Personal Finance Management

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Empala is a financial wellbeing service that helps to bridge the payday gap.

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Lilardia Capital is both a market place and an enterprise application software provider to Financial institutions, Corporates, Small and Medium Size (SME) and Micro Businesses.

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imple2Trade is a SaaS platform that helps capital markets industry players

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Bondlinc is a Fintech company that aims to provide financial institutions a platform for bond trading. Bondlinc’s vision is an improved and automated bond market experience for end clients, financial institutions, and private banks.

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GSG Pathfinder is a digital asset managed account platform aimed at HNW investors. Pathfinder integrates the best-in-class fintech innovations across trading, operations, compliance and accounting

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Lumiq is a comprehensive wealth management platform that automates smart asset allocation, optimisation and tracking.
We provide institutional grade tools that cover investment risk, return and probability of loss, and make it easy for advisors to track goals – for portfolios or a person’s life goals.

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360F enables data-driven and scalable advisory in life insurance and wealth management with intelligent automation and scientific engagement.

Its flagship 360-ProVestment® is the world’s first-ever A.I product recommendation engine for life protection and wealth management needs, enabling advisors and agents to help their customers achieve the optimal financial well-being.

Euro Asia Alternative provides alternative investments sourcing, platform, consultation and services.

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Syfe is a MAS-licensed Wealth Manager offering professionally managed portfolios for everyone.

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Arca Property Risk Management a property risk transfer platform.

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Shenton Brokers is a marketplace to compare and buy insurance policies, all commission-free.

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Pacific Trustees (Singapore) Ltd is an independent trust company duly licensed by the Monetary Authority of Singapore under Trust Companies Act (Cap 336).

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Barclays is a transatlantic Consumer, Corporate and Investment Bank.

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BTO developed a solution that upgrades financial planning to become holistic life-planning.

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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 the range and depth of products and services that can assist in fulfilling our clients’ unique needs. We are in partnership with over 30 international fund houses offering more than 400 professionally managed funds, more than 8 major life insurers, more than 18 general insurers, 2 investment platforms and 7 international banks.

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.

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Citi has been in Singapore since 1902 and is represented in nearly every asset class. Citi Singapore is the largest foreign banking employer in Singapore, and it is home to strategically important hubs, Innovation Labs and the Asia Pacific Citi Service Centre (CSC).

We have businesses with client-focused capabilities, such as the Global Subsidiaries Group (Asia), Citi Private Bank (Global), and International Personal Bank (Global); product-focused innovation hubs, such as Global Consumer Bank, the ASEAN Investment Banking Hub, Markets Hub, and the Treasury and Trade Services (TTS) Hub; Innovation Labs, such as the Citi Innovation Lab (TTS) and the Consumer Innovation Lab; and the Asia Pacific Citi Service Centre (CSC) at Changi Business Park.

Citibank Singapore is built around three key business lines: (1) wealth management products and services, including investments, insurance, deposits and treasury products; (2) unsecured products such as credit cards and personal line of credit, and (3) secured products covering housing loans and share financing.

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We are a fintech providing Hulgrave Rankings to money managers who are proud to distribute Hulgrave to their clients.

Hulgrave is an independent and clear score that eliminates information asymmetry between clients and money managers.

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Kina Bank is a diversified financial services provider in Papua New Guinea, offering customers end-to-end financial solutions, from savings accounts to small business loans, investments to mortgages, stockbroking and financial advice, investment management and fund administration.

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