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
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Sectors
Technology
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Email
Locked
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Phone
Locked
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Website
Locked
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Social
Locked
- Legal Name Asset Vantage Systems Private Limited
- Jurisdiction Mumbai, Maharashtra, India
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Annual Revenue
$1.81 M (USD)26.52as on Mar 31, 2023
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Net Profit
-$275.86 K (USD)-7.23as on Mar 31, 2023
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EBITDA
-$110.81 K (USD)4.77as on Mar 31, 2023
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Latest Funding Round
Not available
- Investors
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Employee Count
76
as on Apr 02, 2024
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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.
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
Detailed funding history for Finnav
Round names, dates, amounts, investors, and valuation history require an active premium plan.
- Round names and dates
- Funding amounts
- Participating investors
- Valuation history
Verified entity values are shown only after access is granted.
Investors in Finnav
Finnav has secured backing from 1 investor. Prominent investors backing the company include Asset Vantage.
| Investor | Description | Founded Year | Domain | Location |
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Cloud-based platform for investment and accounting management is utilized.
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Locked | Locked | Locked |
Investor details for Finnav
Investor domains, locations, round participation, and complete history require an active premium plan.
- Investor domains
- Investor locations
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- Participation history
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Finnav
Investment portfolio details for Finnav
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
- Investment values
Verified entity values are shown only after access is granted.
Financial Statements - Finnav
Detailed financials for Finnav
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
- Historical revenue
- Profit trends
- Statement rows
- Financial ratios
Verified entity values are shown only after access is granted.
Finnav Comparisons
Peer comparison for Finnav
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
- Funding comparison
- Operating benchmarks
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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 |
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Financial and accounting software is developed for businesses and individuals.
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Cloud-based ERP software is provided for business management across segments.
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Cloud-based accounting and payment management is offered for small businesses.
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Web-based accounting software is offered for business use.
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| Locked | Locked | Locked |
Cloud-based accounting software is provided for small businesses and freelancers.
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Cloud-based treasury automation and risk management solutions are provided.
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Detailed competitors of Finnav
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
- Full company profiles
- Operating metrics
- Competitive positioning
Verified entity values are shown only after access is granted.
Latest news on Finnav
Complete news archive for Finnav
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
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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 offers Financial Data Aggregation, Integrated General Ledger, Portfolio Performance, and Partnership Accounting.
Finnav has 1 investor. Key investors include Asset Vantage.