Insights

Strong Market Position finexis advisory Pte Ltd is a leading financial advisory firm in Singapore with assets under advice nearing S$2 billion, supported by over 1,000 financial consultants and staff, indicating a robust presence and significant client base in the local market.

Diverse Product Partnerships The company partners with over 79 international fund houses, more than 19 major life insurers, and multiple banks, providing an extensive portfolio that can be tailored to meet a wide range of client financial needs, presenting opportunities for cross-selling financial products.

Integrated Technology Stack Utilizing modern cloud and web technologies such as AWS, OpenSSL, and Apache HTTP Server, finexis demonstrates a commitment to secure, scalable, and efficient digital solutions, which can be leveraged to offer innovative financial planning tools and personalized client experiences.

Financial Growth Potential With reported revenue between $250 million to $500 million and a strategic positioning in the local market, there are growth opportunities worth exploring in expanding client advisory services or introducing new financial products aimed at high-net-worth individuals and corporate clients.

Client-Centric Approach finexis emphasizes long-term planning and personalized advice through its 3i approach — Imagine, Implement, Involve — highlighting a focus on building trusted relationships, which can be a selling point for premium financial solutions and ongoing advisory services to high-value clients.

finexis advisory Pte Ltd Tech Stack

finexis advisory Pte Ltd uses 8 technology products and services including Amazon Web Services, Microsoft Excel, Modernizr, and more. Explore finexis advisory Pte Ltd's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Microsoft Excel
    Editors
  • Modernizr
    Javascript Libraries
  • Floating UI
    Javascript Libraries
  • CentOS
    Operating Systems
  • OpenSSL
    Web Server Extensions
  • Apache HTTP Server
    Web Servers
  • jQuery Waypoints
    Web Tools And Plugins

Media & News

finexis advisory Pte Ltd's Email Address Formats

finexis advisory Pte Ltd uses at least 1 format(s):
finexis advisory Pte Ltd Email FormatsExamplePercentage
First.Last@finexis.com.sgJohn.Doe@finexis.com.sg
50%
First.Last@finexis.com.sgJohn.Doe@finexis.com.sg
50%

Frequently Asked Questions

Where is finexis advisory Pte Ltd's headquarters located?

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finexis advisory Pte Ltd's main headquarters is located at 20 Collyer Quay, #01-02, Singapore, Singapore, Central Region 049319, SG. The company has employees across 3 continents, including AsiaNorth AmericaEurope.

What is finexis advisory Pte Ltd's phone number?

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You can contact finexis advisory Pte Ltd's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is finexis advisory Pte Ltd's official website and social media links?

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finexis advisory Pte Ltd's official website is finexis.com.sg and has social profiles on LinkedIn.

What is finexis advisory Pte Ltd's NAICS code?

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finexis advisory Pte Ltd's NAICS code is 52 - Finance and Insurance.

How many employees does finexis advisory Pte Ltd have currently?

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As of October 2025, finexis advisory Pte Ltd has approximately 899 employees across 3 continents, including AsiaNorth AmericaEurope. Key team members include Chief Executive Officer: W. L.Head Of Finance: K. N.Head Of Distribution: N. O.. Explore finexis advisory Pte Ltd's employee directory with LeadIQ.

What industry does finexis advisory Pte Ltd belong to?

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finexis advisory Pte Ltd operates in the Financial Services industry.

What technology does finexis advisory Pte Ltd use?

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finexis advisory Pte Ltd's tech stack includes Amazon Web ServicesMicrosoft ExcelModernizrFloating UICentOSOpenSSLApache HTTP ServerjQuery Waypoints.

What is finexis advisory Pte Ltd's email format?

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finexis advisory Pte Ltd's email format typically follows the pattern of First.Last@finexis.com.sg. Find more finexis advisory Pte Ltd email formats with LeadIQ.

When was finexis advisory Pte Ltd founded?

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finexis advisory Pte Ltd was founded in 2005.

finexis advisory Pte Ltd

Financial ServicesSingapore501-1000 Employees

Since our incorporation in 2005, finexis has become a leading homegrown financial advisory firm in Singapore licensed by the Monetary Authority of Singapore, with assets under advisory of almost S$2 billion. Our strategic partnerships, extensive portfolio of leading financial solutions, and the strength of more than 1,000 financial consultants and support staff have enabled us to become a market leader in the field of specialised financial services.

finexis advisory Pte Ltd provides more than just financial advisory services – we cover a range of financial needs throughout your lifetime. Think of us as lifelong financial confidantes – always there to help apply broad-based solutions in thoughtful and meaningful ways.

Our Philosophy 
At finexis, we think of ourselves as more than financial consultants. We advise people on some of life’s most important concerns. Simply because, money lies in the heart of many areas of our lives – from taking care of our basic needs to fulfilling higher aspirations.

With a goal to create a lasting positive influence on every life we touch, we listen to what our clients have to say and design our solutions to complement their needs.  We want to impact lives beyond finance.

Our Partners
finexis offers a range and depth of products and services that can assist in fulfilling our clients’ unique needs. We are in partnership with over 79 international fund houses offering more than 2,000 professionally managed funds, more than 19 major life insurers, more than 32 general insurers, 4 investment platforms, and 16 banks via our mortgage partners.

Our Promise
finexis believes in providing our clients with not merely the hardware of products, but also with a complete financial experience through quality long-term planning and sound advice. The finexis 3i approach
Imagine. Implement. Involve is a step-by-step guideline that covers the entire client consultation process.

Section iconCompany Overview

Headquarters
20 Collyer Quay, #01-02, Singapore, Singapore, Central Region 049319, SG
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2005
Employees
501-1000

Section iconMedia & News

Section iconFunding & Financials

  • $250M$500M

    finexis advisory Pte Ltd's revenue is estimated to be in the range of $250M$500M

Section iconFunding & Financials

  • $250M$500M

    finexis advisory Pte Ltd's revenue is estimated to be in the range of $250M$500M

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