ABOUT US
The modern & accessible private banking platform
We got tired of how hard it is to track, optimize and grow a diversified investment portfolio. We also felt that quality capital opportunities should be accessible for all.
The vision
Creating an accessible private banking experience for everyone.
It all started 2023 in Gothenburg, Sweden: After researching and gathering insights, our founders mapped out a vision for a platform that would serve as an asset management platform for all asset classes. Essentially, a platform built for every type of investor, to manage their assets regardless of where they are in their financial journey.
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.
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 Private Banking Platform
The Findex Ecosystem leverages open banking, partnerships and integrations to create a "self-serviced" private banking platform. This is done by enabling investors to track and optimize their entire portfolio, including unlisted equities (through Investor Relations). Findex can then also match our users with unique opportunities through our Partners.
team
The people behind Findex
We are committed to making Findex a great platform for our users and a great workplace for the team.
JOIN FINDEX
Want to jump onboard?
We are always on the lookout for talented people to join the team and help build the future of private banking. Feel free to contact us if you think it would be a good fit.
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Innovation
constantly push the boundaries ...
Integrity
we hold ourselves to the highest standards ...
User-centricity
we put our users first in everything we do ...
Growth mindset
constant improvement and learning from mistakes ...
Collaboration
team work makes the dream work ...
Autonomy
trust in our team members to do their best work ...
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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!
