Finalytix article on Information Asymmetry in the Wealth Management Midyear Outlook Issue


The editors of published the 2018 Midyear Review and Outlook magazine distributed to subscribers, containing  content from leading companies in the financial industry including finalytix.

Omar Rana, finalytix co-founder and director, wrote about Information Asymmetry in Wealth Management — the Moral Hazard Risk. OUTLOOK ISSUE CONTENT FOCUS

  • Forward-looking market trends, insightful economic forecasts
  • Educational and thought leadership in nature
  • Targeted to financial advisors with freshest content from across the spectrum

Please read the complete issue here, or download the Information Asymmetry Moral Hazard Risk article here.

Finalytix speaks at the Euromoney GCC Financial Forum in Bahrain

The 7th Euromoney GCC Financial Forum in beautiful Bahrain FinTech Bay brought headline interviews and speeches from international financial leaders and top regional policy-makers, to consider strategic impact of phenomena such as blockchain, AI and big data in the financial context.

Omar Rana (left) Co-Founder & Director of Finalytix speaks about the need for transparency in private banking and how the Finalytix proposition is helping with that.

Finalytix continues to grow its Assets Under Observation now exceeding $500 million by solving the Information Asymmetry Problem faced by Ultra High Net Worth clients.



Panel discussion at FinTech Security Summit in Abu Dhabi



In the panel discussion titled “Blockchain, Cloud, and Artificial Intelligence — Modern Innovations are Reshaping the Future of Cybersecurity,” finalytix co-founder & director, Sriniwas Nandiraju (second from left) participated in the panel discussion answering some interesting questions such as:

  • How new technologies such as blockchain and AI are being redefined under the evolving cybersecurity landscape;
  • Why regulators and governments are still having concerns on cybersecurity, data privacy and data residency on cloud,;
  • Views on how Fintech can help in solving cybersecurity issues with their respective offering on blockchain, AI, and Cloud.

At the end of the event, Sriniwas was presented with a token of appreciation by the moderator Anshul Srivastav, CIO and Digital Officer of Union Insurance on behalf of the EC-Council.



Finalytix Shortlisted for the Family Wealth Report Awards 2018


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FINALYTIX, INC. one of the USA’s foremost wealth reporting firms has been shortlisted for the Family Wealth Report Awards.

Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2017’. Commenting on the firm’s shortlisting, Mr Omar Rana, Director & Co-Founder, finalytix said: “We are delighted to have been shortlisted for these prestigious awards.  It is a great honour to be recognised in the shortlist and this is testament to the hard work that the team have put in over the last 12 months.

follow link ClearView Financial Media’s Chief Executive, and Publisher of Family Wealth Report, Stephen Harris, was first to extend his congratulations to the shortlisted firms.  He said: “The firms who have been shortlisted in these awards are all worthy competitors, and I would like to extend my heartiest congratulations.  These awards are judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics.  That is a unique, and I believe, compelling feature.  These awards will recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in wealth management.  Our aim is to make these annual Awards one of the brightest, and keenly contested highlights in the wealth management calendar.”

Winners will be announced at a gala awards dinner which will be held in New York on March 8, 2018 at the Mandarin Oriental. – ENDS –

go here  

here For media enquiries, journalists should contact:

Omar Rana

Phone (415) 910-1002



  1. About FINALYTIX, INC. (finalytix)

Finalytix is disrupting the wealth management industry by providing data analytics to grow its clients’ global wealth, mitigate risks, realize savings, optimize holdings and identify superior products and new investment opportunities. Finalytix solution offers transparency to clients at an unprecedented level and mitigates the inherent information asymmetries that exist in the traditional banking–client relationship.


  1. About ClearView Financial Media Ltd (“ClearView”)

ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community.  London-based, but with a truly global focus, ClearView publishes the Family Wealth Report group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events programme.

With teams based in New York, London, Singapore, Switzerland, South Africa and Malaysia, the company is one of the fastest-growing media groups serving the financial services sector.

The Evolution of the Advisor-Client Relationship discussed with finalytix co-founder Omar Rana

The inaugural FinTech Abu Dhabi event held on 22 and 23 October 2017, is a strategic platform for financial institutions, FinTech start-ups and participants, investors, regulatory agencies and the business community, and was the first FinTech Summit in the region that exclusively designed and organised by an international financial centre – Abu Dhabi Global Market (ADGM).

