FinX

FinX

Personalized AI-driven financial planning and investment guidance.

  • Edit
DateInvestorsAmountRound
*

$6.0m

Early VC
Total Funding000k
Notes (0)
More about FinX
Made with AI
Edit

FinX, founded by Harsh Agarwal, Shubham Bansal, and Aniket Singh, is a financial technology company dedicated to simplifying financial decision-making for individuals. The founders, all with engineering backgrounds, recognized a need for accessible and user-friendly financial guidance, which led to the creation of FinX. The company operates on the principle of leveraging artificial intelligence to provide personalized financial advice, traditionally available only to high-net-worth individuals.

The core of FinX's offering is a platform that assists users in creating comprehensive financial plans and managing their investment portfolios. The service caters to a broad market, including salaried professionals and young investors who are looking to optimize their financial health. Through its AI-powered system, FinX analyzes an individual's financial situation, risk tolerance, and goals to suggest suitable investment strategies and products, including mutual funds and insurance. The business model is centered on providing actionable, data-driven insights to facilitate informed financial choices.

Keywords: financial planning, investment guidance, AI finance, personal finance, portfolio management, wealth management, fintech, investment advisory, robo-advisor, mutual funds, financial health, risk assessment, goal-based investing, financial technology, investment strategies, financial decision-making, automated financial advice, individual investors

Analytics
Unlock the full power of analytics with a premium account
Track company size and historic growth
Track team composition and strength
Track website visits and app downloads

Investments by FinX

Edit
BSE Institute
ACQUISITION by FinX May 2025