Finarc Investments, Inc.

$187.6MAssets under management
as of Mar 2026 · SEC Form ADV
Norwood, MA
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Tech stack

No one at Finarc Investments, Inc. has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Finarc Investments, Inc.'s own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $156M held · filed Mar 2024
Fidelity
Per Form ADV · $3M held · filed Mar 2024