Finalytix Inc

Finalytix Inc company information, Employees & Contact Information

Explore related pages

Related company profiles:

We at finalytix are an independent consultancy firm with a twist: we leverage our proprietary global wealth consolidation technology to show the big picture, and be able to provide sound unbiased insight to our Family Office and Ultra-HNWI clients. Being independent ensures that we are always aligned with our clients’ interests and are completely conflict-free, supporting and enhancing current private banking and investment management relationships our clients have. We leverage our own proprietary platforms and processes for complete global wealth portfolio consolidation, monitoring and reporting, to preserve and grow our clients’ wealth, all within the boundaries of their risk appetite and life goals. We are also quickly able to identify tactical solutions for our clients as opportunities present themselves. We have a team of talented and experienced client-facing professionals with diverse backgrounds in Investment Management, Private Equity, Wealth Management, Private Banking, and Strategy. Our expertise is in ensuring proper asset allocation, financial planning and wealth management in line with our client’s overall risk profile.

Company Details

Employees
8
Founded
-
Address
Redwood City, California
Email
om****@****tix.com
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
HQ
Redwood City, California
Looking for a particular Finalytix Inc employee's phone or email?

Finalytix Inc Questions

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant