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Our Firm

EasyAUM, Inc. is a San Mateo, California company that provides technology solutions to address business problems for a variety of clients in the investment management industry.

Our team of industry professionals combines expertise in global markets, research and analytics, trading and operations, technology, GIPS® standards, client service, and support.

We make it possible for firms to best harness technology and incorporate industry's best practices.

EasyAUM has helped over 80 firms implement scalable solutions, improve efficiency, reduce costs, and ensure compliance allowing clients to focus on asset gathering, client servicing, and asset management — critical to AUM growth.

Expertise in global markets, research and analytics, trading
and operations... and much more.

San Mateo, CA