Indyfin

Indyfin has reinvented the way people search for, explore, and connect with independent financial advisors.

General Information
Company Name
Indyfin
Founded Year
2018
Location (Offices)
Dallas, United States +1
Founders / Decision Makers
Number of Employees
1
Industries
Financial Services, Fintech, Wealth Management
Funding Stage
Seed
Social Media

Indyfin - Company Profile

Indyfin is a disruptive player in the financial services, fintech, and wealth management industries, offering an innovative investor experience platform. Founded in 2018, the company has quickly gained attention with its slogan "Indyfin has reinvented the way people search for, explore, and connect with independent financial advisors."

With a recent $3.04M Seed Round investment on 20 May 2021 from Neon Fund, Indyfin is poised for expansion. The platform, which hosts over 200,000 financial advisors in the United States, aims to simplify the process of finding and engaging with the right advisor. Its advisor search, investor matchmaking, and detailed advisor profiles provide a user-friendly, comprehensive approach, all of which are offered at no cost to the consumer. This unique value proposition could potentially disrupt the traditional wealth management landscape, making Indyfin a startup to watch in the financial technology space.

Taxonomy: Financial Advisor Search, Investor Matchmaking, Financial Advisor Communication, Investment Expertise, Personality Analysis, Risk Profile Analysis, Occupational Background Analysis

Funding Rounds & Investors of Indyfin (1)

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Funding Stage Amount No. Investors Investors Date
Seed Round $3.04M 1 20 May 2021

Latest News of Indyfin

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No recent news or press coverage available for Indyfin.

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