Family Office
Findex
Melbourne, VIC, Australia
Type
Family Office
Check size
n/a
Verticals
accounting, business advisory, wealth management
Investment thesis
Findex is an Australian-based financial services company founded in 1987, specializing in wealth management, accounting, and advisory services for individuals, businesses, and institutions. Headquartered in Melbourne, Findex operates a network of offices across Australia and New Zealand, employing over 3,000 professionals. The company offers a comprehensive suite of services including financial planning, tax advisory, business consulting, and insurance solutions. Findex is known for its integrated service model and has achieved significant growth through acquisitions and expansion in the Asia-Pacific region. Recent developments include continued investment in digital solutions to enhance client experience and operational efficiency.
Investment focus
Business models
services
Customer segments
SMB, Mid-market, Enterprise, Consumer
Geography
APAC
Links
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