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VerifiedFinancial Services· Founded 2012

Panoramix Financial

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).

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HeadquartersEagan, United StatesEmployees10(1 to 10)Annual revenue$1M to <$10MFounded year2012Websitepanoramixfinancial.comLinkedIn profileLinkedIn

Verified contacts

6

available on Kipplo

LinkedIn employees

10

1 to 10 range

Open roles

no listings

Distinct roles

6

indexed titles

Tech stack

0

tools in use

Monthly traffic

174

organic / mo

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Top roles at Panoramix Financial

6 distinct titles indexed · top 6 shown.

  • 1account manager
  • 1client care specialist
  • 1co founder
  • 1company secretary
  • 1director of marketing
  • 1software developer

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