Skip the spreadsheets and consolidate all your different investments in a centralized overview! Add and track your financial assets seamlessly to follow your performance over time.
Add & track all asset types
Maintain all asset classes by adding transactions manually or connect with banks and fintechs for automatic updates.
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A complete overview
Get new insights into your portfolio. Make data-driven financial decisions based on performance across all assets.
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Upload files & documents
Stay organized and structured by securely uploading all relevant files and documents for each asset.
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, unlisted equities, real estate, commodities and other alternative investments.
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 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.
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 different opportunities for our users and their capital. We do not sell your data.
How do I get started with findex?
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!
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 findex?
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.
What is Investor Relations?
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.
Join the waitlist!
Experience the future of private banking.
No payment information required!
