What Does FinMason Do?

Total employees18
HeadquartersBoston
FoundedN/A

FinMason is a financial technology firm, acquired by Morningstar in July 2022, specializing in providing sophisticated investment analytics as a service. They empower wealth managers, asset managers, and technology platforms with institutional-grade analytics through flexible and scalable APIs. FinMason's solutions cover areas like portfolio risk, performance attribution, investment screening, and compliance, aiming to democratize access to complex financial data and insights, now integrated within Morningstar's broader offerings.

Where Is FinMason's Headquarters?

HQ Function

Serves as the primary center for FinMason's (now a Morningstar company) specialized analytics development, engineering, and product teams, supporting integration with Morningstar services.

Notable Features:

Situated in a modern office building in Boston's North End, offering good accessibility. As part of Morningstar, specific unique FinMason-only facility highlights are less distinct from the broader Morningstar infrastructure.

Work Culture:

Likely maintains elements of a collaborative, innovative, and agile fintech environment from its startup days, now influenced by Morningstar's established corporate culture. The focus remains on technological excellence in financial analytics.

HQ Significance:

The Boston location historically placed FinMason in a rich ecosystem for financial and tech talent. As part of Morningstar, this office contributes specialized expertise to Morningstar's global operations.

Values Reflected in HQ: The choice of a modern office in a key city hub reflects a commitment to innovation and connectivity, values now aligned with Morningstar's global standards and mission.

Location:

While its primary team is based in Boston, USA, FinMason's analytics solutions, now integrated into Morningstar's product suite, are utilized by financial institutions and fintech companies globally. Morningstar's extensive international presence supports the worldwide distribution and support of these capabilities.

Street Address:

200 Portland Street, 5th Floor

City:

Boston

State/Province:

MA

Country:

USA

Where Else Does FinMason Operate Around the World?

No additional office locations available.

Buying Intent Signals for FinMason

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading FinMason? Meet the Executive Team

As of April 2025, FinMason' leadership includes:

Kendrick Wakeman, CFA - Founder & Former CEO of FinMason; currently Strategic Advisor, Morningstar
David Remstein - Former CTO of FinMason; currently Senior Engineering Manager, Morningstar
Mark Carroll - Former CPO of FinMason; currently Director, Product Management, Morningstar

Who's Investing in FinMason?

FinMason has been backed by several prominent investors over the years, including:

Acquired by Morningstar (July 2022)

What Leadership Changes Has FinMason Seen Recently?

Hire0
Exits3

Following FinMason's acquisition by Morningstar in July 2022, key leadership from FinMason transitioned into new, broader roles within Morningstar around October 2023, reflecting the ongoing integration of the FinMason business. These changes represent shifts in responsibilities rather than new external hires to, or departures from, the overall Morningstar organization.

Departures

Kendrick Wakeman, Transitioned from leading the FinMason unit to Strategic Advisor, Morningstar, as part of organizational integration.
David Remstein, Transitioned from Head of Engineering for the FinMason unit to Senior Engineering Manager, Morningstar, as part of organizational integration.
Mark Carroll, Transitioned from Head of Product for the FinMason unit to Director, Product Management, Morningstar, as part of organizational integration.

What Technology (Tech Stack) Is Used byFinMason?

Discover the tools FinMason uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

FinMason Email Formats and Examples

Prior to its acquisition by Morningstar, FinMason likely utilized common corporate email formats such as [first].[last]@finmason.com or [first_initial][last]@finmason.com. Post-acquisition, business communications are primarily channeled through Morningstar's systems. The success rate for reaching individuals via historical @finmason.com addresses would be speculative and likely low for active business.

[first].[last]@finmason.com

Format

jane.doe@finmason.com

Example

65%

Success rate

What's the Latest News About FinMason?

Morningstar NewsroomJuly 20, 2022

Morningstar Acquires FinMason

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, announced it has acquired FinMason, a FinTech firm that provides a flexible investment analytics platform with extensive data coverage, to enhance Morningstar's existing analytics capabilities....more

Business WireJuly 20, 2022

FinMason to Power Fixed Income Attribution for Morningstar Direct and Advisor Workstation

Coinciding with its acquisition by Morningstar, it was announced that FinMason's advanced fixed income analytics, including its proprietary FinRiver FILSAC system, would be integrated into Morningstar Direct and Advisor Workstation platforms to bolster their fixed income capabilities....more

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