Finstories S.A.S. develops and operates a B2B software-as-a-service (SaaS) platform designed to modernize the wealth management industry. The company's mission is to empower independent financial advisors (IFAs) by providing them with digital tools to streamline their entire workflow, from client onboarding and risk profiling to investment proposals and electronic signatures. The platform aims to enhance the advisor-client relationship, improve operational efficiency, and provide access to a curated selection of investment products, ultimately making financial advice more accessible and data-driven.

Founded in

Colombia