Finfix
Online family office platform for consolidating and managing personal finances in Israel.
Company Overview
Snapshot
Founded in May 2025, Finfix operates with 1–10 employees, providing an online family office platform. The company is currently in the Pre-Funding stage.
Business overview
Finfix offers an online "family office" platform designed to consolidate and manage personal finances for customers in Israel. Its core technology facilitates data collection from various financial institutions, presenting it through a personal dashboard. The platform supports analysis and planning with licensed professionals, covering areas such as pensions, savings, insurance, loans, mortgages, retirement planning, and tax refunds. Finfix positions itself as a secure, consent-based solution for reviewing financial assets and documents, translating them into actionable recommendations and ongoing monitoring within the Fintech & Insurtech sector, specifically focusing on Personal Finance Management.
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- What is Finfix's primary offering?
- Finfix provides an online "family office" platform that consolidates a customer's financial information into one place and supports analysis and planning with licensed professionals.
- When was Finfix founded?
- Finfix was founded in May 2025.
- What services does Finfix's platform include?
- The service includes data collection from financial institutions, a personal dashboard, and advisory sessions covering pensions and savings, insurance coverage, loans/mortgages, retirement planning, and tax refunds.
- In which country does Finfix primarily operate?
- Finfix is headquartered in Israel, with an address in Petah Tikva.
- What is Finfix's current funding stage?
- Finfix is currently in the Pre-Funding stage, indicating that it has not yet raised external capital from investors.