As you might have seen earlier, Filip was our Marketing Intern, but has now gone on to become our full-time employee.
“We are focusing right now on gaining visibility within the industry. That is precisely what I am committed to helping us achieve and succeed with. It will require a great deal of grit, but I’m confident we’ll break through the noise and really challenge traditional private banking. Looking forward to working with the team!
As of now, I´m setting up a Go-To-Market strategy that will play a crucial role in how we enter and position ourselves on the market.
So far, we’ve already built strong momentum. The waitlist is growing rapidly for our portfolio management platform (our B2C product). We’ve formed key partnerships that enables us to provide an accessible and modern private banking experience by enabling our users to track, optimize and grow their networth in one platform — regardless of where they are in their financial journey.
Accumeo, as an example, is a partner that enables unlisted investments for our users. NVR is another example of a partner that provides a complete digital share ledger for our corporate clients that uses our Investor Relations Module to manage their shareholders on the Findex platform. At Findex, we have a number of different partnerships that we are currently exploring in order to provide as much value as possible to our users and our partners.
But this is just the beginning. The next chapter for Findex is about scaling. What lies ahead — from refining the product to expanding partnerships and turning traction into real value for all actors in the ecosystem. This will demand clarity, consistency, and creativity at every level.
This is for the people. In the future, they´ll ask: “What’s your Findex (”Financial Index”)? That’s the vision, and we’ll do everything we can to reach it.”
Do you feel that a partnership with Findex could be mutually beneficial? Feel free to send an email to team@findex and lets explore the possibilities!
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 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.
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.
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.
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 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.
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!