GoldenBasis
GoldenBasis, formerly known as Aria, is a San Francisco-based fintech company specializing in B2B infrastructure solutions for brokerages, focusing on streamlining back office operations such as investment account transfers.
Company Overview
GoldenBasis, formerly known as 'Aria', is a fintech company based in San Francisco, CA, USA. With a team of two, the company operates in the B2B sector, focusing on infrastructure solutions. GoldenBasis specializes in providing modern software solutions to streamline back-office operations for brokerages, particularly targeting investment account transfers. The company participated in the Y-Combinator W24 batch, underscoring its innovative approach and potential for growth.
Services
GoldenBasis offers comprehensive software solutions designed to automate the entire lifecycle of investment account transfers for brokerages. Their services reduce transfer times from weeks to days by incorporating features such as AI-powered data validation for minimizing errors, real-time transfer status tracking, robust APIs for seamless integration and automation, user-friendly interfaces with pre-filled fields, and built-in compliance reporting. The software also addresses ACATS edge cases and integrates with existing core systems like FIS/Phase3, BETA, and InteliClear.
Technology and Features
GoldenBasis leverages advanced technology to enhance the functionality and efficiency of brokerage operations. Its key features include AI-driven data validation that reduces errors and rejects, real-time status tracking to keep users informed, APIs designed for robust automation, and user interfaces equipped with pre-filled fields to streamline the transfer process. The software also offers built-in compliance reports and solutions for ACATS edge cases. Additionally, new customers can upload an account statement from their current brokerage, with AI automatically extracting and validating the necessary data to expedite transfers.
Customer Support
GoldenBasis is committed to providing exceptional customer support, offering clients direct access to the company's CEO and CTO via their personal phone numbers. This high level of availability and support is designed to ensure quick resolution of issues and personalized service. Additionally, the company enables customers to easily track the status of their transfers, significantly reducing the need to contact support.
Market and Integration
Operating within the United States and Canada, GoldenBasis targets the North American market. The company's solutions are designed to integrate seamlessly with existing core systems used by brokerages, such as FIS/Phase3, BETA, and InteliClear. By allowing direct integration with these established systems, GoldenBasis provides a smoother transition and improved operational efficiency for its clients.