Track your portfolio in one platform and optimize your net worth
Track, optimize, and grow your net worth in one platform. Get insights, make data-driven decisions, and gain access to capital opportunities.
Partners
Save time, skip the spreadsheets and consolidate your portfolio in one overview and optimize performance.
Track assets & liabilities
Maintain all asset classes and liabilities by connecting with banks and fintechs for automatic updates.
Optimize performance
Get portfolio insights. Make data-driven financial decisions based on total performance and your financial goals.
Grow your net worth
Get presented with unique and tailored capital opportunities to grow your net worth based on your financial goals.
Insights & Newsfeed
Stay proactive and up to date through insights and a tailored newsfeed for everything concerning your portfolio.
Manage documents
Keep all documents organized and readily available by uploading them for each asset or liability and stay structured.
AI Agent
Findex becomes your financial co-pilot that helps you manage, analyze and reach your financial goals.
Testimonials
What our users are saying about us!
I love the intuitive platform!
"I used to use an excel file to track all sorts of investments and assets. Needless to say it was both cumbersome and pretty hard to maintain, it is now a breeze! Everything is gathered in one place automatically and I also love the intuitive UX."
Thorgeir Einarsson
CEO @ Elevera Advisers
I can finally have all assets in one place!
"I used to have countless Excel sheets to track my investments, but it quickly got messy, especially with tracking my startup investments. With Findex, I have everything in one place and it is so much easier to get a clear overview!"
Christian Zanders
Entrepreneur & Angel Investor
It gives me a complete overview!
"Previously, I had scattered notes and Excel sheets to track my assets. Now, Findex has solved this brilliantly with a sleek and simple interface where I can seamlessly consolidate all my investments and assets to give me a complete overview."
Jonatan Klintberg
CEO @ Bits Technology
It's a breeze to manage my portfolio!
"With Findex, I avoid all the stress of manually keeping track of my investments. Everything is in one place. I can quickly see how my portfolio is developing and act accordingly. It has truly saved me time and simplified my everyday life!"
Omid Ghanbari
CEO @ Matspar
Findex saves me valuable time!
"Before using Findex, I had a complicated Excel sheet for my investments. It took hours to keep it updated. Now, Findex does everything automatically, and I can focus on taking action instead of managing data."
Martin Andersson
Entrepreneur & Angel Investor
I now have full control of my portfolio!
"Using the Findex platform lets me focus on making smart decisions instead of hunting for numbers and documents. It is a fantastic solution for those who want control but don’t have time for hassle."
Christopher Stålberg
Angel Investor
A DIVERSIFIED PORTFOLIO
Manage all asset classes!
Optimize your portfolio by managing and tracking all of your different assets regardless of asset class.
Listed Equities
Track e.g. stocks, options and funds in listed companies.
Unlisted Equities
Add e.g. stocks and options in unlisted startups.
Real Estate
Add and your e.g. apartment, house or commercial real estate.
Commodities
Add and track e.g. precious metals and raw materials.
Crypto
Track your investments in e.g. Bitcoin, Ethereum and more.
Alternatives
Track alternatives such e.g. art, wine, watches and collectibles.
Cash
Track your total liquidity by tracking cash and savings.
Debt
Track and add debt either as assets or liabilities.
Nordiska värdepappersregistret
"Our Partnership with Findex solves a real pain for our customers and their 200,000 shareholders"
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"We have long struggled with not delivering the value we want to our customers' shareholders, and a major part of that is making it easier for both companies and shareholders by consolidating financial data from multiple sources in a centralized location.
Nordiska Värdepappersregistret manages over 200,000 unique shareholders, many of whom have a diverse portfolio of both listed and unlisted assets. Here, I see great value in Findex's smart solution—not only for shareholders but also for companies looking to simplify communication with their owners."
Nordiska Värdepappersregistret manages over 200,000 unique shareholders, many of whom have a diverse portfolio of both listed and unlisted assets. Here, I see great value in Findex's smart solution—not only for shareholders but also for companies looking to simplify communication with their owners."
Sign Up for Early Access
Investor relations
Invested in startups & want to stay up to date?
If companies you are invested in use Findex to manage Investor Relations, they can maintain your investment!
Digital & centralized share ledger: The company can manage share ledger, and keep shareholders updated.
Communication & data room: The company can easily send out investor updates and share documents.
Real time updates & transparency: Everything is continuously updated and organized for you.
Investor Relations
Faq
Got questions about Findex?
If any questions are left unanswered by our FAQ, you can contact us and let us know what we can help you with.
What is Findex?
Findex is a modern and accessible private banking platform that enables investors to track, optimize and grow their networth, regardless of asset class. Through integrations, investors can automatically track their portfolio with all their assets and liabilities to always stay up to date.
Through partners, Findex can also present different capital opportunities to investors and companies using the platform, which enables the self serviced private banking experience.
What is Investor Relations?
Tracking progress in unlisted equities is usually a recurring pain point for investors and companies. Findex aims to make this process of tracking and managing this asset class just as seamless as tracking the rest of a diversified portfolio for an investor.
Through the Investor Relations module, Findex enables private companies to invite shareholders, where their company automatically gets added as an asset to their investors' portfolios. Companies can then easily manage share ledger, cap table, communication and data room, all in the platform where investors want to be.
How does Findex make money?
The commercial idea for Findex is to enable investors and other parties to connect. In other words, we make money by enabling unique and tailored opportunities for our users and their capital, on their terms. We do not sell data.
Findex is essentially a self serviced private banking platform that puts the investors needs in focus to help them grow their net worth based on their financial goals.
Is my data secure with Findex?
Your data is always secure with findex, we utilize secure third-party providers such as Auth0 and AWS. All your data is encrypted. You can read more on our security page.
Why should I use MyFindex?
Use MyFindex to seamlessly track and manage entire investment portfolio in one overview to stay organized, save time and focus on taking data-driven decisions by tracking total ROI.
If you are tired of administering all your documents (shareholder’s agreements, captables, and more) and always updating your portfolio spreadsheets, then findex is the tool for you. In addition to this you will gain access to quality deal flow.
How do I get started with MyFindex?
Start by signing up for early access and if you are selected, you will receive an email with instructions for logging in to your account.
Once we have our official release, everyone will be able to sign up organically and get started seamlessly!
Sign up for Early Access!
Join the waitlist to experience the future of self serviced private banking.
No payment information required!
