Large advisory footprint Finexis Advisory is a licensed Singapore financial services firm with 501-1000 employees and over 1,000 financial consultants, presenting a substantial channel for cross-sell of financial products and bundled advisory services.

AUM and revenue scale With assets under advisory nearing S$2 billion and annual revenue in the half to one billion USD range, there is a proven financial capacity to engage in higher-margin product suites and multi-year planning engagements.

Broad product partnerships The firm maintains partnerships with over 79 international fund houses, 19 major life insurers, 32 general insurers, multiple investment platforms, and mortgage partners, enabling scalable cross-selling opportunities across investments, protection, and lending.

Tech-enabled advisory Existing tech stack including Tableau, AWS, Zoho, Google Analytics and other tools supports data-driven client targeting, performance tracking, and scalable digital engagement for sales campaigns and personalized solutions.

Growth and expansion signals As a market leader with a long-standing presence since 2005 and a sizable consultant network, Finexis is well-positioned to pursue partnerships, white-label offerings, or co-branded financial education programs to expand market reach.