Products
By Team
Sales
Multithread effectively and personalize outreach to convert deals faster
Social Media Marketing
Elevate social presence and drive business growth from social media
RevOps
Identify and prioritize high-intent leads, and improve sales effectiveness
Events & Field Marketing
Find and connect with ICP attendees, and improve event outcomes
Resources
.png)
.png)
Finomial
What Does Finomial Do?
Finomial was a financial technology company specializing in client lifecycle management, regulatory compliance (including FATCA/CRS), and data solutions for the alternative investment industry, particularly hedge funds and private equity. Its platform aimed to automate and streamline investor onboarding, tax reporting, and ongoing investor communications. In February 2018, Finomial was acquired by Broadridge Financial Solutions, and its technology and services were integrated into Broadridge's offerings to enhance their capabilities in the alternative investments sector.
Where Is Finomial's Headquarters?
HQ Function
Served as the primary center for Finomial's software development, business operations, sales, and client support for its investor compliance and regulatory technology solutions, prior to its acquisition by Broadridge.
Notable Features:
Formerly located in Boston's financial district, which facilitated close connections with the investment community. Specific architectural details of the leased office space are not widely publicized.
Work Culture:
As a FinTech startup, Finomial likely fostered a dynamic, innovative, and collaborative work environment focused on solving complex challenges in the financial technology space for alternative investments.
HQ Significance:
This location was pivotal for Finomial's growth, product innovation, and establishment in the FinTech market for alternative investments, laying the groundwork for its eventual integration into Broadridge's broader financial services.
Values Reflected in HQ: The company's operations from this HQ likely reflected values such as innovation in financial technology, client-centric problem-solving, and expertise in navigating complex regulatory environments for alternative investments.
Location:
Prior to its acquisition, Finomial's technology was designed to support global alternative investment funds and their investors worldwide, particularly concerning international regulatory compliance like FATCA and CRS. As part of Broadridge, these capabilities are now leveraged within Broadridge's extensive global operational footprint and client base.
Street Address:
101 Arch Street
City:
Boston
State/Province:
MA
Country:
USA
Where Else Does Finomial Operate Around the World?
No additional office locations available.
Buying Intent Signals for Finomial
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.
Who's Leading Finomial? Meet the Executive Team
As of April 2025, Finomial' leadership includes:
Who's Investing in Finomial?
Finomial has been backed by several prominent investors over the years, including:
What Leadership Changes Has Finomial Seen Recently?
No specific executive movements for Finomial as an independent entity have been reported in the last 12 months, as the company was acquired by Broadridge in 2018. Leadership and team changes are now part of Broadridge's organizational updates.
What Technology (Tech Stack) Is Used byFinomial?
Discover the tools Finomial uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Finomial Email Formats and Examples
Historically, Finomial likely used common corporate email formats such as [first_initial][last]@finomial.com or [first].[last]@finomial.com. Since its acquisition by Broadridge and the integration of its operations, the finomial.com domain is no longer actively used for primary business communications. Correspondence would now be through Broadridge channels.
[first_initial][last]@finomial.com
Format
jdoe@finomial.com
Example
0%
Success rate
What's the Latest News About Finomial?
Broadridge Financial Solutions • February 20, 2018
Broadridge Acquires Finomial To Further Digitize Alternative Investment Processes
Broadridge Financial Solutions, Inc. (NYSE:BR), a global fintech leader, announced it has acquired Finomial, Inc., a provider of investor compliance and regulatory technology (RegTech) solutions for hedge funds and alternative asset managers....more
PR Newswire (via Finomial) • October 5, 2017
Finomial Achieves SOC 2 Type II Compliance
Finomial, the leading client lifecycle management platform for alternative asset managers, today announced that it has successfully completed a System and Organization Controls (SOC) 2 Type II examination for its investor portal and compliance platform....more
Finextra • January 26, 2016
Finomial launches FATCA & CRS product
Finomial, the leading SaaS platform for hedge fund investor services, today announced the launch of its comprehensive FATCA and Common Reporting Standard (CRS) product. The new product enables hedge funds to comply with the complex due diligence and reporting requirements of both regulations....more
Highperformr's free tools for company research
Explore Employees by Region or Country
See where a company’s workforce is located, by country or region.
View Funding Details
View past and recent funding rounds with amounts and investors.
Understand Revenue Insights
Understand company revenue estimates and financial scale.
Track Active Job Openings
Track active roles and hiring trends to spot growth signals.
Review Product and Offerings
Discover what a company offers—products, platforms, and solutions.
Get SIC or NAICS Codes
Get the company’s official SIC and NAICS classifications.
Analyze Website Traffic Trends
Analyze visitor volume, engagement, and top traffic sources.
Discover Social Profiles and Engagement
Explore LinkedIn, Twitter, and other active social profiles.
Identify Top Competitors
Identify top competitors based on similar business traits.
Research and Discover Companies with Highperformr — Smarter, Faster
Explore companies in depth — from the tech they use to recent funding, hiring trends, and buyer signals — all in one powerful view.
Highperformr AI helps you surface the right accounts and enrich your CRM with verified company and contact insights, so your teams can prioritize and engage faster.
- Track intent signals to find buyers who are actively in-market
- Enrich contacts and companies instantly, no need to switch tools
- Automate workflows to stay ahead of every change
- Connect your CRM & tools for seamless data sync and activation
Thousands of companies, including Finomial, are just a search away.