Findex
AI-powered platform for tracking, optimizing, and growing your net worth with actionable insights and capital opportunities
About Findex
Findex is an AI-driven wealth management platform that consolidates your entire portfolio, providing real-time insights, performance tracking, and tailored capital opportunities. Say goodbye to spreadsheets and scattered accounts, get a single, clear view of your financial life.
Pricing
Full pricing page Free option
Early Access
$0 one-time
Free during early access, freemium after launch
- Net worth dashboard
- 50+ bank connections
- Midas AI assistant
- Diversification breakdown
- Multi-currency support
- Document storage
- Portfolio snapshots
- AI-curated newsfeed
FAQ
Yes, Findex allows you to track assets across multiple banks and brokers, providing a consolidated view of your portfolio.
No, Findex does not provide investment advice. It is a tool for tracking and managing your portfolio, not for giving financial advice.
Findex supports tracking of various asset types, including public and private investments, real estate, and other alternative investments.
Findex provides tools to analyse your portfolio diversification, helping you understand the distribution of your investments across different asset classes and sectors.
Findex offers features to assess portfolio risk, including tools to evaluate volatility, concentration, and exposure to various risk factors.
Findex allows you to integrate portfolio data from multiple providers, giving you a unified view of your investments.
Findex supports tracking of co-investments and shared portfolios, making it easier to manage investments with others.
Findex provides options for tracking unlisted or manual assets, ensuring that all your investments are accounted for, even those not traded on public markets.
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Free tier available
Starting from
Free
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