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
- om****@****tix.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- finalytix.com
- Keywords
- Consolidated Wealth Reporting, Risk Mitigation, Succession Planning, Real Estate, Family Offices.
- HQ
- Redwood City, California
Finalytix Inc Questions
Finalytix Inc's website is finalytix.com
Finalytix Inc's LinkedIn profile is https://www.linkedin.com/company/finalytix-inc
Finalytix Inc has
8 employees.
View email and phone details for 8
employees at Finalytix Inc.
Finalytix Inc's industry is
Financial Services
Finalytix Inc's top competitors are
Fastercapital,
Asset Vantage,
Finalytix Inc.,
Skand Consulting,
Gmg,
Bdo,
Finalytics Ai,
Madinah Angels,
Calvin James Recruitment,
Yadhum Uyire.
Finalytix Inc's support email address is omar@finalytix.com
Finalytix Inc's categories are Financial Services
Finalytix Inc's founding year is 2014
