Total Funding
87
29
Total FundingSeed raised
Growth Score
-5 pts
Heat Score
-16 pts
Company Performance Metrics
Score
Trend
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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
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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60790
GoldenBasis is a B2B fintech company that aims to help self-clearing firms receive account transfers with AI.
- Andrew Wang: Co-Founder & CTO
- Grant Ackerman: Co-Founder & CEO
About the Company
GoldenBasis is a B2B fintech company that aims to help self-clearing firms receive account transfers with AI. It provides tools to handle customer account transfers, including ACAT, non-ACAT, mutual fund, and CBRS transfers. The platform connects to a company's DTCC account and integrates with existing books and records systems. Transfers can
be full, partial, fail reversal, residual credit, reclaim, position transfer fund, or mutual fund cleanup. Supported asset classes include equities, ETFs, fixed income, mutual funds, options, alternative investments, unit investment trusts, and annuities. The system uses APIs and webhooks for customization and supports bulk transfers, error handling, and AI-powered data validation.
