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Automated Financial Systems

1994 FOUNDED
M&A STATUS
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Developer of browser-based broker workstations. The company's products include Investpoint broker workstation, Investor and Active Trader retail trading tools, Infostream streaming market data, and the Correspondent Clearing Portal which deliver advanced functionality such as basket trading, electronic account opening and portfolio rebalancing through a standards-based Web 2.0 browser interface that integrates back-office and market-data vendors, enabling financial institutions to integrate account management, trading, workflow, market data and portfolio management over a single platform.

Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Primary Industry
Financial Software
Primary Office
  • 50 Broadway
  • Suite 1202
  • New York, NY
  • United States

Automated Financial Systems Valuation and Funding

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

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