# GoldenSource

> GoldenSource supplies financial institutions with software and services that consolidate, validate and distribute reference, market, entity and investment data. Its financial data model underpins security and entity mastering, cloud analytics and the Scout AI platform, serving banks, asset managers, asset owners and other capital-markets firms.

- **Founded:** 1984
- **Headquarters:** New York, United States
- **Founders:** Chuck Lewis (Co-founder; former Chairman and CEO)
- **Products:** Enterprise Data Management, Security Master, Entity Master, Product Master, Corporate Actions Master
- **Notable:** Operating since 1984; financial-services-specific data-model expertise., India Great Place To Work certification, November 2023-November 2024., Aware Super investment-data implementation went live in March 2024; performance analytics integration followed in September 2024.

## Products & services

- **Enterprise Data Management** — Sources, standardizes, validates and distributes financial data across institutional systems.
- **Security Master** — Consolidates financial instrument reference data from multiple sources.
- **Entity Master** — Maps legal entities, identifiers and relationships for risk and compliance workflows.
- **Product Master** — Curates financial product definitions, hierarchies and lifecycle workflows.
- **Corporate Actions Master** — Matches corporate action information across vendors and custodians.
- **Price Master / Curve Master / Time Series Master** — Manages pricing, curves and historical market data for valuation and risk.
- **EDM Now** — Prepackaged security master for buy-side firms with one data provider and a defined securities universe.
- **OMNI** — Snowflake native application using maintained financial schemas to integrate investment data.
- **GoldenSource Scout** — Capital-markets AI platform on Amazon Bedrock with chat and MCP-based agent-building capabilities.
- **Professional, Cloud & Managed, and Testing Services** — Implementation, migration, training, operations and testing support.

## Achievements

- Operating since 1984; financial-services-specific data-model expertise.
- India Great Place To Work certification, November 2023-November 2024.
- Aware Super investment-data implementation went live in March 2024; performance analytics integration followed in September 2024.
- Current company site reports integrations with more than 100 data vendors.

## Latest updates

- **2026-06** — GoldenSource launched Scout, its capital-markets AI platform. Announcement body dates launch June 18; webpage publication is June 23.
- **2026-07** — H1 platform release notes describe privacy controls, feed-integration fixes, enhanced audit visibility and new market-data interfaces.

## Links

- Website: https://www.thegoldensource.com/
- LinkedIn: https://www.linkedin.com/company/goldensource/
- Twitter/X: https://twitter.com/GoldenSource
- Facebook: https://facebook.com/The-GoldenSource-103869141369516/

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Profile page: https://yespress.io/goldensource
Published by YesPress — https://yespress.io
Last updated: 2026-09-30