2.1

$billion

ASSETS UNDER OBSERVATION

76

$million

AVERAGE CLIENT HOLDINGS

1.9

$million

PORTFOLIO 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

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