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. Its principals previously built Mainstreet Commerce into an innovative order management platform that is now part of Salesforce. With AssetView, we are bringing that same entrepreneurial vision, technical expertise, and deep commitment to security and privacy to personal investment management.
We built AssetView on a simple belief: individual investors should have access to the same depth of tools their advisors use. Our approach combines domain expertise, advanced technology, and a genuine commitment to helping customers make better-informed financial decisions. With extensive experience managing secure enterprise financial data, we designed AssetView around privacy and security from the start. As reflected in our privacy policy, investors maintain control over their personal investment data and 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.
Our team is focused on giving investors and advisors effortless access to clear, accurate, and actionable information, regardless of portfolio complexity. Whether you are managing a multi-asset-class portfolio, collaborating with advisors, overseeing a family office, or serving clients as a financial advisor, AssetView provides a unified investment management platform designed to help you invest with clarity, control, and confidence.