Company Overview
- Headquarters
- 541 Jefferson Avenue, Redwood City CA
- Website
- finalytix.com
- Employees
- 9
- Founded in
- 2014
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is FINALYTIX INC
FINALYTIX INC is an independent consultancy firm located in Redwood City, California. Established as a five-employee entity, FINALYTIX INC boasts a revenue stream of $2.5 million. FINALYTIX INC specializes in providing wealth management solutions tailored for Family Offices and Ultra-High Net Worth Individuals (UHNWIs). Leveraging proprietary technology, they offer global wealth consolidation, monitoring, and reporting, ensuring clients' assets are effectively preserved and grown. Their focus lies in aligning with clients' risk appetite, financial goals, and existing banking and investment management relationships. FINALYTIX INC distinguishes itself through its independent status, ensuring unbiased advice free from conflicts of interest. Their team comprises experienced professionals with expertise in Investment Management, Private Equity, Wealth Management, Private Banking, and Strategy, enabling them to provide comprehensive asset allocation, financial planning, and wealth management strategies. Clients can connect with FINALYTIX INC via their website: finalytix.com.
FINALYTIX INC Industry Tags
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