Founded in 2013 by former investment banking and software professionals, Fincast was established to create a comprehensive digital platform for the wealth management industry. The company's mission is to empower financial institutions—such as financial advisors, private banks, and wealth managers—with technology to enhance client engagement, streamline the advice process, and efficiently manage investments. Fincast's platform offers a suite of tools including client onboarding, portfolio analysis, risk profiling, automated financial advice, and reporting, which can be deployed as a standalone portal or integrated into existing systems via APIs.

Founded in

Australia