Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
EasyAUM Logo
EasyAUM CB Rank
1115613
Heat Score
57
EasyAUM is a provider of software solutions for investment management firms.
Founded
obfuscation
Private San Mateo, California, United States1-10 easyaum.com/
Consulting
Information Technology
Software
Overview

EasyAUM
Heat Score
57

Growth Score
pts
in past quarter
Heat Score 57
-1 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
See more interactive data and historical milestones on desktop for the best experience

About EasyAUM

CB Rank
1115613
EasyAUM is a provider of software solutions for investment management firms.
Founded
obfuscation
Private San Mateo, California, United States1-10 easyaum.com/
Consulting
Information Technology
Software

Details

Legal Name EasyAUM, Inc.
Operating Status Active
Company Type For Profit
Phone Number 650-393-5666
Contact Email rraghuram@easyaum.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

PortfolioLandscape Client Reporting Software
Software that integrates with existing data systems to provide comprehensive portfolio and performance reporting for financial advisors and clients.
Multi-Asset Rules Engine for Asset Classification
A rules engine that standardizes security classification and asset allocation across multiple asset hierarchies and data sources for wealth management firms.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 6
News
Technology
View Tech Report

Monthly Web Visits

61

Interest Signals

TopicSurge Score
Deloitte Monitor Logo
Deloitte Monitor
76
Pricing Analytics Logo
Pricing Analytics
73
Portfolio Analytics Logo
Portfolio Analytics
65

Active Website Tech Count

12EasyAUM is actively using 12 technologies for its website, according to BuiltWith. These include U.S. Server Location, Google Maps, and  ASP.NET.
Sub-Organizations
Frequently Asked Questions

Where is EasyAUM's headquarters? EasyAUM is located in San Mateo, California, United States.Who are EasyAUM's competitors? Alternatives and possible competitors to EasyAUM may include Envestnet, SS&C Technologies, and  Masttro.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(5d42803 1)
|