Insights

Client Base Expansion EasyAUM has successfully implemented scalable technology solutions for over 80 investment firms, indicating a strong track record and potential for expanding their client base in the investment management industry.

Technology Focus With a comprehensive suite of products centered on enterprise data management, compliance, and analytics, EasyAUM values innovative and efficient technology solutions, presenting opportunities to upsell or integrate additional advanced tools.

Market Potential Operating within the $1M to $10M revenue range with a relatively small team suggests room for growth through targeted solutions that enhance operational efficiency and compliance for mid-sized firms.

Industry Alignment EasyAUM’s expertise in GIPS® standards and market data repositories indicates a focus on compliance and regulation-heavy areas, creating opportunities to address firms seeking to strengthen their regulatory adherence.

Competitive Positioning Compared to larger competitors like Addepar and eMoney Advisor, EasyAUM’s tailored, cost-effective solutions appeal to smaller or emerging investment firms looking for scalable, efficient technology without the overhead of larger providers.

EasyAUM Inc. Tech Stack

EasyAUM Inc. uses 8 technology products and services including Site Kit, cdnjs, jsDelivr, and more. Explore EasyAUM Inc.'s tech stack below.

  • Site Kit
    Analytics
  • cdnjs
    Content Delivery Network
  • jsDelivr
    Content Delivery Network
  • Unpkg
    Content Delivery Network
  • Google Fonts API
    Font Scripts
  • Bootstrap
    UI Frameworks
  • Contact Form 7
    Web Platform Extensions
  • Apache HTTP Server
    Web Servers

Media & News

EasyAUM Inc.'s Email Address Formats

EasyAUM Inc. uses at least 1 format(s):
EasyAUM Inc. Email FormatsExamplePercentage
FLast@easyaum.comJDoe@easyaum.com
50%
FLast@easyaum.comJDoe@easyaum.com
50%

Frequently Asked Questions

Where is EasyAUM Inc.'s headquarters located?

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EasyAUM Inc.'s main headquarters is located at PO Box 6095, San Mateo, California 94403, US. The company has employees across 2 continents, including North AmericaAsia.

What is EasyAUM Inc.'s phone number?

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You can contact EasyAUM Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is EasyAUM Inc.'s official website and social media links?

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EasyAUM Inc.'s official website is easyaum.com and has social profiles on LinkedIn.

What is EasyAUM Inc.'s SIC code NAICS code?

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EasyAUM Inc.'s SIC code is 7371 - Computer Programming Services NAICS code is 5239 - Other Financial Investment Activities.

How many employees does EasyAUM Inc. have currently?

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As of October 2025, EasyAUM Inc. has approximately 11 employees across 2 continents, including North AmericaAsia. Key team members include Sr. System Analyst(IC): G. K.Techinical Architect: V. K. T.Technical Specialist: N. K.. Explore EasyAUM Inc.'s employee directory with LeadIQ.

What industry does EasyAUM Inc. belong to?

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EasyAUM Inc. operates in the Investment Management industry.

What technology does EasyAUM Inc. use?

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EasyAUM Inc.'s tech stack includes Site KitcdnjsjsDelivrUnpkgGoogle Fonts APIBootstrapContact Form 7Apache HTTP Server.

What is EasyAUM Inc.'s email format?

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EasyAUM Inc.'s email format typically follows the pattern of FLast@easyaum.com. Find more EasyAUM Inc. email formats with LeadIQ.

When was EasyAUM Inc. founded?

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EasyAUM Inc. was founded in 1995.

EasyAUM Inc.

Investment ManagementUnited States11-50 Employees

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

EasyAUM has helped over 80 firms implement scalable solutions, improve efficiency, reduce costs, and ensure compliance.  Our team of industry professionals combines expertise in global markets, research and analytics, trading and operations, GIPS® standards and technology.

EasyAUM products provide solutions for enterprise data management, client reporting and fact sheets, GIPS® compliance and market data repositories for investment operations, analytics and research.  These products aim to make your business operations efficient, adaptable and scalable.

Section iconCompany Overview

Headquarters
PO Box 6095, San Mateo, California 94403, US
Phone number
SIC Code
7371 - Computer Programming Services
NAICS Code
5239 - Other Financial Investment Activities
Founded
1995
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    EasyAUM Inc.'s revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    EasyAUM Inc.'s revenue is estimated to be in the range of $1M$10M

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