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Financial Navigator, Inc. Employee Directory

Computer SoftwareCalifornia, United States11-50 Employees

Financial Navigator, Inc. is a software developer based in Mountain View, California, that serves the accounting and reporting needs of high-net-worth investors and family offices. Its platform combines an integrated general ledger with portfolio tracking, supporting traditional and alternative investments and enabling users to organize and report on a substantial collective asset base. Automated data retrieval, comprehensive reporting, and a true dual-entry framework underpin the solution, while security features can be configured to protect data from individual users up to larger professional firms.

The company emphasizes service and customization, with a team capable of delivering data aggregation, accounting, and reporting solutions tailored to client needs. Having operated for more than three decades from Mountain View, it maintains professional affiliations with the American Institute of CPAs and the Institute for Private Investors. In 2017, Asset Vantage acquired Financial Navigator.

Find Financial Navigator, Inc. employees' phone numbers or email addresses

Financial Navigator, Inc. Global Highlights

Location
Employees

North America
2

Minus sign iconPlus sign icon
  • United States Of America
    2

Financial Navigator, Inc.'s Leadership

  • CFO at Financial Navigator, Inc.
    M. J.
    CFO
    Mobile Phone
  • Tecnical Support Intern at Financial Navigator, Inc.
    A. V.
    Tecnical Support Intern
    Mobile Phone

Financial Navigator, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Other

Contact profiles from Financial Navigator, Inc.

Name
Title
Contact
Location
Last Update
  • CFO at Financial Navigator, Inc.
    M. J.
    CFO
    Mobile Phone
    United States, Minnesota
    Oct 17, 2024
  • Tecnical Support Intern at Financial Navigator, Inc.
    A. V.
    Tecnical Support Intern
    Mobile Phone
    United States, Idaho
    Oct 23, 2024

Frequently Asked Questions

What is Financial Navigator, Inc. known for?

Minus sign iconPlus sign iconFinancial Navigator, Inc. operates in the Computer Software industry. You can contact Financial Navigator, Inc.'s main corporate office by phone at
+1-650-962-****
. Explore Financial Navigator, Inc.'s company overview page for more information.

What is Financial Navigator, Inc.'s most common email format?

Minus sign iconPlus sign iconFinancial Navigator, Inc. employees' email format typically follows the pattern of FLast@finnav.com. Trying to find reliable and up-to-date employee contact data? Find more Financial Navigator, Inc. email formats with LeadIQ.

How many employees does Financial Navigator, Inc. have currently?

Minus sign iconPlus sign iconFinancial Navigator, Inc. has approximately 11 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Financial Navigator, Inc.'s key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Financial Navigator, Inc.'s key employees include:

  • CFO: M. J.
  • Tecnical Support Intern: A. V.

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