kendrick-wakeman | Media Room

Press Release Oct 24, 2018

AdvisorClarity Powers Up Business Intelligence Platform, Infuses FinMason's Robust Investment Analytics

Advisors can now gain a clearer picture of business with coupling of business intelligence and investment analytics technology Read More

Press Release Sep 27, 2018

Optimis Signs Up for FinMason Analytics Through FinTech Sandbox

Optimus will receive free access to FinRiver™, a suite of lightning-fast investment analytics APIs Read More

Press Release Sep 25, 2018

Totum Risk Taps FinMason to Expand Portfolio Analytics Suite

New product will help advisors to visualize and communicate risk Read More

Press Release Sep 19, 2018

FinMason Wins Best Compliance Technology at 2018 Wealth Management Industry Awards

The rapidly growing investment analytics service is recognized for their FinRiver for Salesforce solution Read More

Press Release Aug 27, 2018

FinMason to Power Native Monte Carlo Capabilities on Orion Platform

Advisors can now access FinMason's Five-Minute Financial Plan™ - a financial planning analytics tool - directly within the Orion platform Read More

Press Release Aug 15, 2018

FinMason Launches in Europe

Euro currency support within acclaimed investment analytics as a service platform marks firm's continued international expansion Read More

Press Release May 31, 2018

FinMason Expands Analytics Team

The international FinTech firm appoints two industry veterans to analytics oversight roles Read More

Press Release May 17, 2018

FinMason Announces FinRiver for the Salesforce AppExchange®

New app by FinMason provides a powerful solution for financial advisors seeking investment analytics, compliance and reporting solutions Read More

Press Release May 11, 2018

FinMason Expands North American Sales Team

The international FinTech firm appoints two industry veterans to boost enterprise sales and strategic relationship management Read More

Press Release Apr 27, 2018

FinMason Launches in Canada

Canadian Dollar support within acclaimed investment analytics as a service platform marks the first step in international expansion Read More

Press Release Mar 22, 2018

FinMason Expands Leadership Team, Names David Remstein as Firm's First President and COO

The 32-year industry veteran joins the FinTech startup to lead rapid growth and overseas expansion Read More

Press Release Mar 13, 2018

BOND.ai Signs Up for FinMason Analytics Through FinTech Sandbox

FinMason will give BOND.ai free access to FinRiver, a suite of lightning-fast investment analytics APIs that allow for faster time-to-market Read More

Press Release Mar 8, 2018

FinMason Hires 25-Year Industry Veteran to Launch New Investment Analytics Consulting Group

Maral Boyadjian tapped to lead team that works with clients to resolve analytics pain points and deliver customized relevant insights Read More

Press Release Feb 16, 2018

FinMason Ranks #1 in Customer Satisfaction According to the 2018 Advisor Software Survey

Appearing for the first time in the annual survey, FinMason among top investment analytics providers in the industry Read More

Press Release Oct 31, 2017

WisdomTree Selects FinMason to Power New Investor Tools

In multi-year deal, WisdomTree will become the first global investment manager to adopt FinMason's FinRiver™ analytical platform Read More

Press Release Oct 11, 2017

FinMason Named by UBS As an Americas Regional Finalist in Future of Finance Challenge 2017

FinRiver is front and center on the global stage in the competition to find innovative solutions for the bank of the future. Read More

Press Release Oct 5, 2017

FinMason Named Finalist in 2017 WealthManagement.com Industry Awards

FinTech firm recognized for innovation in risk tolerance and investment analytics Read More

Press Release Sep 28, 2017

FinMason Announces Intentions to Double Investment Analytics Offering, Expands Team of Data Scientists

Jian Liu, Ph.D., CFA, FRM becomes ninth Ph.D. to join growing investment analytics firm. Read More

Press Release Sep 19, 2017

FinMason Competes in 2017 FUSE Hackathon, Wins Award

Five-Person Team Makes Strong First Impression with Technical Skills, Work Ethic and Client-Centered Focus Read More

Press Release Aug 3, 2017

FinMason Announces International Expansion, Opens Operations in Prague

FinMason Europe, s.r.o., will employ world-class engineering and data validation teams Read More

Press Release Jul 11, 2017

FinMason to Provide Investment Analytics Data to FinTech Sandbox Participants

FinMason joins consortium dedicated to driving innovation, adoption of FinTech. Read More

Press Release Jun 27, 2017

AlphaStreet Becomes the First Start-Up Accepted Into FinMason's FinTech Accelerator Program

FinMason's FinSpring accelerator program will give AlphaStreet free access to FinRiver, a suite of lightning-fast investment analytics APIs. Read More

Press Release Jun 15, 2017

FinMason Launches FinTech Accelerator Program With Free Access to Investment Analytics API

FinSpring initiative overcomes big challenge for start-ups - accessing institutional-grade analytics. Read More

Press Release May 4, 2017

TradePMR to Integrate FinMason's Risk Tolerance Process and Analytics Into Advisor Workstations

FinMason Expands Staff, Adds Expertise in Analytics and Advisor Insights

Boston-based fintech firm adds leadership in sales, marketing and data science due to client needs and business growth Read More

Press Release Mar 30, 2017

FinMason Launches FinRiver Investment Analytics API

Industry leading fintech firm provides easy and flexible access to one of the largest independent analytics platforms in wealth management. Read More

Press Release Feb 14, 2017

FinMason Redefines Risk/Reward and Suitability Conversations for Advisors and Their Clients

Two new products bring institutional-caliber assessments to compliance professional and advisor fingertips Read More