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
(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
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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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Dedham, MA


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Princeton, NJ
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Financial Navigator Competitors (7)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
FundCount Corporation Dedham, MA
000000000 00000000 Formerly VC-backed Princeton, NJ 000 000000&0
00000 000000 00000 Failed Transaction (M&A) New York, NY 000 000000&0
0000000 00000000 Accelerator/Incubator Backed Dedham, MA 00 000000000000
000 000000 Formerly PE-Backed London, United Kingdom 00000 00.000 00000000 00.000
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Financial Navigator Executive Team (4)

Name Title Board Seat Contact Info
Ed 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
To view Financial Navigator’s complete executive team members history, request access »