Findex

Findex is an AI-powered private banking platform designed to help investors see, manage, and grow their wealth in one place. It brings together information from connected banks, brokerages, registries, and manual entries to provide a consolidated view of investments, assets, liabilities, and net worth. Users can monitor portfolio performance and history, organize financial documents, and map ownership structures that include personal accounts, holding companies, and subsidiaries.

The platform’s Midas AI assistant answers questions about a portfolio and provides analysis, tailored insights, and relevant market signals in plain language. Findex also offers an AI-curated newsfeed and a marketplace featuring capital opportunities from partners, including unlisted equity, real estate funds, structured products, private credit, and other investments. Its partner network provides access to independent financial advisors and wealth managers, as well as capital insurance products for comparison. For companies, Findex offers investor relations tools for managing shareholders, cap tables, and data rooms; partners can use its marketplace to distribute products to investors.