The All-In-One Platform for Investment Professionals
The All-In-One Platform for Investment Professionals
Fincnx is your one-stop hub for all financial tools, seamlessly API-integrated into a customizable, user-friendly homepage.
Fincnx is your one-stop hub for all financial tools, seamlessly API-integrated into a customizable, user-friendly homepage.
Our Key Features
Our Key Features
Our Key Features
Our Key Features
Customizable and Intuitive
Customizable and Intuitive
Customizable and Intuitive
Customizable and Intuitive
Streamlined advisor workflow with customizable menu of their most used tools, compliance and company resources.
Data Ownership
Data Ownership
Data Ownership
Data Ownership
Data is hosted on your own servers, ensuring full control and compliance.
Custom Hosted LLM
Custom Hosted LLM
Custom Hosted LLM
Custom Hosted LLM
Trained AI tool utilizing the institutions internal documentation/resources
Communication at Scale
Communication at Scale
Communication at Scale
Communication at Scale
Real-time feed updated with corporate communications, collective strategy and management generated content.
Fidelity found that tech-forward firms had a higher average client growth rate (20% compared with 8%) and double the average assets under management growth rate (22% compared with 11%).
Fidelity found that tech-forward firms had a higher average client growth rate (20% compared with 8%) and double the average assets under management growth rate (22% compared with 11%).
Empower Your Advisors
Give your advisors the tools they need to streamline inefficient workflows, reduce operational costs and enhance communication across teams.
01
Knowledge Sharing
Foster collaboration through dedicated discussion groups and a secure social intranet.
01
Knowledge Sharing
Foster collaboration through dedicated discussion groups and a secure social intranet.
01
Knowledge Sharing
Foster collaboration through dedicated discussion groups and a secure social intranet.
01
Knowledge Sharing
Foster collaboration through dedicated discussion groups and a secure social intranet.
02
Market Data
Reduce the need for advisors to spend thousands of dollars on 3rd party software for real-time market data & news.
02
Market Data
Reduce the need for advisors to spend thousands of dollars on 3rd party software for real-time market data & news.
02
Market Data
Reduce the need for advisors to spend thousands of dollars on 3rd party software for real-time market data & news.
02
Market Data
Reduce the need for advisors to spend thousands of dollars on 3rd party software for real-time market data & news.
03
Navigation Efficiency
Easy access to critical softwares from one dashboard. Say goodbye to overwhelming windows and constant logins.
03
Navigation Efficiency
Easy access to critical softwares from one dashboard. Say goodbye to overwhelming windows and constant logins.
03
Navigation Efficiency
Easy access to critical softwares from one dashboard. Say goodbye to overwhelming windows and constant logins.
03
Navigation Efficiency
Easy access to critical softwares from one dashboard. Say goodbye to overwhelming windows and constant logins.
04
Corporate Support
Streamlined distribution of information and resources for collective execution of strategy.
04
Corporate Support
Streamlined distribution of information and resources for collective execution of strategy.
04
Corporate Support
Streamlined distribution of information and resources for collective execution of strategy.
04
Corporate Support
Streamlined distribution of information and resources for collective execution of strategy.
Why Professionals Choose Fincnx
"Having all financial tools integrated into one seamless platform is incredible, saving hours each week."
"Having all financial tools integrated into one seamless platform is incredible, saving hours each week."
Salim D.
"Fincnx makes it easy to disseminate updates and ensure our advisors have the resources they need to succeed."
"Fincnx makes it easy to disseminate updates and ensure our advisors have the resources they need to succeed."
Steve C.
"Fincnx would definitely be a huge selling point for recruiting top talent, setting us apart from competitors stuck with clunky legacy systems."
"Fincnx would definitely be a huge selling point for recruiting top talent, setting us apart from competitors stuck with clunky legacy systems."
James M.
"This is a must-have for anyone in the financial industry. By centralizing all the tools and providing real-time updates, it’s a huge a time-saver. I can focus more on my clients and less on navigating between platforms."
"This is a must-have for anyone in the financial industry. By centralizing all the tools and providing real-time updates, it’s a huge a time-saver. I can focus more on my clients and less on navigating between platforms."
William S.
"Fincnx is incredibly intuitive and easy to use. From the clean design to the thoughtful features, everything is built to make our workflows simpler and more productive. I can’t imagine going back to the old way of working."
