Indyfin company logo
Platform like Shopify for independent wealth managers11-50 Employees
  • B2C
  • Early Stage
    Startup in initial stages
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Indyfin careers

Platform like Shopify for independent wealth managers
Indyfin’s platform offers advisors a way to quickly start winning new customers, wherever they are.

We connect with all the top online venues where prospects are looking.

Our toolkit empowers advisors to create their online presence and showcase their unique services in a manner that consumers understand. We also bundle our platform with live customer experience support to give advisors a true one stop shop.

Advisors can simply start with Indyfin and start winning new clients in a snap.
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Akshay Singh
Avatar for Akshay Singh
Founded Indyfin, previously private equity and investment banking at Merrill Lynch in New York, Chicago Booth MBA and IIT Delhi Comp Sc
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