For investors
Track and manage your portfolio seamlessly with MyFindex
Track, optimize, and grow your net worth in one platform. Get insights, make data-driven decisions and access to capital opportunities.
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.
A DIVERSIFIED PORTFOLIO
Manage all asset classes!
Easily track all asset classes and see your total ROI, regardless of what you own! Add your listed equities, startups, real estate, commodities, collectibles and more!
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
Features
What findex enables
Asset management
Take control of your portfolio!
Stop worrying about portfolio admin, manage all your assets seamlessly in one place.
Track your portfolio regardless of asset type, automatically and manually by adding transactions.
Save time and skip the headache of administration to create a seamless "balance sheet" that is updated in real-time.
HANDLE DOCUMENTS
Stay organized and structured
Hassle free handling of all your asset related documents.
Save and handle the latest shareholder’s agreement, captable, quarterly reports, shareholder letters and more.
Always find the latest versions of your asset related documents, always available in the same place.
investment opportunities
Access to a quality deal flow
Having trouble finding quality deals or selling your assets? Look no further.
Findex creates a quality dealflow specifically for you through an extensive network and partnerships.
Want to find an early exit or sell different assets? Our platform enables you to sell your assets in an anonymous (initial step) and proper way.
Analyse performance
Overview of your diversification
By consolidating all your different asset types in the same overview, you get a better understanding of performance.
With all your assets in the same place you can take better data-driven decisions.
Allocation between asset types and exposure to different segments becomes much clearer.
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!
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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
Early access
How to get started!
Step 1: Sign up for the waitlist and receive an early access account if you're selected.
Step 2: Seamlessly add and track all your investments through our integrations or add them manually.
Step 3: Manage your portfolio like a pro and become data driven to increase total performance!
Sign Up for Early Access
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!
