Finalytix Inc. is a financial technology company that offers a turnkey digital wealth management platform for financial institutions, including private banks, family offices, and independent financial advisors. Their platform is designed to help these organizations digitize their advisory services, scale their business, and enhance client engagement. The solution provides a suite of tools covering automated client onboarding, portfolio management, performance analytics, and a client-facing portal with branded web and mobile applications. The company's mission is to empower financial professionals with modern, all-in-one technology to better serve their clients in the digital age.

Founded in

United States