Learn all about Kapitas latest investment in Findex!
We at Kapita Investment Group are excited to share that we have invested in Findex, a platform that helps investors track and manage all their assets in one place. As part of this investment, Kapita has also secured a seat on Findex’s board, ensuring active involvement in the company’s future direction and growth.
Managing different types of investments can be complicated, and we believe Findex makes it easier. The platform provides a simple way to keep track of all assets, from stocks and real estate to crypto and collectibles.
Our decision to invest in Findex aligns with our mission to empower investors with innovative tools that facilitate smarter financial decisions. By leveraging open banking and seamless integrations, Findex offers a comprehensive and automated solution for managing diversified portfolios. Instead of juggling spreadsheets and multiple accounts, users get a complete overview of their portfolio in one place.
We see tremendous potential in the platform to revolutionize investment management by democratizing access to private banking experiences and eliminating the administrative burden of tracking multiple asset classes - Marc Rasouki, CEO of Kapita Investment Group
Beyond being an investor, Kapita will also integrate Findex’s services into own operations to enhance our portfolio management and investor relations. By incorporating Findex’s platform, we will improve our ability to monitor asset performance, streamline investment tracking, and provide more insightful financial analysis to our stakeholders. This means we can focus more on making informed investment choices rather than spending time on administration. Thus, the partnership represents a significant step towards modernizing asset management and fostering transparency within the investment landscape.
Founded in Gothenburg 2022, Findex provides investors with a centralized hub for tracking assets, optimizing portfolios, and accessing exclusive investment opportunities. Through its intuitive interface, users can connect their financial assets, upload essential documents, and make informed investment decisions with real-time insights. As Findex continues to build an expanding ecosystem — including investor matchmaking and relations — it further enhances its value proposition. Our investment in Findex is part of our commitment to supporting tools that simplify investing.
We’re excited to be part of their journey and look forward to seeing how the platform evolves. - Marc Rasouki, CEO of Kapita Investment Group
Beyond being an investor, Kapita will also utilize Findex’s services to enhance its own portfolio management and investor relations. By incorporating Findex’s platform, Kapita aims to improve its ability to monitor asset performance, streamline investment tracking, and provide more insightful financial analysis to its stakeholders. This partnership represents a significant step towards modernizing asset management and fostering transparency within the investment landscape.
For more information about Findex and how it is revolutionizing investment portfolio management, visit Findex’s website.
.svg)