Our
purpose is your ambition.
Digitize, Optimize, Thrive: Unleashing Your Potential
Fintex accelerates digitization for financial institutions through innovative solutions that enhance growth and efficiency in all aspects of business, empowering them to excel in the competitive digital landscape
VALUE
We offer a comprehensive solution that combines technology strategy consulting and hands-on execution, leveraging our expertise in wealth management technology and integration to deliver innovative, efficient, and effective solutions.
Wealth Business
Extensive knowledge of the wealth business gained through years of interactions with portfolio managers, advisors, and end investors.
Banking Integrations
Deep understanding and experience integrating legacy systems with modern digital product offerings
Innovation
Consultancy offering that help Wealth Managers innovate with modern stacks and emerging tech.
Customer Experience
Build and optimize UX for customer satisfaction.
Cost Savings
Modern tech reduces costs, and onshore/offshore models can lower implementation costs while maintaining quality
Why Fintex?
Industry Experts
Our team consists of seasoned professionals with deep expertise in the financial industry, ensuring we bring the right knowledge and insights to your project.
Customizable Solution
We understand that every project is unique, and we approach each one with a focus on providing tailored solutions that meet your specific needs.
Execution Excellence
We pride ourselves on delivering high-quality solutions quickly, using an Agile approach that maximizes efficiency and minimizes delays.
Collaborative Approach
We believe in working closely with our clients to ensure true collaboration and integration, embedding our team within yours to drive the best results.
Tech Flexibility
We believe in using the right tool for the job, which is why our technology stack is designed to be wide and expansive, providing flexibility for any project.
Comprehensive Security
We take security seriously, and we prioritize it at every stage of the development process to ensure your software is functional, secure, and resilient.
Collective experience
Our team of experts previously developed tools for top financial services, resulting in:
$25b
Facilitated
35-40%
Cost savings
5,000+
Advisors
2,500+
Concurrent users
Get started with a free consultation
We are eager to comprehend the challenges you seek to overcome and offer a complimentary evaluation, encompassing various areas such as product roadmap advice, technology audit, vendor assessment, solution review, and the impact of emerging technology trends on the financial services industry
We help you develop a comprehensive digital strategy that aligns with your business objectives and drives measurable results, ensuring a successful digital transformation journey.
Building a unified strategy. By bringing together design frameworks, industry experience, and technology expertise, we help clients unify their business and technology architectures to drive business results through a clear and comprehensive digital business or product strategy.
OUR STORY
We are a group of friends who started our journey by providing robo-advisor capabilities directly to clients through Wiser Investments. Realizing the significance of advisors in this journey, we pivoted our business model to support them through an investment platform. In 2017, we sold Wiser Investments to RBC GAM and launched an incubation lab to gain deeper insights into the asset management and dealer business. Over the past six years, we have gained invaluable experience in legacy system modernization through the abstraction of systems and front-ends via a mid-tier data and services layer. We wanted to get back into the entrepreneurial space and focus on making financial institutions more digital. In 2023, we launched Fintex, a design, technology leadership and software engineering firm. We are fortunate to have re-engaged RBC in a partnership, who shares our vision of building a future where financial institutions can harness the power of digitization, fostering accelerated growth, efficiency, and exceptional customer experiences across all facets of their business.
Our Team.
We are a team of seasoned business and technology experts with a proven track record of deploying digital solutions in the financial services industry. We maintain an entrepreneurial culture and mindset while always respecting each other and our partners. Our diverse backgrounds bring unique perspectives to the table and allow us to deliver exceptional service to our clients. Our team is at the heart of everything we do, and we are dedicated to delivering the highest quality service to our clients..
