about FINDEX
The seamless & accessible portfolio management platform.
The vision
Creating an accessible private banking experience for everyone.
Democratizing private banking: We want to democratize access to the private banking experience for everyone while also encouraging and spreading knowledge about a diversified investment portfolio. Asset management has traditionally been a reserved opportunity within banking for high net-worth individuals.
The findex ecosystem: By leveraging the foundational value we create for investors, we plan to build several modules on top to expand the use cases for findex and find new synergies towards the market, thus creating value on other ends as well. The vision is to create an investment ecosystem that serves as a portal for spreading financial knowledge and connecting investors with other parties to create new opportunities.
The findex ecosystem
The findex platform leverages open banking and partnerships to create a complete overview of your investment portfolio. The ecosystem consists of the base module (My Findex), which tracks all your assets and opens up for investment opportunities, and additional modules such as Investor Relations and Matchmaking, with more coming down the line. Everything works together seamlessly and synergistically to create a modern private banking experience that also provides a quality deal flow.
team
The people behind Findex
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Innovation
Integrity
User-centricity
Growth mindset
Collaboration
Autonomy
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.
Findex is a digital portfolio management platform that enables you to get a complete overview of all your assets regardless of asset class.
It works by leveraging open banking to automatically track all your listed equities in addition to getting the correct information on startups and alternative assets such as real estate, crypto, collectibles etc.
The commercial idea for findex is to enable investors and other parties to connect. In other words, we make money by enabling different opportunities for our users and their capital. We do not sell your data.
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!
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.
Use findex to seamlessly track and manage your financial assets in one centralized 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.
Staying up to date with investments in unlisted companies is usually a recurring pain point for investors. Findex aims to make this process of tracking and managing this asset class just as seamless as tracking the rest of your diversified portfolio.
The goal is to help you focus on what is most important - which is to take data driven decisions and grow your portfolio rather than wasting valuable time on administration.
Sign up for early access!
