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    Finalytix Inc

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    Description

    • 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 clients overall risk profile.
    • location

      Headquarters:541 Jefferson Ave Suite 100, Redwood City, California, United States

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    • Finalytix Inc phone

      Phone Number: +1 415-646-6663

    • Finalytix Inc website

      Website: https://www.finalytix.com

    • Finalytix Inc employees

      Employees:8

    • Finalytix Inc revenue

      Revenue:$1 - 10M

    • Finalytix Inc legal name

      Legal Name:Finalytix Inc

    • Finalytix Inc's Social Media

      Finalytix Inc linkedin Finalytix Inc twitter
    • done Is this data correct?

    • |  NAICS Code: 523110  |

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    Person level website identification

    Board Member for Finalytix Inc

    Wen Wang

    Board Member

    Person level website visitor identification

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    View Employees

    Wen Wang

    Board Member

    Frequently Asked Questions regarding Finalytix Inc

    • Where are Finalytix Inc's Headquarters?

      Finalytix Inc's Headquarters are in 541 Jefferson Ave Suite 100,Redwood City,California,United States

    • What is Finalytix Inc's phone number?

      Finalytix Inc's phone number is +1 415-646-6663

    • What is Finalytix Inc's official website?

      Finalytix Inc's official website is https://www.finalytix.com

    • What is Finalytix Inc's Revenue?

      Finalytix Inc's revenue is $1 - 10M

    • What is Finalytix Inc's NAICS code?

      Finalytix Inc's NAICS code is 523110

    • How many employees are working in Finalytix Inc

      Finalytix Inc has 8 employees

    • What is Finalytix Inc's Industry?

      Finalytix Inc is in the industry of Financial Services

    • Who is Finalytix Inc's Board Member?

      Finalytix Inc's Board Member is Wen Wang

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