Finaeos is a financial technology (FinTech) company that has developed a comprehensive B2B institutional operating system and marketplace. The platform is designed to connect the entire financial services ecosystem, including broker-dealers, RIAs, asset managers, custodians, and fintech innovators. Its mission is to streamline operations, reduce fragmentation, and enhance connectivity within the industry by providing a unified platform for client onboarding, compliance, data management, and access to a marketplace of financial products and services.

Founded in

United States