Revolutionizing wealth management Empowering leaders to thrive in a new era

Our Story Our How Our Why Our Future

We’re a team of seasoned financial and tech minds, driven by curiosity, craft, and a shared commitment to building meaningful digital solutions. With deep roots in wealth and asset management and a culture built on trust and collaboration, we turn complex challenges into elegant, human-centered outcomes.

Mission: Powering the Future of Wealth Management

We help financial institutions unlock new levels of efficiency, intelligence, and growth. By blending deep industry expertise with modern technology, we deliver tailored digital solutions that move our clients and the industry forward.

Using Technology to Revolutionize Wealth and Asset Management
From AI to Robo-Advisors, from Smart Portfolios to Client Dashboards, we’re here to unveil a revolution. The future of wealth management doesn’t just use technology, it thrives on it, reshaping everything to be smarter, faster, and more accessible than ever before.

Improve Outcomes for Advisors and Clients
Automation, cloud computing, and AI are breaking barriers, cutting costs, and making wealth management accessible to all. Digital platforms empower a broader audience to take control of their financial futures, while advanced analytics deliver personalized solutions tailored to each client giving advisors the freedom to focus on connecting with clients and building lasting relationships.

Optimize Processes with Data Integrations
With the power of Big Data and AI, we’ll lead you to use tools for predictive analytics, automated compliance, and risk assessment. This is more than innovation; it’s a new standard for safer wealth management.

Values: What Inspires & Drives Us

Client-Centric Approach
Our clients are at the heart of everything we do. We listen, understand, and deliver personalized service that evolves with you—using your feedback to drive innovation and shape an experience built for success.

Education, Empowerment & Social Responsibility
We are dedicated to educating and empowering others with expert wealth management advice and the technology to unlock their success. Our employees are empowered with ongoing education opportunities to enhance skills and career growth.

Promoting Diversity and Inclusion in the Workplace
We champion diversity to spark creativity and broaden perspectives, crafting inclusive solutions that ensure everyone—regardless of background or ability—has access to the wealth management tools they deserve.

Building Trust Through Transparent and Ethical Practices
We uphold the highest standards of integrity by honouring our responsibilities, addressing challenges directly, and actively seeking feedback to drive continuous improvement, fostering trust with every partnership.

Innovative and Technology-Driven Culture
We are committedto transform the financial landscape with cutting-edge technology and agile methodology, always staying ahead of the curve

Collaboration & Teamwork
Collaboration is our strength. Cross-functional teams unite to share knowledge, mentor one another, and build a thriving community where everyone grows together.

History: Born Inside the Industry, Built for What’s Next

Fintex started as a fintech venture to develop advisor-centric investment tools, culminating in a successful acquisition by RBC Global Asset Management. There, our team spent years embedded within one of Canada’s largest financial institutions modernizing legacy systems and scaling digital experiences from the inside out.

In 2023, we re-launched as an independent innovation partner, uniting strategy, design, and engineering to help wealth and asset managers reimagine how they serve clients.

We’re a team of experienced builders fluent in the language of wealth, translating industry complexity into intuitive, high-impact digital solutions.

Financial
Technology
Experts

Our How

Fintex combines deep financial expertise with a modern product mindset. Our cross-functional teams of strategists, designers, and engineers collaborate closely with clients to turn complex challenges into intuitive, scalable solutions. From early discovery to deployment, we focus on speed, precision, and long-term value.

Embedded Collaboration

We collaborate closely with financial institutions to identify their unique needs and challenges. Our tailored strategies facilitate a seamless transition to wealthtech, ensuring sustainable growth and enhanced client engagement.

Design-Led Thinking

We use research and prototyping to validate ideas quickly and often.

Tech-Driven Execution

Our engineers don’t just build; they shape the future of how wealth is delivered.

Iterate & Elevate

We deliver in sprints, refine continuously, and scale what works.

Ongoing Support

Post-transition, we continue to offer support and insights to optimize your new wealthtech solutions. Our commitment ensures that your institution remains competitive and agile in a rapidly evolving market.

Fintex Framework®

Fintex Framework: Expertise Meets Innovation

Learn Our Process

Fintex vs Traditional Alternatives

Consultancy or Wealthtech? Both.

	Speed	Quality	Experience	Agile	Scalable	Trust

Management Consultancy
Wealthtech Agency
In-house Team
Freelancers
White Lable Products

Our Why

We believe better technology leads to better financial outcomes, but only when it’s designed with people at the center. We’re here to transform wealth management into something more human, more intuitive, and more equitable.

Empowering Advisors, Teams, and Clients

We build tools that remove friction, enhance decision-making, and support stronger financial relationships.

Human-Centered Innovation

We prioritize the needs of real users to create not just what’s possible, but what’s meaningful.

Expanding Access to Wealth

The future of wealth management should be inclusive, accessible, and empowering for all. Fintex was designed with that vision in mind. We’re enabling those who once had no access to the tools of wealth creation to unlock their potential, break free from limitations, and build a future they control.

Mark Nicholson

Senior Vice President Client Experience, Marketing & Communications, Aviso

At Aviso, we've had the pleasure of partnering with Fintex on several strategic initiatives, including the development of our Advisor Hub and Investor Hub. Fintex has consistently proven to be a strong and reliable strategic partner, bringing a rare and valuable blend of expertise across wealth management, product strategy, technology, and digital delivery. What sets Fintex apart is their depth of knowledge in the space and their ability to move quickly with solutions. They have a remarkable talent for breaking down complex challenges into clear, actionable solutions, which has been instrumental in helping us deliver impactful outcomes. Their collaborative approach and deep understanding of our industry make them an exceptional partner, and we truly value the relationship we've built with them.

Chris H.

Technology Executive, Financial Services

The team showcases a deep understanding of wealth management and how to leverage technology to create value for clients, advisors and operations. They have a remarkable ability to build and integrate solutions to overcome the business challenges that financial institutions are facing today - all with a results oriented focus to create long term value.

Aharon Kagedan

Managing Director, Digital Wealth, Tangerine

Fintex and its founders have been my go-to partners for nearly a decade, building digital solutions for clients and the advisor community in Wealth Management. The team at Fintex is unique in that they bring outstanding development, solution architecture and system integration capabilities paired with expert domain knowledge and product management discipline - particularly, in wealth management. Fintex leadership and solution architects intimately understand business needs, allowing them to build digital solutions that truly stand out for your business and your clients. Fintex focuses equally on function and form and works intensively and constructively with internal technology teams to bring forward solutions that work, delight users and, importantly, will stand the test of time.

Sean Smith

Director, Investment Platform, BMO Private Wealth Client Solutions

The fee calculator tool has delivered exceptional value to our organization. Its intuitive design and simplicity have driven strong adoption among end users, making complex fee calculations efficient and accurate. The solution aligns seamlessly with current market dynamics, enabling us to operate with confidence and precision. Partnering with Fintex has been equally impressive. Their team is highly professional, flexible, and easy to work with. Their deep industry knowledge and experience ensured a smooth implementation and a solution tailored to our needs. We greatly appreciate their collaborative approach and look forward to continuing this successful partnership.

Our Future

Continuously evolving our tech stack PoC-driven approach to tech upgrades.

Leading, not following, the fintech curve Solving real reporting gaps with R&D

AI that frees our experts to innovate & boost efficiency Redefining wealthtech tools with AI-first solutions

Further.
Faster.
Together.

How can we help?

Tell us about your project. Let's collaborate and make great stuff.

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