Quick Answer:
Track equity, trusts, and subsidiaries in one structured governance view.
Learn More:
Families often hold assets through trusts, SPVs, or holding companies. Tracking cross-ownership manually creates errors and compliance risks. Findex supports multi-entity structures, linking portfolios, cap tables, and beneficiaries while maintaining privacy per entity. This brings corporate-grade governance to private wealth.
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.
No payment information required.
