What departments does Panoramix Financial have?

Panoramix Financial has employees across 5 departments including Operations, Sales, Marketing, Customer Success, Engineering.

What is the largest department at Panoramix Financial?

The largest department at Panoramix Financial is Operations with 2 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 8 employees based on available data.

Panoramix Financial Employee Directory

Financial ServicesMinnesota, United States11-50 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
11

United States Of America
11

Panoramix Financial's Leadership

C. H.
Co Founder
Mobile Phone
Email
J. L.
Director Of Operations
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
C. R.
Software Engineer
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
Accounting
Other

Contact profiles from Panoramix Financial

Name

Title

Contact Info

Location

Last Update

C. H.
Co Founder
Mobile Phone
Email
United StatesMinnesota
Mar 17, 2026
J. L.
Director Of Operations
Mobile Phone
Email
United StatesMinnesota
Mar 25, 2026
J. S.
Director Of Sales
Mobile Phone
Email
United StatesMinnesota
Apr 06, 2026
L. K. J.
Director Of Marketing
Mobile Phone
Email
United StatesMinnesota
Mar 17, 2026
J. L.
Director Of Operations
Mobile Phone
Email
Oct 23, 2024
J. C.
Account Manager
Mobile Phone
Email
United StatesMinnesota
Mar 17, 2026
C. R.
Software Engineer
Mobile Phone
Email
United StatesNew York
Mar 17, 2026
A. F. O.
Client Care Specialist
Mobile Phone
Email
Mar 17, 2026
S. B.
Software Developer
Mobile Phone
Email
United StatesMinnesota
Mar 17, 2026

Frequently Asked Questions

What is Panoramix Financial known for?

Panoramix Financial was founded in 2012 operates in the Financial Services industry. The company's main headquarters is located in 1470 Englert Road Eagan, Minnesota 55122 United States. 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 11 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Panoramix Financial's key employees and leadership?

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

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

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