Relationships

We are in the same trench as our clients - we value
our long-term commitment to you!

One Statement For All Your Wealth No Conflict of Interest

Being independent with a full view of your holdings, we provide completely unbiased insights

4.47

US$ BILLION IN ASSETS UNDER OBSERVATION

155

US$ MILLION IN AVERAGE CLIENT ASSETS

12.1

US$ MILLION IN REALIZED SAVINGS

Why finalytix?

finalytix provides Ultra-HNWIs, Family Offices and Independent Financial Advisors (IFAs) increased transparency, cost savings and benchmarking of their financial portfolios.

finalytix gives you your whole financial landscape in the palm of your hand — financial insights at your fingertips.

By identifying asymmetrical information through our proprietary technology, we help you preserve and grow your wealth, mitigate risks, realize savings, optimize your holdings, and find better products and new investment opportunities otherwise not easily found.

finalytix Integrated Stack of Sophisticated Front to Back Office Systems

Blog & Press

Engage with us – we are always eager to demonstrate how we can add value to you.