Company profile
FINALYTIX INC
Grow Wealth through Transparency and Analytics
- Industry
- Financial Services
- Employees
- 9
- Headquarters
- Redwood City, California
- Founded
- 2014
- LinkedIn followers
- 887
- Office locations
- 1
FINALYTIX INC company summary
FINALYTIX INC is a company in the Financial Services industry, headquartered in Redwood City, California, founded in 2014. On LinkedIn the company has around 9 employees and 887 followers. Its listed specialties include Consolidated Wealth Reporting, Risk Mitigation, Succession Planning, Real Estate, Family Offices.
What technology does FINALYTIX INC use?
No technologies detected yet. Warmrank rechecks company websites on a rolling basis.
About FINALYTIX INC
We at finalytix are an independent consultancy firm with a twist: we leverage our proprietary global wealth consolidation technology to show the big picture, and be able to provide sound unbiased insight to our Family Office and Ultra-HNWI clients. Being independent ensures that we are always aligned with our clients’ interests and are completely conflict-free, supporting and enhancing current private banking and investment management relationships our clients have. We leverage our own proprietary platforms and processes for complete global wealth portfolio consolidation, monitoring and reporting, to preserve and grow our clients’ wealth, all within the boundaries of their risk appetite and life goals. We are also quickly able to identify tactical solutions for our clients as opportunities present themselves. We have a team of talented and experienced client-facing professionals with diverse backgrounds in Investment Management, Private Equity, Wealth Management, Private Banking, and Strategy. Our expertise is in ensuring proper asset allocation, financial planning and wealth management in line with our client’s overall risk profile.
Specialties
Where is FINALYTIX INC located?
FINALYTIX INC lists 1 location.
Compare companies similar to FINALYTIX INC
More companies in Financial Services.
| Company | Industry | Employees | Founded | Headquarters |
|---|---|---|---|---|
FINALYTIX INC finalytix.com | Financial Services | 9 | 2014 | Redwood City, California |
 JPMorganChase jpmorganchase.com | Financial Services | 235,149 | - | New York, NY, US |
 Neovest jpmorgan.com | Financial Services | 85,869 | - | New York, NY |
 Goldman Sachs goldmansachs.com | Financial Services | 65,450 | - | New York, New York |
 Nubank nubank.com.br | Financial Services | 13,424 | - | São Paulo, SP |
 Citi citigroup.com | Financial Services | 189,594 | 1812 | New York, New York, US |
 Morgan Stanley morganstanley.com | Financial Services | 102,243 | - | New York, NY |
 American Express americanexpress.com | Financial Services | 96,853 | - | New York, NY, US |
 Deutsche Bank db.com | Financial Services | 82,282 | 1870 | Frankfurt am Main, Hessen |
 Wells Fargo wellsfargo.com | Financial Services | 240,197 | - | San Francisco, California, US |
 BlackRock blackrock.com | Financial Services | 34,152 | 1988 | New York, NY |
Frequently asked questions about FINALYTIX INC
What does FINALYTIX INC do?
We at finalytix are an independent consultancy firm with a twist: we leverage our proprietary global wealth consolidation technology to show the big picture, and be able to provide sound unbiased insight to our Family Office and Ultra-HNWI clients. Being independent ensures that we are always aligned with our clients’ interests and are completely conflict-free, supporting and enhancing current private banking and investment management relationships our clients have. We leverage our own proprietary platforms and processes for complete global wealth portfolio consolidation, monitoring and reporting, to preserve and grow our clients’ wealth, all within the boundaries of their risk appetite and life goals. We are also quickly able to identify tactical solutions for our clients as opportunities present themselves. We have a team of talented and experienced client-facing professionals with diverse backgrounds in Investment Management, Private Equity, Wealth Management, Private Banking, and Strategy. Our expertise is in ensuring proper asset allocation, financial planning and wealth management in line with our client’s overall risk profile.
How many employees does FINALYTIX INC have?
FINALYTIX INC has around 9 employees on LinkedIn.
Where is FINALYTIX INC headquartered?
FINALYTIX INC is headquartered in Redwood City, California.
When was FINALYTIX INC founded?
FINALYTIX INC was founded in 2014.
Build a lead list from companies like FINALYTIX INC
Describe your ICP or import a CSV. Warmrank finds matching companies, enriches contacts with verified emails, and tracks every lead.