Company profile

finexis advisory Pte Ltd

Impacting Lives Beyond Finance. Creating a lasting, positive influence on the lives we touch.

Industry
Financial Services
Employees
986
Headquarters
Singapore, Central Region
Founded
2005
LinkedIn followers
30,931
Office locations
1

finexis advisory Pte Ltd company summary

finexis advisory Pte Ltd is a company in the Financial Services industry, headquartered in Singapore, Central Region, founded in 2005. On LinkedIn the company has around 986 employees and 30,931 followers. Its listed specialties include Personal Risk Management Solutions, Private Wealth Management Solutions, Wealth Accumulation Solutions, Legacy Planning Solutions, Corporate Solutions.

What technology does finexis advisory Pte Ltd use?

No technologies detected yet. Warmrank rechecks company websites on a rolling basis.

About finexis advisory Pte Ltd

Since our incorporation in 2005, finexis has become a leading homegrown financial advisory firm in Singapore licensed by the Monetary Authority of Singapore, with assets under advisory of almost S$2 billion. Our strategic partnerships, extensive portfolio of leading financial solutions, and the strength of more than 1,000 financial consultants and support staff have enabled us to become a market leader in the field of specialised financial services. finexis advisory Pte Ltd provides more than just financial advisory services – we cover a range of financial needs throughout your lifetime. Think of us as lifelong financial confidantes – always there to help apply broad-based solutions in thoughtful and meaningful ways. Our Philosophy At finexis, we think of ourselves as more than financial consultants. We advise people on some of life’s most important concerns. Simply because, money lies in the heart of many areas of our lives – from taking care of our basic needs to fulfilling higher aspirations. With a goal to create a lasting positive influence on every life we touch, we listen to what our clients have to say and design our solutions to complement their needs. We want to impact lives beyond finance. Our Partners finexis offers a range and depth of products and services that can assist in fulfilling our clients’ unique needs. We are in partnership with over 79 international fund houses offering more than 2,000 professionally managed funds, more than 19 major life insurers, more than 32 general insurers, 4 investment platforms, and 16 banks via our mortgage partners. Our Promise finexis believes in providing our clients with not merely the hardware of products, but also with a complete financial experience through quality long-term planning and sound advice. The finexis 3i approach Imagine. Implement. Involve is a step-by-step guideline that covers the entire client consultation process.

Specialties

Personal Risk Management SolutionsPrivate Wealth Management SolutionsWealth Accumulation SolutionsLegacy Planning SolutionsCorporate Solutions

Where is finexis advisory Pte Ltd located?

finexis advisory Pte Ltd lists 1 location.

Singapore, Central Region, SGHQ
20 Collyer Quay, #01-02, Singapore

Compare companies similar to finexis advisory Pte Ltd

More companies in Financial Services.

CompanyIndustryEmployeesFoundedHeadquarters
finexis advisory Pte Ltd
finexis.com.sg
Financial Services9862005Singapore, Central Region
JPMorganChase
jpmorganchase.com
Financial Services235,149-New York, NY, US
Neovest
jpmorgan.com
Financial Services85,869-New York, NY
Goldman Sachs
goldmansachs.com
Financial Services65,450-New York, New York
Nubank
nubank.com.br
Financial Services13,424-São Paulo, SP
Citi
citigroup.com
Financial Services189,5941812New York, New York, US
Morgan Stanley
morganstanley.com
Financial Services102,243-New York, NY
American Express
americanexpress.com
Financial Services96,853-New York, NY, US
Financial Services82,2821870Frankfurt am Main, Hessen
Wells Fargo
wellsfargo.com
Financial Services240,197-San Francisco, California, US
BlackRock
blackrock.com
Financial Services34,1521988New York, NY

Frequently asked questions about finexis advisory Pte Ltd

What does finexis advisory Pte Ltd do?

Since our incorporation in 2005, finexis has become a leading homegrown financial advisory firm in Singapore licensed by the Monetary Authority of Singapore, with assets under advisory of almost S$2 billion. Our strategic partnerships, extensive portfolio of leading financial solutions, and the strength of more than 1,000 financial consultants and support staff have enabled us to become a market leader in the field of specialised financial services. finexis advisory Pte Ltd provides more than just financial advisory services – we cover a range of financial needs throughout your lifetime. Think of us as lifelong financial confidantes – always there to help apply broad-based solutions in thoughtful and meaningful ways. Our Philosophy At finexis, we think of ourselves as more than financial consultants. We advise people on some of life’s most important concerns. Simply because, money lies in the heart of many areas of our lives – from taking care of our basic needs to fulfilling higher aspirations. With a goal to create a lasting positive influence on every life we touch, we listen to what our clients have to say and design our solutions to complement their needs. We want to impact lives beyond finance. Our Partners finexis offers a range and depth of products and services that can assist in fulfilling our clients’ unique needs. We are in partnership with over 79 international fund houses offering more than 2,000 professionally managed funds, more than 19 major life insurers, more than 32 general insurers, 4 investment platforms, and 16 banks via our mortgage partners. Our Promise finexis believes in providing our clients with not merely the hardware of products, but also with a complete financial experience through quality long-term planning and sound advice. The finexis 3i approach Imagine. Implement. Involve is a step-by-step guideline that covers the entire client consultation process.

How many employees does finexis advisory Pte Ltd have?

finexis advisory Pte Ltd has around 986 employees on LinkedIn.

Where is finexis advisory Pte Ltd headquartered?

finexis advisory Pte Ltd is headquartered in Singapore, Central Region.

When was finexis advisory Pte Ltd founded?

finexis advisory Pte Ltd was founded in 2005.

Build a lead list from companies like finexis advisory Pte Ltd

Describe your ICP or import a CSV. Warmrank finds matching companies, enriches contacts with verified emails, and tracks every lead.