Fingage® is a financial technology platform offering RIAs the tools to automate and scale their investment workflow while personalizing their investment offerings. Advisors can access portfolio management automation, custom direct indexing, tax management, tax loss harvesting, financial planning, personalized glide paths, and much more - all from a single, user-friendly, white-labelled platform.
| Website | http://www.fingage.com |
| Employees | 7 (5 on RocketReach) |
| Founded | 2015 |
| Phone | +91 80952 41122 |
| Industry | Financial Services |
| Keywords | Portfolio Management Software, Financial Advisor Technology, Investment Management Software, Automated Investing Platform, Fintech For Advisors, Digital Wealth Management, Tax Optimization Software, Financial Technology Solutions, Tax Efficient Investing |
| Competitors | Wise Solutions , Inc., Stripe, Revolut, Square, Payoneer, Adyen, Xendit, Zotapay, Payeer, FinTech Innovations +45 more (view full list) |
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Fingage Questions
Samer Habl is the Founder and CEO of Fingage.
5 people are employed at Fingage.
Fingage is based in San Francisco, California.
Top Fingage Employees
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Samer Habl
Founder and CEO at Fingage
San Francisco, CA, US12 -
Mark Keleher
Advisor to the CEO of Fingage at Fingage
San Francisco, CA, US15 -
Jason Novotny
Technical Co-founder at Fingage
California, United States25+ -
Lindsey Leong
Software Engineer Intern at Fingage
Castro Valley, CA, US2
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