Impacting Lives Beyond Finance

Founded in 2005, finexis has grown into one of Singapore’s leading homegrown financial advisory firms built on trust, integrity, and the belief that financial advice should always put people first.

From the beginning, our focus has never been on products, but on people. We are proud of our independent heritage, where every decision and every strategy is guided by one principle: doing what’s best for our clients.

We hold ourselves to the highest standards of care and we continuously invest in our people. Our financial consultants are empowered with the right tools, training, and insights to deliver advice that is unbiased, personalised, and purposeful.

This commitment allows us to help clients make informed decisions with clarity and confidence, decisions that create meaningful impact on their lives, families, and financial well-being today and for generations to come.

Our Milestones

2005
Licensed and approved by MAS
Our journey began with a promise to serve with integrity and clarity.
2005
2011
Regional Expansion
We extended our reach beyond borders—so you aren’t limited by geography in your aspirations.
2011
2020
First Fintech Breakthrough
We empowered your planning journey with tools built for connection and insight.
2020
2023
finConnect Launch
Your finances, your way, accessible anytime on the go.
2023
2023
Innovation & Excellence Recognised
“Most Innovative Homegrown Financial Advisory Firm” by the International Finance Awards!
2023
2024
Award Achievement
“Best Financial Advisory Firm - Singapore” & “Most Innovative Homegrown Financial Advisory Firm” by the International Finance Awards!
2024
2025
20 Years of finexis
Two decades on, we celebrate a legacy built on clarity and trust. As we ascend to greater heights with AscendAsia, we remain committed to growing with you and for you.

Relive our 20th Anniversary Celebration here!
2025

What Our Partners Say About Us

The team that helms finexis is strong and has a clear vision of where they wish to take their business. Their ethos is driven by the desire to grow with a focus on the clients. This has benefitted partners as we have been able to engage the team with ideas. And because there is clarity on where the business is headed, they can also provide clear steer to partners on what works.
Koh Hui-Jian
Koh Hui-JianCEO, Manulife Investment Management Singapore, Head of Distribution & Partnerships SEA
finexis has a forward-thinking leadership and a highly adaptable, vibrant team. It is also culturally dynamic. These are elements that have propelled finexis to success and one that attracts us to foster a rewarding partnership with them. finexis's consultants are constantly trained and armed with the current knowledge of market trends. It is this professionalism that makes our working relationship with finexis a positive one.
Lance Tay
Lance TayGeneral Manager, Life Insurance at China Taiping Singapore
If I were the use one word to decribe finexis, it is dynamic, because I find the people and generally quite energetic, able to move fast, work fast and make things happen fast. finexis is different from other companies because they have strong leadership. I think the people managing the company know what they want to do. They can move boldly and quickly and they can make things happen, big things.
Lim Chung Chun
Lim Chung ChunChairman & CEO, iFAST Corporation Ltd
I've always found the key people most enjoyable to work with. One word to describe finexis is enthusiastic. The energy is visible at all young consultants. Honesty is present in the DNA of corporate structure. I think in many business partnerships this is still one of the best.
Catherine Wong
Catherine WongIntermediary Distribution Director, Aviva Ltd.

Our people are not only our company’s greatest assets, they are the foundation of the company. We believe that our strength lies in our people, and we are committed to cultivating a first-class environment that nurtures personal and professional growth. 

At finexis, every individual is empowered to excel, make an impact, and thrive to their fullest potential.

Your career should be a journey of growth, purpose, and impact.

We equip driven individuals with the skills, knowledge, and support to build a thriving career in financial consulting. Our industry-leading training transforms trainees into confident, high-impact professionals.

Be part of a community of change-makers who have grown, excelled, and transformed lives—including their own.

If our company is like Navy, our leaders are the captains navigating the waves of change we create in our industry. 

They embody our core values, setting the course with vision, integrity, and resilience. Through their leadership, they inspire growth, spark innovation, and empower our people to seize new opportunities. 

With strategic foresight, they propel finexis to the forefront of financial excellence, shaping a future where we continue to lead, excel, and thrive.

Ready for clarity that lasts?
Let’s turn your financial goals into the future you’re building.

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