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Financial Navigator

Financial Navigator?uq=PEM9b6PF
1983 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of general ledger and portfolio tracking software services. The company's general ledger and portfolio tracking software services include accounting and financial software to hundreds of single-family offices, multi-family offices, CPA firms and trust and estate managers, enabling clients to aggregate data from multiple managers and reporting entities, analyze investment performance and risk, prepare financial statements and consolidated reports and confidentially share selected information with financial advisers.

Website
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Other Industries
Asset Management
Parent Company
Asset Vantage Systems
Primary Office
  • Silicon Valley, 275 Saratoga Avenue
  • Suite 260
  • Santa Clara, CA 95050
  • United States

+1 (800) 000-0000

Financial Navigator Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Financial Navigator Executive Team (4)

Name Title Board
Seat
Contact
Info
C. Van Deman Co-Founder & Chief Executive Officer
Kevin Whalen Chief Financial Officer & Director, Operations
David Campbell Chief Technology Officer
John Van Deman Co-Founder & Director,Software Development