Finalytix participated in the lively panel on the “Evolution of the Advisor-Client Relationship” which discussed how FinTech solutions will enable wealth managers to improve customer experience and to strengthen client relationships.

The panelists from the right were:

Nick Hungerford, Founder, Nutmeg
Roberto Mancone, Global Head,  Disruptive Technologies and Solutions, Deutsche Bank AG
Omar Rana, Co-Founder & Director, Finalytix
Gina Heng, CEO, Marvelstone Groupand, and very well moderated by Azzedine Chaibrassou, Advisor, Swiss Financial + Technology Association.

The event also included an Innovation Challenge, Demo Day, and FinTech Awards presentation, Regulatory  Roundtable, Workshops, Welcome Reception, as well as a Summit featuring distinguished regional and international leaders in FinTech.



Redwood City, California (August 6, 2017) — Finalytix, Inc. a silicon valley financial analytics start-up, announced today it has formed a new advisory board to guide its long-term strategy, and appointed Mr. Daud (David) Vicary Abdullah as the first member of the board to provide strategic guidance to management as the firm enters a new growth phase.


Daud has over 44 years’ experience in the Financial Services Sector with such institutions as Lloyds Bank, Chemical Bank and Midland Bank. He has been the CEO of two Islamic Banks based in Malaysia and spent two spells at Deloitte as a Partner, the second as Global Leader for Islamic Finance, along the way he has been involved in a Technology start up in the 1980’s, formed his own Consulting and Advisory Company and his final full-time employment was as the President and CEO of INCEIF – The Global University of Islamic Finance.


In addition to his new role at Finalytix, Daud serves on the Board of Trustees of the Responsible Finance Institute Foundation, is a Distinguished Fellow of the Islamic Banking and Finance Institute of Malaysia and a member of the UK Governments Advisory Board known as the Global Islamic Finance Investment Group.  He is also FCPA (Australia).


“We conducted an exhaustive search for someone who would add breadth of talent and deep financial background to our new advisory board, and we are delighted to have identified such an outstanding individual,” said Omar Rana, Finalytix Co-founder & Director of Strategy & Finance. “I’m confident that Daud is going to make a major impact on Finalytix as it grows its offering and footprint globally.”


“I am very happy to participate in this exciting phase of Finalyix growth.  Finalytix is an innovative team leveraging technology to impact WealthTech in ways that benefit end-clients ” said Daud on his new role, “especially as I believe Finalytix has a compelling offering to address the growing expectations of transparency and performance in wealth management.”


About Finalytix

Finalytix is disrupting the wealth management industry by providing data analytics to grow its clients’ global wealth, mitigate risks, realize savings, optimize holdings and identify superior products and new investment opportunities. Finalytix solution offers transparency to clients at an unprecedented level and mitigates the inherent information asymmetries that exist in the traditional banking–client relationship.  Finalytix has been a global speaker at conferences related to WealthTech in various countries and has recently been nominated as a finalist in the Global Wealth Management rewards as a “Disruptor” to the traditional Wealth Management business.


finalytix joins the discussion at the Private Wealth Management Summit in Mumbai


finalytix co-founder Sriniwas Nandiraju speaking with Mohit Gang, CEO and Co-Founder of MoneyFront, who moderated the panel discussion along with panelists Amitabh Chakraborty, Managing Director & Chief Investment Officer of Indarra Capital LLP, and Feroze Azeez, Deputy CEO Private Wealth Management, Anand Rathi Financial Services.

The lively panel discussion touched on the following points: 

  • What income generating strategies would work best?
  • What asset classes/investment strategies are likely to produce best risk adjusted returns?
  • What are the major risks that keep you awake at night?
  • Risk and early red flags that will signal trouble ahead?


finalytix Named A Finalist In Two 2017 Industry Awards Categories



Redwood City, CA (June 1, 2017) —, the leading resource for wealth advisors and planners, has announced the finalists for its 2017 Industry Awards, the only awards program of its kind to honor outstanding achievements by companies and organizations that support financial advisor success.

