541 Jefferson Avenue, Redwood City, CA 94063, United States
We help our clients grow their wealth through sound, informed, and conflict-free wealth and performance reporting
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 provides ultra-HNWIs, family offices and independent financial advisors (IFAs) increased transparency, cost savings and benchmarking of their financial portfolios. By identifying asymmetrical information through our proprietary technology, we help our clients preserve and grow their wealth, mitigate risks, realize savings, optimize holdings, and find better products and new investment opportunities......