FinMason

FinMason sells investment and portfolio risk analytics, delivered through an API, to asset managers, wealth management firms, asset owners, insurers and fintech platforms. The Boston company was founded in 2013 and has a second office in Prague. It describes itself as independent and privately held; David Remstein is chief executive.

The platform has four modules. FinRiver, the core API, returns more than 1,500 analytic data points on risk, performance and attribution across about nine million securities, including equities, fixed income and alternatives, with results in milliseconds. FinCore consolidates investment data from multiple sources, reconciles it and keeps a single security master with data lineage for audits. FinCalc provides white-labeled annuity, tax-deferral and RILA calculators along with retirement income, Social Security and Roth conversion scenarios. FinFrame supplies embeddable charts and tables that firms place in client portals, reports and digital wealth tools.

Wealth firms use the analytics to show clients portfolio risk and strategy and to support advisor conversations and portfolio construction. Clients pick only the data points and calculations they need, and FinMason says pricing follows that modular selection, though rates are not published. FinCore is described as cloud-native.