Easy and fast to add new analytics. Ask us to create your own custom statistics.
Scalable
Ability to calculate up to 7 billion analytics a day.
Our Latest News
2025 FinMason, Inc.