finexis advisory Pte Ltd
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.
Finalix is a consulting boutique with a focus on the financial industry.
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Our technology consulting professionals average 15+ years of technical experience, with deep industry knowledge. We’re well versed in the latest IT solutions.
We form a strong partnership with our clients to deliver solutions to their business problems.
FINESSE is a Singapore-based Fintech Company, focusing on B2B2C Digital Wealth Solutions for Financial Institutions to digitalize their platforms to power their businesses.
Our Product Solutions accommodate a variety of businesses and are tailored to segment-specific client groups.
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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.
fundMyLife is a web platform that intelligently connects users with right financial advisers based on their financial planning questions. Their proprietary algorithm ensures that users’ questions are matched with the most suitable financial adviser based on their specialisation. fundMyLife features adviser profiles and client reviews and to empower users to make sound financial decisions confidently.
is a Digital Transformation Consulting and Implementation Company.
Sandeep is CEO and Cofounder of Global ScaleUp, HQ in Singapore, a company helping scale and provide market access or startups. He is also Founder and CEO of Tivre, an enterprise mobility company. He is an angel investor / mentor / advisor to new age startups in AI, IOT, Blockchain, Healthtech etc and helps them in strategy and global market access through partnerships and industry ecosystems.
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GoalsMapper™️ leverage on smart technology to allow advisers to take in consumer’s financial information and present them in simple-to-understand and powerful charts. Because information, scenarios and recommendations are continuously computed in the background, consultants and consumers can focus their time on more effective discussions and better planning experience.
Furthermore, the high detailed and accuracy of the GoalsMapper™️ charts allows consultants to assist clients to plan out multiple financial goals and multiple life scenarios to ensure that they are prepared for their financial future and make smarter financial decisions.
GoalsMapper™️ is committed to the digitalization of the financial advisory industry. At the same time, we believe this is still a people-centric industry. By empowering the financial consultants with a powerful planning and client-facing solution, it increases their professionalism, value offering and credibility to the client.
Visit https://www.GoalsMapper.com to know us more.
GoodWhale was created to make financial literacy inclusive and easily accessible to all.
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CO-CREATION
We partner with developers, enterprises, and investors to facilitate solutions and drive adoption.
CONSULTING
We provide personalized recommendations using sophisticated insights from our network of domain experts and deep research.
CORPORATE TRAINING
We enable capabilities in new economy skillsets to empowering you to win in the new competitive landscape.
Hive Up is a platform created to empower each individual in achieving their own version of financial freedom in a fun and unintimidating approach. With the right knowledge and tools, we believe you can make better-informed decisions as you increase in confidence and gain more control of your financial journey.
Hive up was acquired by Prive on Jan 2019
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HPEFS provides investment and lifecyle strategies to accelerate digital transformation
We are part of Informa PLC, a leading international events, intelligence & scholarly research group.
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Be Inspired, Be Empowered & Embrace The Change
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Strategic consultancy focused on the Asia Pacific fintech industry.
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