Findex Information

The modern private banking experience powered by AI - Track, optimize and grow your net worth in one platform. 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 portfolio management platform for all asset classes. Essentially, a platform built for every type of investor, to enable them to track, optimize and also grow their net worth regardless of where they are in their financial journey. We want to modernize and democratize the private banking experience for everyone, while also encouraging and spreading knowledge about growing a diversified investment portfolio. Private banking and asset management has traditionally been a reserved opportunity within banking for high net-worth individuals. 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.