Capital Opportunities
Pre-vetted deals, next to the portfolio you already track
Unlisted equity, private debt, real estate funds, and structured products from trusted partners — surfaced inside Findex and matched to what you actually hold.
Private market deals move through networks you are not in.
Gatekept access
Unlisted equity, private credit, and structured products circulate through advisor relationships. Without a private banker, you never see them.
Generic deal feeds
The platforms that do show deals dump everything into one list. None of it knows what you hold or what you actually need.
No context when it matters
Even when you find a deal, there is no way to judge how it fits your existing exposure. You are guessing with incomplete information.
Access
The deals your bank will not tell you about
Most private market opportunities never reach individual investors. They move through advisor networks and boutique channels. Findex gives you a way in — without hiring a private banker.
Fit
Opportunities that match what you already hold
A generic deal feed is noise. Findex filters every opportunity against your real portfolio, so what you see connects to a gap, a concentration, or a capital position you actually have.
Capital Opportunities
What you get
Every opportunity on Findex is supplied by a vetted partner — funds, brokers, advisors, and issuers we have signed distribution agreements with. Not an open marketplace.
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Curated deal flow
Every opportunity on Findex is supplied by a vetted partner — funds, brokers, advisors, and issuers we have signed distribution agreements with. Not an open marketplace.
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Matched to your portfolio
Findex reads your current holdings and surfaces deals that fit your exposure, risk profile, and available capital. No generic deal feed.
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Private market access
Unlisted equity, real estate funds, structured products, and capital insurance that normally require an advisor relationship to even hear about.
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Direct to the source
When you act on a deal, you are connected with the issuing partner directly. Findex does not take a cut from the transaction.
The result? More clarity, less noise, and nothing missed.
Get started free5+ hours
Saved every week
Sync your banks, brokers, and registries once. Your portfolio updates automatically — no spreadsheets, no manual entry.
Zero
Missed opportunities
Market news, earnings, and alerts filtered to exactly what you hold. Only relevant signals, nothing extra.
9
Asset classes, one view
Stocks, real estate, private equity, crypto, cash, bonds, funds, collectibles, and liabilities — the full picture.
Explore Features
Everything you need to manage your wealth
Findex brings together portfolio tracking, AI insights, document management, and capital access in one platform.
Portfolio Tracker
MoreTrack every asset class across 50+ banks and brokers in real time.
Midas AI
MoreYour AI-powered portfolio assistant. Ask anything, get instant analysis and insights.
Capital Opportunities
MorePre-vetted deals from trusted partners, matched to what you already hold.
AI Newsfeed
MoreMarket news filtered and ranked by relevance to your actual holdings.
Financial Documents
MoreUpload statements, generate snapshots, and stay audit-ready at all times.
Portfolio Structure
MoreMap ISK, KF, holding companies, and family members into one ownership tree.
Testimonials
What investors are saying
Real investors, real portfolios, real results.
“I have everything in one place and it is so much easier to get a clear overview of my entire portfolio!”
Integrations
Connect the accounts you already use
Banks, brokerages, registries, and manual assets — all consolidated into a single, real-time view of your net worth.
Avanza 
Carnegie 
Carta 
Danske Bank 
Handelsbanken 
Lysa Avanza Carnegie Carta Danske Bank Handelsbanken Lysa Avanza Carnegie Carta Danske Bank Handelsbanken Lysa Avanza Carnegie Carta Danske Bank Handelsbanken Lysa Avanza Carnegie Carta Danske Bank Handelsbanken Lysa Avanza Carnegie Carta Danske Bank Handelsbanken Lysa 
NVR (Nordiska Värdepappersregistret) 
Nordea 
Nordnet 
SEB 
Swedbank 
Söderberg & Partners NVR (Nordiska Värdepappersregistret) Nordea Nordnet SEB Swedbank Söderberg & Partners NVR (Nordiska Värdepappersregistret) Nordea Nordnet SEB Swedbank Söderberg & Partners NVR (Nordiska Värdepappersregistret) Nordea Nordnet SEB Swedbank Söderberg & Partners NVR (Nordiska Värdepappersregistret) Nordea Nordnet SEB Swedbank Söderberg & Partners NVR (Nordiska Värdepappersregistret) Nordea Nordnet SEB Swedbank Söderberg & Partners Get started
From scattered accounts to a single dashboard in minutes
Connect your banks and brokers, get a consolidated view, and let Midas AI do the analysis.
Get started for free
FAQ
Got questions about Findex?
Can't find what you're looking for? Visit our full FAQ page for more in-depth answers.
Full FAQSee opportunities matched to your portfolio
Join investors using Findex to consolidate, track, and grow their portfolios. One view of everything you own.
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