About Us

AssetView is a privately held company headquartered in the United States. Our approach to innovation is built on technical skills, domain experience, and a commitment to listen to and partner with our customers. Our team has extensive experience managing secured enterprise financial data, and our core values of security and privacy form the foundation of everything we do, as evidenced by our privacy policy. The result — you are in control of your personal investment data.

Our mission is to deliver a comprehensive view of your entire financial landscape — across all asset classes, institutions, and time horizons — so you can make better investment decisions. With sharp focus, the AssetView team works to bring alive an environment where every investor and advisor, no matter how complex their portfolio, has effortless access to clear, accurate, and actionable information. Whether you're overseeing a multi-asset class portfolio, or collaborating with advisors, managing a family office, or serving as a financial advisor, AssetView's unified investment management and insight helps you navigate your financial future and invest with clarity, control, and confidence.