Finlight

Finlight provides a sophisticated software-as-a-service (SaaS) platform that automates data aggregation, portfolio analytics, and client reporting for the wealth management industry. The company's mission is to simplify the complexity of managing and reporting on multi-asset, multi-custodian portfolios for Ultra-High-Net-Worth Individuals (UHNWIs). By offering a centralized dashboard, Finlight enables family offices, asset managers, and wealth managers to gain a holistic view of their clients' total wealth, enhance decision-making through advanced analytics, and produce customizable, professional reports.