Findex is a modern private banking platform powered by AI. It allows you to track, optimize, and grow your net worth by consolidating all your investments, assets, and liabilities in one place — with the help of our Midas AI Agent.

What is Investor Relations on Findex?

Investor Relations (IR) is a module that allows companies to manage their shareholder communication, share ledger, and data room directly through Findex. If you are invested in a company using Findex IR, your investment is automatically reflected in your portfolio.

How does Findex make money?

Findex is free during early access. Revenue comes from connecting investors with Capital Opportunities through our partner network. After official launch, Findex will always have a free tier. We plan to offer premium features for investors who want more. We do not sell your data or show ads.

Is my data secure with Findex?

Absolutely. Security is foundational to everything we build. All data is encrypted at rest and in transit. We use BankID and 2FA for authentication, and we do not store any personal information.

Why should I use Findex?

If you have investments spread across multiple banks, brokers, or asset classes, Findex gives you a single consolidated view of your net worth. Instead of manual spreadsheets, you get automated tracking, AI-powered insights, and access to capital opportunities.

How do I get started?

Getting started is free — no payment information required. Simply sign up, connect your accounts via our integrations, and Findex will automatically begin tracking your portfolio.

Free early access — no payment required

Track your portfolio in one platform and optimize your net worth with AI

A modern private banking platform powered by AI. Get insights, make data-driven decisions, and access capital opportunities. See the full picture.

Get started for free

0+ SEK

in assets tracked

Investors using Findex

Findex dashboard showing portfolio value, net worth chart, and asset diversification

Some of our partners

Accumeo

Almi

Bits Technology

Connect Sverige

NVR

Accumeo

Almi

Bits Technology

Connect Sverige

NVR

Accumeo

Almi

Bits Technology

Connect Sverige

NVR

Accumeo

Almi

Bits Technology

Connect Sverige

NVR

Accumeo

Almi

Bits Technology

Connect Sverige

NVR

Accumeo

Almi

Bits Technology

Connect Sverige

NVR

Most investors are flying blind. Investments split across banks, brokers, and spreadsheets — no single view, no real insights, no clear path forward.

No single source of truth

Holdings scattered across 5+ banks and brokers. Without a consolidated view, you never know your full financial picture.

Data you can't act on

Manual exports, outdated spreadsheets, and stale numbers. By the time you process it, the market has already moved.

Opportunities left on the table

Without visibility across all asset classes, rebalancing signals and capital opportunities go unnoticed every day.

Why Findex

Everything you need to manage your wealth

Skip the spreadsheets. Consolidate your entire portfolio in one platform and let Midas AI surface what matters.

Get started for free

Track Assets & Liabilities

A complete picture of your net worth — every investment, asset, and liability in one consolidated dashboard.

Midas AI

Ask questions, get instant portfolio analysis and tailored insights.

Performance & History

Track portfolio growth over time and spot underperforming assets with clear signals.

Capital Opportunities

Curated capital opportunities matched to your portfolio profile and investment strategy.

Tailored Newsfeed

AI-curated news and market signals relevant to your specific holdings — not generic finance news.

Financial Documents

Store and organize all your financial documents in one secure place.

Ownership Structure

Map your full ownership tree: holding companies, subsidiaries, and personal accounts in one view.

Your Financial Ecosystem

Track whatever you own, wherever you hold it

Banks, brokerages, and manual entries all flow into Findex. Every asset class, every account — one real-time view of your net worth.

Get started for free

Connected banks & fintechs

Länsförsäkringar

IKANO Bank

Länsförsäkringar

IKANO Bank

Manual entries Custom input

Assets tracked

Unlisted Equities Auto-synced via IR

Startup shares and private holdings, auto-updated via Findex IR.

Listed Equities

Real Estate

Crypto

Commodities

Alternatives

Cash & Savings

Liabilities tracked

Mortgages

Personal Loans

Credit Lines

Other Debt

Midas AI

Ask anything about your portfolio

Midas analyses your holdings and gives you context, breakdowns, and signals — in plain language. No jargon, no appointment needed.

Midas AIBeta

Hello, how can I help you today?

Ask questions about your portfolio or ask me to do something for you!

What's my net worth?How am I diversified?What should I watch this week?Show me my best performing assets

Write your message here...

Midas AIBeta

Hello, how can I help you today?

Ask questions about your portfolio or ask me to do something for you!

What's my net worth?How am I diversified?What should I watch this week?Show me my best performing assets

Write your message here...

Capital Opportunities

Find opportunities across the market. No middleman picking for you.

Unlisted equity, real estate funds, advisory, and capital insurance from vetted partners — matched to your portfolio and accessible from your dashboard.

Get started

Invest in unlisted assets

Access unlisted equity, real estate funds, and structured products from verified partners. Deals you would not find through your bank or broker.

Min. invest 50 000 kr

Min. invest 100 000 kr

Min. invest 25 000 kr

Min. invest 200 000 kr

Type Private Credit

Status Open

Min. invest 75 000 kr

Type Growth Fund

Status Filling

Min. invest 150 000 kr

Type Infrastructure

Status Open

Advisory Services

Connect with independent financial advisors and wealth managers through the Findex partner network.

