Automated Financial Systems Overview

  • Founded
  • 1994
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

Automated Financial Systems General Information

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.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Primary Industry
Financial Software
Acquirer
Primary Office
  • 50 Broadway
  • Suite 1202
  • New York, NY
  • United States
Want detailed data on 2M+ companies?

What you see here scratches the surface

Request a free trial
Want to dig into this profile?

We’ll help you find what you need

Learn more

Automated Financial Systems Valuation & Funding

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

This information is available in the PitchBook Platform. To explore Automated Financial Systems‘s full profile, request access.

Request a free trial