Our Story
Leading Homegrown Financial Advisory Firm in Singapore
Since 2005, finexis has been more than just a financial services provider—we are lifelong confidantes, guiding clients through every stage of their financial journey.
As the largest and fastest growing independently-owned financial advisory firm in Singapore, we are proud to have over 900 consultants and staff, S$1.3 billion in assets under advisory, and strategic partnerships, that establish us as a market leader in personalized financial services.
We deliver tailored financial solutions in wealth management, investment planning, and risk management, all driven by our mission to impact lives beyond finance.
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Our Milestone
Licensed approved by MAS
Started operations in August 2005
Published our first book
To celebrate the success of our top producers
First financial firm to publish a full-fledged magazine ‘fi Adviser’
Featured on ‘Smart Inventor’ cover to commemorate our 4th Anniversary
Moved into the finexis building
Expanded B2B business regionally to South East Asia
Started serving the High-Net worth of South East Asia
finexis 10th year anniversary
New Office at One Raffles Quay
Only FA to have a grade A premium office in Singapore’s CBD area
Launch of Career Strategy Workshop
finTech Enabled
Launched digital intiatives to bring finexis into a new digital age
New home for finexians @ 20 Collyer Quay
New office concept post-covid
Cafe that opens to public!
100% adoption on eKYC!
Within a short 1.5 years
Launched of finConnect client mobile apps
Featured on Client’s financial hub on the go
Award achievement
“Most Innovative Homegrown Financial Advisory Firm” by the International Finance Awards!
Management Team
Our management team, a team of seasoned industry veterans and innovative leaders, forms the backbone of our supportive framework, empowering our financial consultants to deliver top-tier guidance.