About Us

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.

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.

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.