Automated Financial Systems Overview

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

Automated Financial Systems General Information


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
Financing Status
Formerly PE-Backed
Primary Industry
Financial Software
Primary Office
  • 50 Broadway
  • Suite 1202
  • New York, NY
  • United States
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Automated Financial Systems Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Automated Financial Systems Executive Team (1)

Name Title Board Seat Contact Info
Jeff Baldyga Chief Administrative Officer & General Counsel & Senior Executive Vice President
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