Company Information

Get to know Finalytix AI

Finalytix AI is a financial technology company that provides a comprehensive wealth management platform. The company's core mission is to solve the challenge of fragmented client data by using AI to automate data aggregation from diverse sources, including private banks, custodians, and brokers worldwide. This enables financial advisors, family offices, and wealth management firms to gain a consolidated, 360-degree view of their clients' portfolios. The platform offers advanced analytics, performance measurement, and customizable reporting tools to enhance decision-making, improve client service, and streamline operations.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service

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Finalytix AI

Israel

Founded in

2020 (6 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.