Family Office · Melbourne, VIC, Australia
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 broad range of services including financial planning, tax advisory, business consulting, and insurance solutions. Findex is known for its integrated service model and has expanded through strategic acquisitions, positioning itself as one of the largest privately owned financial advisory firms in the region.
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Findex deploys privately-held capital. Cycles are short, decisions concentrated, and structures flexible (equity, convertible, revenue-share). Less brand premium, more underwriting on substance. Claude Fundraiser tracks Findex alongside 45,000+ other active investors, ranked weekly by recent-deal momentum, sector concentration, and partner activity.
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