General Info

Founded in 1980, FinSer Corporation is a financial planning consulting firm. Based in San Antonio, Texas, it provides various solutions, ranging from consulting, to service-bureau functions, to software packages. The firm offers a wide range of consulting services, such as strategic planning, mergers and acquisitions, management advisory, valuations, regulatory agreement compliance and educational services. FinSer Corporation provides various software solutions, including accounting, interest rate risk management and backroom operations. Additionally, the firm provides investment accounting services.