"Fincnx is incredibly intuitive and easy to use. From the clean design to the thoughtful features, everything is built to make our workflows simpler and more productive. I can’t imagine going back to the old way of working."
Matt R.
"Fincnx is not just a platform—it’s a complete workspace for financial professionals."
"Fincnx is not just a platform—it’s a complete workspace for financial professionals."
David M.
"Having all financial tools integrated into one seamless platform is incredible, saving hours each week."
Salim D.
"Fincnx makes it easy to disseminate updates and ensure our advisors have the resources they need to succeed."
Steve C.
"Fincnx would definitely be a huge selling point for recruiting top talent, setting us apart from competitors stuck with clunky legacy systems."
James M.
"This is a must-have for anyone in the financial industry. By centralizing all the tools and providing real-time updates, it’s a huge a time-saver. I can focus more on my clients and less on navigating between platforms."
William S.
"Fincnx is incredibly intuitive and easy to use. From the clean design to the thoughtful features, everything is built to make our workflows simpler and more productive. I can’t imagine going back to the old way of working."
Matt R.
"Fincnx is not just a platform—it’s a complete workspace for financial professionals."
David M.
Meet The Team
Meet The Team
Meet The Team
Meet The Team
Laurent Benezra
Founder & CEO
Laurent Benezra
Founder & CEO
Laurent Benezra
Founder & CEO
Laurent Benezra
Founder & CEO
Jordan Meyler
CTO
Jordan Meyler
CTO
Jordan Meyler
CTO
Jordan Meyler
CTO
Matt Karpman
CRO
Matt Karpman
CRO
Matt Karpman
CRO
Matt Karpman
CRO
Jia Yun Zhao
Lead UI/UX
Jia Yun Zhao
Lead UI/UX
Jia Yun Zhao
Lead UI/UX
Jia Yun Zhao
Lead UI/UX
Steven Corsi
Special Advisor
Steven Corsi
Special Advisor
Leonard Meloff
Board Advisor
Leonard Meloff
Board Advisor
What is Fincnx?
Who is Fincnx for?
Why was Fincnx created?
What does Fincnx offer?
How does Fincnx ensure data security?
Frequently Asked Questions
Frequently Asked Questions
Find answers to common questions about our platform and services.
Find answers to common questions about our platform and services.
What is Fincnx?
Who is Fincnx for?
Why was Fincnx created?
What does Fincnx offer?
How does Fincnx ensure data security?
What is Fincnx?
Who is Fincnx for?
Why was Fincnx created?
What does Fincnx offer?
How does Fincnx ensure data security?
Frequently Asked Questions
Find answers to common questions about our platform and services.
Find answers to common questions about our platform and services.
What is Fincnx?
Who is Fincnx for?
Why was Fincnx created?
What does Fincnx offer?
How does Fincnx ensure data security?
What is Fincnx?
Who is Fincnx for?
Why was Fincnx created?
What does Fincnx offer?
How does Fincnx ensure data security?
Frequently Asked Questions
Find answers to common questions about our platform and services.
Find answers to common questions about our platform and services.
What is Fincnx?
Who is Fincnx for?
Why was Fincnx created?
What does Fincnx offer?
How does Fincnx ensure data security?
What is Fincnx?
Who is Fincnx for?
Why was Fincnx created?
What does Fincnx offer?
How does Fincnx ensure data security?
The All-In-One Platform for Investment Professionals
Fincnx is your one-stop hub for all financial tools, seamlessly API-integrated into a customizable, user-friendly homepage.
Trusted by Leading Real Estate Companies Worldwide
Connect to Content
Add layers or components to infinitely loop on your page.
The All-In-One Platform for Investment Professionals
Fincnx is your one-stop hub for all financial tools, seamlessly API-integrated into a customizable, user-friendly homepage.
Trusted by Leading Real Estate Companies Worldwide
Connect to Content
Add layers or components to infinitely loop on your page.
Ready to Gain a Competitive Edge?
Schedule a call with our CEO, Laurent Benezra
Ready to Gain a Competitive Edge?
Schedule a call with our CEO, Laurent Benezra
Ready to Gain a Competitive Edge?
Schedule a call with our CEO, Laurent Benezra