Finalytix, Inc., a silicon valley financial analytics start-up, has been named a finalist in two 2017 Industry Awards categories: Industry Disruptors; and Wealth Reporting /Personal Finance Managers Technology Providers.

By recognizing outstanding achievement in the industry, the Industry Awards inspire innovation and leadership among industry participants, creating an environment that enables the industry to better support advisors in their roles as leaders to their clients and communities.

Commenting on the firm’s accomplishment, Mr Omar Rana, Director & Co-Founder, finalytix said: “We are delighted to have been named a finalist for these prestigious awards.  It is a great honor to be included in the company of today’s leading financial technology providers, and is a testament to the hard work that our team has put in towards the goal of providing a true independent global perspective to our clients.”

“Financial advisors increasingly have an overwhelming number of options when it comes to the companies they choose to help them grow their business, whether it be a broker dealer, technology vendor, asset manager or custodian,” said David Armstrong, editor-in-chief of “These awards are a chance to highlight the best of those companies’ recent initiatives for the industry. Thanks to these firms, advisors are far better equipped to help clients meet their financial objectives and life goals. For anyone working in financial services, what could be more important than that?”

The 2017 Industry Award winners will be announced at an awards ceremony following the 2017 Executive Forum at The Plaza hotel in New York City on October 11, 2017.


About Finalytix

Finalytix is disrupting the wealth management industry by providing data analytics to grow it clients’ global wealth, mitigate risks, realize savings, optimize holdings and identify superior products and new investment opportunities. Finalytix solution offers transparency to clients at an unprecedented level and mitigates the inherent information asymmetries that exist in the traditional banking–client relationship.


Omar Rana
Phone: (415) 910-1002


About Informa, part of Informa, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business—all from one site. Informa is the international business intelligence, academic publishing, knowledge and events group. Informa serves commercial, professional and academic communities, helping them connect and learn, and creating and providing access to content and intelligence that helps people and businesses work smarter and make better decisions faster.

Informa has over 7,500 colleagues in more than 20 countries and a presence in all major geographies. It is listed on the London Stock Exchange and is a member of the FTSE 100.


William O’Conor, Managing Director
Phone: (212) 204-4270



Abu Dhabi Global Market (ADGM), the International Financial Centre in Abu Dhabi, has approved its first batch of FinTech Regulatory Laboratory (Reglab) participants to include finalytix. The ADGM Reglab is the first of such FinTech regulatory sandbox and framework in the MENA region.  Finalytix is now registered with the ADGM Reglab programme to further develop and test their FinTech innovation, with a view to launch its fully regulated services to the investor community as soon as possible.



“We are very happy to become part of the ADGM Reglab, having gone through a rigorous process that only makes us better. We believe that the Wealth Management space in the UAE/GCC represents a significant opportunity for disruption.  ADGM has been the thought leader in the GCC for regulatory policy and we are looking forward to launching our services soon in tandem with the guidance and support of ADGM” said Mr. Omar Rana, Co-Founder & Director of Finalytix, Inc.


ADGM is the first in the MENA region to have a “live” FinTech regulatory regime and first regulatory laboratory (Reglab). The ADGM Reglab is a tailored regulatory regime for FinTech participants. It is designed to foster innovation within the UAE financial services market for both new market entrants and existing financial institutions.By taking into account the unique business model and risks of the Fintech participant and customising the test boundaries and regulatory requirements accordingly, the RegLab allows the participant to develop and test its FinTech proposition in a safe environment while not putting undue regulatory burden on the participant.  As the first of such initiative in the region, ADGM’s RegLab authorises FinTech participants for a period of up to two years to develop and test their FinTech proposition.

Please see the ADGM press release at


finalytix at the Citi Tech for Integrity Challenge event at ADGM

Citi Tech for Integrity (T4I) Challenge – a global initiative to source solutions to promote integrity, accountability, and transparency in the public sector – brought together 80+ allies and contributors including governments, regulators, Fortune 500 Tech companies, international NGOs, and local allies.

Sriniwas Nandiraju, finalytix co-founder and director at the CitiTech for Integrity Challenge in ADGM, Abu Dhabi, speaking with Citi Innovations Labs, Microsoft, and Now Money panelists about the impact of technology on financial innovation.