Capital Insurance

Tax-efficient wrappers for your portfolio. Compare capital insurance products from multiple providers.

More Opportunities

A growing marketplace of financial products and services from Findex partners.

Testimonials

What investors are saying

"I have everything in one place and it is so much easier to get a clear overview of my entire portfolio!"

Christian Zanders

Entrepreneur & Angel Investor

"The seamless consolidation and sleek, simple interface makes managing my investments effortless."

Jonatan Klintberg

CEO

"Everything is gathered in one place automatically and I also love the intuitive UX."

Thorgeir Einarsson

CEO

"I now have full control of my portfolio. I highly recommend Findex to every investor."

Christopher Stålberg

Angel Investor

"Findex does everything automatically — it has saved me hours every single month."

Martin Andersson

Entrepreneur & Angel Investor

"Findex removes the stress of manually keeping track of all my investments across different platforms."

Omid Ghanbari

CEO

"I have everything in one place and it is so much easier to get a clear overview of my entire portfolio!"

Christian Zanders

Entrepreneur & Angel Investor

"The seamless consolidation and sleek, simple interface makes managing my investments effortless."

Jonatan Klintberg

CEO

"Everything is gathered in one place automatically and I also love the intuitive UX."

Thorgeir Einarsson

CEO

"I now have full control of my portfolio. I highly recommend Findex to every investor."

Christopher Stålberg

Angel Investor

"Findex does everything automatically — it has saved me hours every single month."

Martin Andersson

Entrepreneur & Angel Investor

"Findex removes the stress of manually keeping track of all my investments across different platforms."

Omid Ghanbari

CEO

"Findex removes the stress of manually keeping track of all my investments across different platforms."

Omid Ghanbari

CEO

"Findex does everything automatically — it has saved me hours every single month."

Martin Andersson

Entrepreneur & Angel Investor

"I now have full control of my portfolio. I highly recommend Findex to every investor."

Christopher Stålberg

Angel Investor

"Everything is gathered in one place automatically and I also love the intuitive UX."

Thorgeir Einarsson

CEO

"The seamless consolidation and sleek, simple interface makes managing my investments effortless."

Jonatan Klintberg

CEO

"I have everything in one place and it is so much easier to get a clear overview of my entire portfolio!"

Christian Zanders

Entrepreneur & Angel Investor

"Findex removes the stress of manually keeping track of all my investments across different platforms."

Omid Ghanbari

CEO

"Findex does everything automatically — it has saved me hours every single month."

Martin Andersson

Entrepreneur & Angel Investor

"I now have full control of my portfolio. I highly recommend Findex to every investor."

Christopher Stålberg

Angel Investor

"Everything is gathered in one place automatically and I also love the intuitive UX."

Thorgeir Einarsson

CEO

"The seamless consolidation and sleek, simple interface makes managing my investments effortless."

Jonatan Klintberg

CEO

"I have everything in one place and it is so much easier to get a clear overview of my entire portfolio!"

Christian Zanders

Entrepreneur & Angel Investor

"I have everything in one place and it is so much easier to get a clear overview of my entire portfolio!"

Christian Zanders

Entrepreneur & Angel Investor

"The seamless consolidation and sleek, simple interface makes managing my investments effortless."

Jonatan Klintberg

CEO

"Everything is gathered in one place automatically and I also love the intuitive UX."

Thorgeir Einarsson

CEO

"I now have full control of my portfolio. I highly recommend Findex to every investor."

Christopher Stålberg

Angel Investor

"Findex does everything automatically — it has saved me hours every single month."

Martin Andersson

Entrepreneur & Angel Investor

"Findex removes the stress of manually keeping track of all my investments across different platforms."

Omid Ghanbari

CEO

"I have everything in one place and it is so much easier to get a clear overview of my entire portfolio!"

Christian Zanders

Entrepreneur & Angel Investor

"The seamless consolidation and sleek, simple interface makes managing my investments effortless."

Jonatan Klintberg

CEO

"Everything is gathered in one place automatically and I also love the intuitive UX."

Thorgeir Einarsson

CEO

"I now have full control of my portfolio. I highly recommend Findex to every investor."

Christopher Stålberg

Angel Investor

"Findex does everything automatically — it has saved me hours every single month."

Martin Andersson

Entrepreneur & Angel Investor

"Findex removes the stress of manually keeping track of all my investments across different platforms."

Omid Ghanbari

CEO

Get started User Stories

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Your entire portfolio, under control in minutes

Connecting your banks, brokerages, and funds to Findex takes less than 5 minutes. No manual entry, no spreadsheets. Just clarity.

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Free forever. No credit card required.

Security

Your data is encrypted. Your money never moves.

Read-only bank connections. Your credentials go directly to your bank. We never store them, move your funds, or sell your data.

Read our security page

Mobile BankID & 2FA

Swedish BankID and two-factor authentication on every login.

Read-only connections

View-only by design. Findex can never initiate transfers or trades.

Encrypted end-to-end

All data encrypted at rest and in transit via PSD2-regulated aggregators.

FAQ

Got questions about Findex?

Can't find what you're looking for? Visit our full FAQ page for more in-depth answers.

Full FAQ

Your complete net worth, finally in one place.

Join investors using Findex to consolidate, track, and grow their portfolios. One view of everything you own.

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