Finom

wealthtech (retail)personal finance management

STATUS: Closed
FOUNDING YEAR: 2012
LOCATION: United States
Last Update: 01/05/2020

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About

Finom is an online platform that enables users to find and hire investment advisors suiting their specific financial circumstances, investment goals, and interpersonal preferences. All the profiles listed on the platform are screened based on the users’ specific investment profiles and preferences. It also enables users to see how their investments would have performed under each advisor’s management.

Focus

PRODUCTS & SERVICES

Tax advisory; estate planning; retirement planning; retirement plan management; insurance provision; legal advice; accounting and tax preparation; investment banking; corporate advisory; and private capital provision. Helps individuals to find, meet, and hire the best investment adviser for specific financial circumstances, investment goals, and interpersonal preferences.

REVENUE MODEL

The company generates revenue from the adviors i.e solicitation fee,if a users selects investor from their portal , the company charges fee from the advisor.

COMMENT

Transparency and institutional rigor to the adviser search and selection process and objective, personalized, data-driven.

People

FOUNDERS

Aziz Lalljee

David Gomel

BOARD MEMBERS AND ADVISORS

Lubos Pastor

NUMBER OF EMPLOYEES

1-10

Momentum

FUNDED

NO

LISTED

NO

BASICS

STATUS:

Closed

FOUNDING YEAR:

2012

LOCATION:

United States

Views:

16 VISITORS | 24 VIEWS
TOTAL EMPLOYEES
1-10

About

Finom is an online platform that enables users to find and hire investment advisors suiting their specific financial circumstances, investment goals, and interpersonal preferences. All the profiles listed on the platform are screened based on the users’ specific investment profiles and preferences. It also enables users to see how their investments would have performed under each advisor’s management.

Subscribe to the MEDICI Inner Circle Membership and gain access to an exclusive Slack community where you can engage in discussions with global industry experts!

Focus+
Momentum+
People+
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