Finaplex
Financial Software · California, United States · 51-200 Employees
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Overview
Headquarters
100 Bush St Ste 1450, San Francisco, Cal...Phone Number
(415) 490-2200Website
www.finaplex.comRevenue
$17.9 MillionIndustry
About Finaplex
Finaplex is focused on providing technology solutions to financial services firms that improve client loyalty and generate added revenue by more efficiently and professionally advising and serving their clients. Finaplex's goal is to help leading financial institutions deliver more to their wealth management clients and, as a result, realize increased market share and competitive advantage. Finaplex was founded in March of 2000 by three financial industry executives seeking to address a pressing business problem in the retail financial services industry. Based in San Francisco, Finaplex is today an emerging leader in providing wealth management and retail investment technology solutions. In addition to creating and offering market-leading products for wealth relationship management, the company is also actively involved in defining the role of how technology is applied to wealth management.Explore more
Finaplex Org Chart
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Finaplex Tech Stack
A closer look at the technologies used by Finaplex
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Frequently Asked Questions Regarding Finaplex
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Finaplex is focused on providing technology solutions to financial services firms that improve client loyalty and generate added revenue by more efficiently and professionally advising and serving their clients. Finaplex's goal is to help leading financial institutions deliver more to their wealth management clients and, as a result, realize increa... Read More
