Financial Navigator Overview

  • Founded
  • 1983
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Financial Navigator General Information


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.

Contact Information

Ownership Status
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Other Industries
Asset Management
Asset Vantage Systems
Primary Office
  • Silicon Valley, 275 Saratoga Avenue
  • Suite 260
  • Santa Clara, CA 95050
  • United States
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Financial Navigator Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Financial Navigator Comparisons

HQ Location
Total Raised
Post Valuation
Last Financing Details
Provider of general ledger and portfolio tracking software services. The company's general ledger and portfolio tracking
Other Financial Services
Santa Clara, CA


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Norwalk, CT
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000000000000 000.00


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Palo Alto, CA
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0.00 0000-00-00
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Financial Navigator Competitors (11)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Investment Metrics Private Equity-Backed Norwalk, CT 000 000.00 000000000000 000.00
00000000000 Venture Capital-Backed Palo Alto, CA 000 00000 000000&0 00000
0000000 Formerly VC-backed Irving, TX 00 0000 0000
0000000 Venture Capital-Backed Mountain View, CA 000 00000 00000000000 00000
000000000 Formerly VC-backed Chicago, IL 0000 00000 000000000 00000
You’re viewing 5 of 11 competitors. Get the full list »