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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.
Serves as the primary center for FinMason's (now a Morningstar company) specialized analytics development, engineering, and product teams, supporting integration with Morningstar services.
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.
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.
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.
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.
200 Portland Street, 5th Floor
Boston
MA
USA
No additional office locations available.
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As of April 2025, FinMason' leadership includes:
FinMason has been backed by several prominent investors over the years, including:
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.
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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
Morningstar Newsroom • July 20, 2022
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 Wire • July 20, 2022
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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