What departments does Panoramix Financial have?

Panoramix Financial has employees across 1 departments including Operations.

What is the largest department at Panoramix Financial?

The largest department at Panoramix Financial is Operations with 1 employees.

Where are Panoramix Financial employees located globally?

Panoramix Financial has employees across 1 continents and 1 countries including United States Of America.

How has Panoramix Financial's team size changed over time?

Panoramix Financial's team has grown from approximately 7 to 9 employees based on available data.

Panoramix Financial Employee Directory

Financial ServicesMinnesota, United States2-10 Employees

Panoramix Financial is a financial services company that offers portfolio management and performance-focused reporting software for independent RIAs and independent financial advisors. The platform emphasizes performance reporting and billing, supports multiple custodians, and can be integrated into existing technology stacks while remaining robust as a standalone solution. Based in Eagan, Minnesota, Panoramix positions itself as a small to mid-sized firm delivering feature-rich tools at a budget-conscious price.

Panoramix has earned industry recognition for value and performance, including Kitces’ Best Value in 2023 and a long-running top position in the T3 Inside Information Survey from 2019 through 2025. In March 2026, the company announced Panoramix FacetAI, an AI-enabled initiative designed to assist advisors directly within the platform. The same period saw T3 recognize Panoramix for high advisor satisfaction in Portfolio Management and designate it as a Software All-Star.

Panoramix Financial Global Highlights

North America
11

United States Of America
11

Panoramix Financial's Leadership

J. L.
Director Of Operations
Mobile Phone
Email
A. F. O.
Client Care Specialist
Mobile Phone
Email

Panoramix Financial Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Engineering
Sales
Other

Contact profiles from Panoramix Financial

Name

Title

Contact

Location

Last Update

J. L.
Director Of Operations
Mobile Phone
Email
Oct 23, 2024
A. F. O.
Client Care Specialist
Mobile Phone
Email
Jun 26, 2026

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 August 2026. These team members are located across 1 continents, including North America.

Who are Panoramix Financial's key employees and leadership?

As of August 2026, Panoramix Financial's key employees include:

Director Of Operations: J. L.
Client Care Specialist: A. F. O.

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Panoramix Financial Employee Directory

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