Findex
Track your portfolio in one platform and optimize your net worth with AI
Shyft Score
Directory quality rating
55/100
Quiet
Our take
The verdict on Findex
AI-generated
Findex consolidates portfolio tracking and wealth management in a single platform with AI-driven insights and capital opportunity curation. Best suited for investors seeking centralized asset visibility and data-driven portfolio decisions, though suitability depends on asset complexity and integration breadth.
Strengths
- Unified tracking of assets and liabilities across portfolio
- AI-powered analysis (Midas AI) to support decision-making
- Curated capital opportunities surfaced within the platform
- Historical performance tracking for trend analysis
Limitations
- No detail on integration scope — unclear which account types and institutions are supported
- AI-curated newsfeed utility depends on personalization quality, which is unvalidated
- Pricing and minimum account requirements not disclosed
Best for: Multi-asset investors seeking centralized tracking and AI-assisted portfolio analysis
Try Findex's free tier to see if it fits your workflow.
See how Findex fits your stackBenefits
Why teams choose Findex
Unified tracking of assets and liabilities across portfolio
AI-powered analysis (Midas AI) to support decision-making
Curated capital opportunities surfaced within the platform
Historical performance tracking for trend analysis
About
What is Findex?
Findex is a modern private banking platform powered by AI that allows users to gain insights, make data-driven decisions, and access capital opportunities. It is designed for investors looking to consolidate and manage their portfolios effectively.
Key capabilities
Track Assets & Liabilities
Midas AI for portfolio analysis
Performance tracking and history
Curated capital opportunities
AI-curated newsfeed
Secure storage for financial documents
At a glance
Pricing
Findex pricing
Contact Findex for pricing details
Contact sales for pricing details
Pricing and product details are aggregated from publicly available sources, may be outdated or inaccurate, and are not sourced from or endorsed by the vendor. Verify directly with the vendor before relying on this information. Terms
FAQs
Frequently asked questions
Common questions about Findex and its capabilities
Findex offers custom pricing based on your team size and requirements. Contact their sales team for a personalized quote. Many Finance/Wealth Management tools in this range offer free trials.
Need help automating Findex?
Our team can help you integrate Findex with your existing tools and build custom automation workflows.
No commitment requiredResponse within 24h
Get weekly AI tool updates
Pulse delivers finance-specific AI insights every week. Free.
Explore
Discover more
Alternatives, related tools, and resources for Findex
Related Resources
Using Findex? See how your stack compares.
Our free scan analyzes your website, detects your tools, and shows gaps in your AI readiness.
Take free scan →