Findex

Advisory Services

Offer advisory to investors the moment their situation calls for it

Tax, legal, estate planning, and wealth structuring — placed in front of Findex investors at the exact moment their portfolio signals reveal a real need. Matched by portfolio complexity, ownership structure, and life-stage signals.

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Timing

Advice lands when the investor already knows they need it

Advisory marketing is mistimed — you pitch tax advice before the capital gain, estate planning before the complexity. Findex sees the trigger in portfolio data and surfaces your service when it matches.

Advisory triggers

  • Realized gain > 1M
  • New entity added
  • Allocation drift
  • Estate complexity rising

Context

Skip the discovery call and start with the actual work

Findex leads arrive with full portfolio and ownership context visible. You start the conversation at "here is what I see" — not "tell me about your situation."

New lead

Investor

E. Lindqvist

Primary assets

Listed equities · Real estate · Private eq.

Ownership structure

3 entities · 2 holding companies

Full context attached

Advisory Services

What you get

Estate planning surfaces to investors with multi-entity ownership. Tax advisors reach investors with complex allocations or realised gains. Wealth structuring surfaces to investors growing across asset classes.

  • Trigger-based distribution

    Estate planning surfaces to investors with multi-entity ownership. Tax advisors reach investors with complex allocations or realised gains. Wealth structuring surfaces to investors growing across asset classes.

  • Pre-qualified leads

    Every match comes with portfolio context — ownership structure, asset mix, entities — so your first call is about the work, not discovery.

  • Portfolio-level context

    Reach investors whose real portfolio data reveals the exact advisory need: personal tax, estate planning, legal structuring, or wealth allocation. No cold outreach.

  • Free to list

    List your services at no cost. Pay on engagement.

The result? Reach verified investors, know what works, and pay only when it does.

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1,000+

Verified investors

Every Findex investor has connected real bank and brokerage accounts. You are reaching people with confirmed capital, not self-reported interest.

Free

To list your products

No upfront listing fees, no paywall. A fee-share model means you pay when investors engage — never before.

Live

Engagement analytics

Impressions, profile views, and conversions update in real time. Know which products resonate, with whom, and why — then adjust.

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

More

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

Insurance

More

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

Advisory

More

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

Other

More

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

Partner Stories

What our partners are saying

How our partners build on Findex.

“Our partnership with Findex solves a real pain for our customers and their 200,000 shareholders.”
JC
Johan Christensen
CEO, Nordiska Värdepappersregistret (NVR)
Read all case studies

Integrations

Your clients connect the accounts they already use

Banks, brokerages, and registries — your clients link their existing accounts and get a complete portfolio view with your products built in.

Avanza
Carnegie
Carta
Danske Bank
Handelsbanken
Lysa
Avanza
Carnegie
Carta
Danske Bank
Handelsbanken
Lysa
Avanza
Carnegie
Carta
Danske Bank
Handelsbanken
Lysa
Avanza
Carnegie
Carta
Danske Bank
Handelsbanken
Lysa
Avanza
Carnegie
Carta
Danske Bank
Handelsbanken
Lysa
Avanza
Carnegie
Carta
Danske Bank
Handelsbanken
Lysa
NVR (Nordiska Värdepappersregistret)
Nordea
Nordnet
SEB
Swedbank
Söderberg & Partners
NVR (Nordiska Värdepappersregistret)
Nordea
Nordnet
SEB
Swedbank
Söderberg & Partners
NVR (Nordiska Värdepappersregistret)
Nordea
Nordnet
SEB
Swedbank
Söderberg & Partners
NVR (Nordiska Värdepappersregistret)
Nordea
Nordnet
SEB
Swedbank
Söderberg & Partners
NVR (Nordiska Värdepappersregistret)
Nordea
Nordnet
SEB
Swedbank
Söderberg & Partners
NVR (Nordiska Värdepappersregistret)
Nordea
Nordnet
SEB
Swedbank
Söderberg & Partners
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Become a partner

From application to live listing in under a week

Apply once, onboard with a partner success manager, and publish your products to 1,000+ verified investors — no listing fees.

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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

Apply for partnership

Distribute advisory services through Findex and reach investors the moment their portfolio signals real need.

  • Fee-share model: you only pay for results
  • Trigger-based matching by real portfolio signals
  • Dedicated partner success manager