PerTrac Financial Solutions

Financial Services 📍 New York, United States 👥 1-10 employees 💰 $63.0M raised 📅 Founded 1996

PerTrac Financial Solutions, LLC provides analytic and workflow solutions for investment professionals. Its products include PerTrac Analytical Platform that is used for finding, tracking, and analyzing investments, building portfolios, and creating reports and presentations; PerTrac Reporting Studio, which produces a

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📊 Company Overview

Sector

Financial Services

Country

United States

Employees

1-10

Total Raised · Venture

$63.0M

Founded

1996

Cloud

AWS

☁️ Cloud Infrastructure

AWS Detected Cloud Provider

Detected via HTTP headers

Workspace	🔒 Subscribers only
CDN	🔒 Subscribers only

Detected via DNS records and HTTP response headers as of 2026-06-13.

💰 Estimated Cloud Spend

$27K – $68K / year on AWS

🛠 Tech Stack & Marketing

Ad Platforms	🔒 Subscribers only
Analytics & CRM	🔒 Subscribers only
CMS / Platform	🔒 Subscribers only
Frontend Stack	🔒 Subscribers only

Detected from PerTrac Financial Solutions's public homepage as of 2026-06-13.

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Data detected 2026-06-13 · Methodology · Suggest a correction