Finnav

Santa Clara, United States Founded: 1983 • Age: 43 yrs Acquired By Asset Vantage
Accounting and reporting software is provided for family offices.
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Annual revenue $1.8M Latest available
Total funding - Funding intelligence
Employees 76 Tracked headcount
Investors 1 Known backers
Products 4 Services tracked
Competitors 11 Brand Intelligence

About Finnav

Finnav is a company based in Santa Clara (United States) founded in 1983 was acquired by Asset Vantage in April 2017. The company has 76 employees as of April 02, 2024. Finnav offers products and services including Financial Data Aggregation, Integrated General Ledger, Portfolio Performance, and Partnership Accounting. Finnav operates in a competitive market with competitors including Intuit, Visma, Xero, Wave and FreeAgent, among others.

  • Headquarter Santa Clara, United States
  • Employees 76 as on 02 Apr, 2024
  • Sectors
    Technology
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Asset Vantage Systems Private Limited
  • Jurisdiction Mumbai, Maharashtra, India
Operational Areas
Technology → Marketing, Adtech & Commerce Technology → →
Key Metrics
  • Annual Revenue
    $1.81 M (USD)
    26.52
    as on Mar 31, 2023
  • Net Profit
    -$275.86 K (USD)
    -7.23
    as on Mar 31, 2023
  • EBITDA
    -$110.81 K (USD)
    4.77
    as on Mar 31, 2023
  • Latest Funding Round
  • Investors
    Asset Vantage
  • Employee Count
    76

    as on Apr 02, 2024

  • Acquired by
    Asset Vantage

    (Apr 18, 2017)

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Products & Services of Finnav

Finnav offers a comprehensive portfolio of products and services, including Financial Data Aggregation, Integrated General Ledger, Portfolio Performance, and Partnership Accounting.

Primary

Software for aggregating and reconciling financial investments and expenses.

System for book-keeping and transaction reconciliation in wealth management.

Tools for tracking and reporting investment returns across asset classes.

Platform for managing partnership structures and inter-entity transactions.

Funding Insights of Finnav

Investors in Finnav

Finnav has secured backing from 1 investor. Prominent investors backing the company include Asset Vantage.

All
Investor Description Founded Year Domain Location
Asset Vantage
Cloud-based platform for investment and accounting management is utilized.
Founded Year Domain Location

Investments & Acquisitions by Finnav

Investments

Financial Statements - Finnav

Finnav Comparisons

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Competitors of Finnav

Finnav operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Intuit, Visma, Xero, Wave and FreeAgent, among others.

Company Name Domain Founded year HQ Location Description
Intuit
domain founded_year HQ Location
Financial and accounting software is developed for businesses and individuals.
Visma
domain founded_year HQ Location
Cloud-based ERP software is provided for business management across segments.
Xero
domain founded_year HQ Location
Cloud-based accounting and payment management is offered for small businesses.
Wave
domain founded_year HQ Location
Web-based accounting software is offered for business use.
FreeAgent
domain founded_year HQ Location
Cloud-based accounting software is provided for small businesses and freelancers.
Kyriba
domain founded_year HQ Location
Cloud-based treasury automation and risk management solutions are provided.

Latest news on Finnav

Asset Vantage Acquires Financial Navigator
PR Newswire • 9 years ago

Frequently Asked Questions about Finnav

Finnav was founded in 1983.

Finnav is headquartered in Santa Clara, United States. It is registered at Santa Clara, California, United States.

As of Apr 02, 2024, the latest employee count at Finnav is 76.

Annual revenue of Finnav is $1.81M as on Mar 31, 2023.

Finnav was founded in 1983 in Santa Clara, United States, focusing on accounting and reporting software for family offices, CPA firms, trust and estate managers, and related businesses. Modules for portfolio accounting, partnership management, intercompany transactions, balance sheets, and tax handling are included. Portfolio analytics, asset allocation, diversification views, and return comparisons to indices are generated. Acquisition by Asset Vantage took place in April 2017 for an undisclosed amount.

Finnav's top competitors include Intuit, Visma and Clear.

Finnav offers Financial Data Aggregation, Integrated General Ledger, Portfolio Performance, and Partnership Accounting.

Finnav has 1 investor. Key investors include Asset Vantage.

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