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Insights

Market Expansion FNEX's recent launch of the FNEX Alternatives Market demonstrates a strategic move to offer wealth managers access to curated alternative investment opportunities, indicating an opportunity to collaborate on expanding distribution channels and enhancing product offerings.

Tech-Driven Solutions With an impressive technology stack including AWS, Marketo, and Cloudflare Bot Management, FNEX emphasizes fintech-enabled services, suggesting potential for integrating advanced digital solutions or expanding tech partnerships to improve client engagement and operational efficiency.

Leadership Growth The appointment of Bobby Dalzell as President highlights a focus on strengthening leadership to drive growth, creating opportunities to introduce strategic consulting services or personalized financial products tailored for institutional clients and family offices.

Investment Focus FNEX's specialization in private securities, alternative markets, and investment banking indicates potential sales opportunities in bespoke financial advisory services, liquidity solutions, or compliance offerings for institutional and high-net-worth clients encountering evolving regulatory demands.

Size and Revenue Operating with 11-50 employees and generating up to $25 million in revenue, FNEX presents a target for scalable solutions in fintech, compliance, and sophisticated investment platforms aimed at supporting growth and operational resilience within a competitive landscape.

FNEX Tech Stack

FNEX uses 8 technology products and services including Google Ads, Social Snowball, Amazon Web Services, and more. Explore FNEX's tech stack below.

  • Google Ads
    Advertising
  • Social Snowball
    Affiliate Advertising Networks
  • Amazon Web Services
    Cloud Hosting
  • yepnope.js
    Javascript Frameworks
  • Tidio
    Live Chat
  • Marketo
    Marketing Automation
  • Cloudflare Bot Management
    Security
  • Apache HTTP Server
    Web Servers

FNEX's Email Address Formats

FNEX uses at least 1 format(s):
FNEX Email FormatsExamplePercentage
FLast@fnex.comJDoe@fnex.com
91%
FiLast@fnex.comJoDoe@fnex.com
5%
First@fnex.comJohn@fnex.com
4%

Frequently Asked Questions

Where is FNEX's headquarters located?

Minus sign iconPlus sign iconFNEX's main headquarters is located at Indianapolis, Indiana United States. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is FNEX's phone number?

Minus sign iconPlus sign icon You can contact FNEX's main corporate office by phone at
+1-888-580-****
. 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 FNEX's official website and social media links?

Minus sign iconPlus sign iconFNEX's official website is fnex.com and has social profiles on LinkedInCrunchbase.

What is FNEX's NAICS code?

Minus sign iconPlus sign iconFNEX's NAICS code is 52 - Finance and Insurance.

How many employees does FNEX have currently?

Minus sign iconPlus sign iconAs of April 2026, FNEX has approximately 48 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Regional Vice President: F. C.Managing Director: E. K.Private Securities & Secondary Market Deals: B. K.. Explore FNEX's employee directory with LeadIQ.

What industry does FNEX belong to?

Minus sign iconPlus sign iconFNEX operates in the Financial Services industry.

What technology does FNEX use?

Minus sign iconPlus sign iconFNEX's tech stack includes Google AdsSocial SnowballAmazon Web Servicesyepnope.jsTidioMarketoCloudflare Bot ManagementApache HTTP Server.

What is FNEX's email format?

Minus sign iconPlus sign iconFNEX's email format typically follows the pattern of FLast@fnex.com. Find more FNEX email formats with LeadIQ.

How much funding has FNEX raised to date?

Minus sign iconPlus sign icon As of April 2026, FNEX has raised $1M in funding. The last funding round occurred on Mar 19, 2014 for $1M.

When was FNEX founded?

Minus sign iconPlus sign iconFNEX was founded in 2012.

FNEX

Financial ServicesIndiana, United States11-50 Employees

Powered by over 160 investment bankers and financial professionals.

FNEX is a global leader in Private Securities transaction and investment banking, having completed more than $15B in transactions in the last 5 years.

A global leader in private stock liquidity solutions for institutional investors. FNEX provides institutional access and liquidity solutions to a global market of leading private companies.

๐—ฃ๐—ฅ๐—œ๐—ฉ๐—”๐—ง๐—˜ ๐—ฆ๐—˜๐—–๐—จ๐—ฅ๐—œ๐—ง๐—œ๐—˜๐—ฆ: FNEX Provides clients access to the Private Securities Market. 

๐—”๐—Ÿ๐—ง๐—˜๐—ฅ๐—ก๐—”๐—ง๐—œ๐—ฉ๐—˜๐—ฆ ๐— ๐—”๐—ฅ๐—ž๐—˜๐—ง: FNEX provides wealth advisors with access to curated alternative investments.

๐—œ๐—ก๐—ฉ๐—˜๐—ฆ๐—ง๐— ๐—˜๐—ก๐—ง ๐—•๐—”๐—ก๐—ž๐—œ๐—ก๐—š: FNEX provides strategic M&A advisory services to institutions, business owners and family offices.

๐—–๐—ข๐— ๐—ฃ๐—Ÿ๐—œ๐—”๐—ก๐—–๐—˜ ๐—ฆ๐—˜๐—ฅ๐—ฉ๐—œ๐—–๐—˜๐—ฆ: FNEX provides turn-key broker-dealer registration and compliance for institutions and individual brokers.

๐—™๐—ก๐—˜๐—ซ ๐—ช๐—˜๐—”๐—Ÿ๐—ง๐—›: A multi-family office and wealth management firm offering holistic financial planning and estate strategy.

๐—ฆ๐—˜๐—– ๐Ÿญ๐Ÿฑ๐—ฎ-๐Ÿฒ ๐—–๐—›๐—”๐—ฃ๐—˜๐—ฅ๐—ข๐—ก๐—œ๐—ก๐—š: FNEX partners with non-US fund distributors to offer US regulatory coverage.

Section iconCompany Overview

Headquarters
Indianapolis, Indiana United States
Phone number
+1-888-580-****
Website
fnex.com
NAICS Code
52 - Finance and Insurance
Founded
2012
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $1M

    FNEX has raised a total of $1M of funding over 1 rounds. Their latest funding round was raised on Mar 19, 2014 in the amount of $1M.

  • $10M$25M

    FNEX's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $1M

    FNEX has raised a total of $1M of funding over 1 rounds. Their latest funding round was raised on Mar 19, 2014 in the amount of $1M.

  • $10M$25M

    FNEX's revenue is estimated to be in the range of $10M$25M

Company Leadership

  • Stylized image of a person
    F. C.
    Regional Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. K.
    Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. K.
    Private Securities & Secondary Market Deals
    Phone icon
    Mobile Phone
  • Stylized image of a person
    H. G.
    Registered Representative/M&a Advisory
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. N.
    Registered Representative
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    J. P.
    Private Company Secondary Transactions, Private Market Fund Placement, Direct Investments
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. P.
    Registered Representative
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. P.
    Real Estate Private Equity Capital Advisor | Registered Representative, Fnex Capital
    Phone icon
    Mobile Phone

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