Automated Financial Systems Overview

  • Year Founded
  • 1994

Year Founded

  • 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
Corporate Office
  • 50 Broadway
  • Suite 1202
  • New York, NY
  • United States
+1 (212) 000-0000

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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 FAQs

  • When was Automated Financial Systems founded?

    Automated Financial Systems was founded in 1994.

  • Where is Automated Financial Systems headquartered?

    Automated Financial Systems is headquartered in New York, NY.

  • What industry is Automated Financial Systems in?

    Automated Financial Systems’s primary industry is Financial Software.

  • Is Automated Financial Systems a private or public company?

    Automated Financial Systems is a Private company.

  • What is Automated Financial Systems’s current revenue?

    The current revenue for Automated Financial Systems is 000000.

  • When was Automated Financial Systems acquired?

    Automated Financial Systems was acquired on 14-Dec-2006.

  • Who acquired Automated Financial Systems?

    Automated Financial Systems was acquired by FIS Data Systems.

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