About Us
"We've built a crypto-level security infrastructure to ensure the privacy of AssetView data. The application allows me to see what I want to see and invest based on solid analytics."
"Leveraging advisor-level tools makes sense. And some features, like Life Planner, go well beyond that, enabling me to plan in realistic detail."
AssetView is a privately held financial technology company headquartered in the United States. AssetView's principals previously built Mainstreet Commerce into an innovative, industry-leading order-management platform that today is part of Salesforce. In AssetView, we are bringing that same entrepreneurial innovation, technical expertise, and unwavering commitment to security and privacy to personal investment management.
We built AssetView because we couldn't find a platform that gave serious investors the same depth of tools their advisors use — so we built one. Our approach to innovation combines deep domain experience, technical expertise, and genuine partnership with our customers. With extensive experience managing secure enterprise financial data, we've built AssetView on a foundation of privacy and security—principles reflected in our privacy policy where the investor maintains control of their personal investment data and their credentials. AssetView is built with institutional-grade encryption, strict data isolation, and a privacy-first architecture. You decide what you connect, what you share, and with whom.
The AssetView team is focused on creating an environment where every investor and advisor has effortless access to clear, accurate, and actionable information—no matter how complex their portfolio. Whether you're managing a multi-asset class portfolio, collaborating with advisors, overseeing a family office, or serving clients as a financial advisor, AssetView's unified investment management platform provides actionable insights to help you navigate your financial future and invest with clarity, control, and confidence.