Panoramix Financial Employee Directory

Q: What is Panoramix Financial known for?

Panoramix Financial was founded in 2012. Panoramix Financial operates in the Financial Services industry.

Q: How many employees does Panoramix Financial have currently?

Panoramix Financial has approximately 9 employees.

Financial ServicesMinnesota, United States2-10 Employees

Panoramix™ provides portfolio management and reporting software specializing in performance reporting and billing. Panoramix is multi-custodial and, with its wide array of partners and integrations, is flexible enough to integrate seamlessly into an existing tech stack, while still being robust enough to stand on its own. Feature rich and budget friendly, Panoramix is industry-recognized as a Kitces’ Best Value (2023) and a top performer on the T3 Inside Information Survey seven years running (2019-2025).

Find Panoramix Financial employees' phone numbers or email addresses

Panoramix Financial Global Highlights

North America
8

United States Of America
8

Panoramix Financial's Leadership

C. H.
Co Founder
Mobile Phone
Email
J. S.
Director Of Sales
Mobile Phone
Email
L. K. J.
Director Of Marketing
Mobile Phone
Email
J. L.
Director Of Operations
Mobile Phone
Email
J. C.
Account Manager
Mobile Phone
Email
A. F. O.
Client Care Specialist
Mobile Phone
Email
S. B.
Software Developer
Mobile Phone
Email

Contact profiles from Panoramix Financial

Name

Title

Contact Info

Location

Last Update

C. H.
Co Founder
Mobile Phone
Email
United StatesMinnesota
Feb 14, 2024
J. S.
Director Of Sales
Mobile Phone
Email
United StatesMinnesota
Jun 25, 2025
L. K. J.
Director Of Marketing
Mobile Phone
Email
United StatesMinnesota
Oct 26, 2025
J. L.
Director Of Operations
Mobile Phone
Email
Oct 23, 2024
J. C.
Account Manager
Mobile Phone
Email
United StatesMinnesota
Oct 26, 2025
A. F. O.
Client Care Specialist
Mobile Phone
Email
United StatesMinnesota
Aug 08, 2025
S. B.
Software Developer
Mobile Phone
Email
United StatesMinnesota
Nov 19, 2025

Frequently Asked Questions

What is Panoramix Financial known for?

Panoramix Financial was founded in 2012 operates in the Financial Services industry. Explore Panoramix Financial's company overview page for more information.

What is Panoramix Financial's most common email format?

Panoramix Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Panoramix Financial email formats with LeadIQ.

How many employees does Panoramix Financial have currently?

Panoramix Financial has approximately 9 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Panoramix Financial's key employees and leadership?

As of December 2025, Panoramix Financial's key employees include:

Co Founder: C. H.
Director Of Sales: J. S.
Director Of Marketing: L. K. J.
Director Of Operations: J. L.
Account Manager: J. C.

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