Finix was founded by a few colleagues who worked together side-by-side for many years on a number of large and small initiatives. We collectively represent close to 100 years of detailed and senior-level business and technology experience. Our vast expertise is extended in a number of industries and disciplines within those industries. We have worked within the Financial Services industry (Brokerage, Investment Management, Mutual Funds, etc.) managing and advising in all aspects of the business, technology, M&A and operations. We played a significant role in the successful business expansion of our clients and were able to make a difference.
The foundation for Finix is based on a value-add proposition for our clients. We only take on assignments where we believe we can add value and make an impact. Our approach is to fully understand our clients’ needs and challenges, study their businesses, examine their internal and external environments, and then work with the management to devise appropriate strategies and plans to address their needs and challenges.
Furthermore, with our superior management skills and a disciplined approach to Project Management, we can assist our clients to execute their plans and strategies, large or small, on-time and on-budget. We have access to the best Subject Matter Experts to ensure maximum quality, best approach and successful results.
We serve CEOs, COOs, CIOs, CCOs, Fund Boards, and Private Equity firms operating in the intersection between the finance and technology sectors. Finix focuses on business strategy, operational restructuring, due diligence, Mutual Funds Advisory and technology strategy for our clients.
