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.

Partner Marketplace

Your distribution channel to 2 Billion+ SEK in verified investor capital

List your products on Findex and reach 1,000+ investors matched by real portfolio data, not demographics. Fee-share model, no upfront cost.

Apply for partnership

Findex opportunities marketplace showing investment deals and funding rounds

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

Traditional distribution burns budget on the wrong audience. Conferences, ads, and cold outreach hit people who aren't actively investing. No way to measure what worked.

High cost per lead

You spend on conferences, sponsorships, and digital ads. Most of it reaches people who will never convert.

No targeting by portfolio

Existing channels segment by demographics. You can't filter for investors who actually hold the asset classes you serve.

Blind distribution

After launch, you have no visibility into who saw your product, who engaged, or why they didn't convert.

What You Can Distribute

Four categories, one verified investor audience

Reach 1,000+ verified investors. List products across any category below.

Investment opportunities

Funds, structured products, private equity, and deal flow. Matched to investors by portfolio composition and risk profile.

Insurance

Life, wealth protection, property, and liability coverage. Matched to investors by net worth, asset class, and exposure.

Advisory

Tax advisory, legal services, estate planning, and wealth structuring. Matched to investors by portfolio complexity and life-stage signals.

Other

Lending, credit, real-estate finance, custodial services, FX, and other specialist services for investors. Matched by real capital profile.

The Findex Ecosystem

Your products land where investors are already active

Findex is where 1,000+ verified investors track and manage their wealth. As a partner, your products surface inside the platform they already use — not in a separate portal they need to find.

Why Partner with Findex

Results you can measure, risk you can control

One listing reaches the full Findex marketplace.

1,000+

verified investors reached

Portfolio-matched distribution

Reach investors by actual holdings: asset class, account type, portfolio size.

Real-time engagement data

Impressions, profile views, and conversions tracked live. Adjust as you learn.

Verified capital

Every investor has connected bank and brokerage accounts. Real assets, not self-reported.

Dedicated partner support

A partner success manager handles onboarding, positioning, and optimisation.

Explore Partner Features

Four ways to distribute through Findex

Reach 1,000+ verified investors across investment opportunities, insurance, advisory, and other partner offerings.

Investment Opportunities

List funds, structured products, private equity, and deal flow — matched to investors by portfolio composition.

Insurance

Place life, wealth protection, property, and liability coverage in front of investors whose holdings reveal a real gap.

Advisory

Offer tax, legal, estate planning, and wealth structuring services to investors the moment their portfolio signals real need.

Other

Lending, credit, real-estate finance, custodial services, and specialist services for investors — matched by real capital profile.

Get started

From deal memo to matched investors in 48 hours

List your opportunity, let our matching engine find the right investors, and track engagement in real time.

Apply for partnership

New listing

Product name

Nordic Growth Fund III

Got questions about Findex?

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

Full FAQ

Ready to reach the right investors?

List your products on Findex. Fee-share model: you pay for results, not reach.

Fee-share model: you only pay for results
Access to 1,000+ verified investors
Dedicated partner success manager