Findex is a modern private banking platform powered by AI. It allows you to track, optimize, and grow your net worth by consolidating all your investments, assets, and liabilities in one place — with the help of our Midas AI Agent.

What is Investor Relations on Findex?

Investor Relations (IR) is a module that allows companies to manage their shareholder communication, share ledger, and data room directly through Findex. If you are invested in a company using Findex IR, your investment is automatically reflected in your portfolio.

How does Findex make money?

Findex is free during early access. Revenue comes from connecting investors with Capital Opportunities through our partner network. After official launch, Findex will always have a free tier. We plan to offer premium features for investors who want more. We do not sell your data or show ads.

Is my data secure with Findex?

Absolutely. Security is foundational to everything we build. All data is encrypted at rest and in transit. We use BankID and 2FA for authentication, and we do not store any personal information.

Why should I use Findex?

If you have investments spread across multiple banks, brokers, or asset classes, Findex gives you a single consolidated view of your net worth. Instead of manual spreadsheets, you get automated tracking, AI-powered insights, and access to capital opportunities.

How do I get started?

Getting started is free — no payment information required. Simply sign up, connect your accounts via our integrations, and Findex will automatically begin tracking your portfolio.

Investor Relations

The investor relations platform your shareholders will actually use

Manage your cap table, share ledger, and investor communication in one place — and give every shareholder a portfolio tracking account on Findex.

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Findex investor relations portal showing cap table and shareholder management

Investor relations shouldn't mean email chains and shared folders Managing your cap table, investor updates, and shareholder relations shouldn't mean email chains and shared folders.

Scattered communication

Investor updates go out via email, get buried in inboxes, and shareholders miss critical information.

Manual cap table

Your share ledger lives in a spreadsheet. Every transaction is a manual update that risks errors.

Poor shareholder experience

Shareholders can't see their holdings in context with their other investments. They have no reason to log in.

Why Findex IR

Save time on admin and elevate your shareholder experience

Cap table, share ledger, investor updates, and a secure data room. Your shareholders get a portfolio account included.

Cap table management

Invite and manage all shareholders directly in Findex. Full visibility into ownership at all times.

Send investor updates

Centralized notifications and investor communication. Keep shareholders informed with minimal effort.

Share ledger integration

Automatic updates from integrated share ledgers keep your cap table accurate without manual entry.

Shared data room

Structured, organized file storage for shareholders. Share documents securely with the right people.

Premium shareholder experience

Give your shareholders a professional, modern experience that builds trust and confidence.

Seamless admin

Consolidate all investor relations management in one platform. No more scattered spreadsheets or email threads.

The Findex Advantage

Your shareholders get more than an IR portal

When you invite shareholders to Findex, they don't just see your company — they get a full portfolio tracking account. That's why shareholders actually use the platform.

1 Invite your shareholders to Findex
2 They get a full portfolio tracking account (MyFindex)
3 Your company holdings auto-populate in their portfolio
4 They add their other investments — banks, brokers, crypto
5 Now they have a reason to log in every week, not once a quarter

Partner

See how companies use Findex IR

Hear from the founders running their cap table on Findex and from the partners building on top of the platform — including NVR, Sweden's largest share register.

Read case studies Read shareholder stories

Nordiska Värdepappersregistret

Our partnership with Findex solves a real pain for our customers and their 200,000 shareholders.

NVR manages over 200,000 unique shareholders across listed and unlisted assets. Consolidating financial data from banks, brokers, and share ledgers was a real challenge for their customers.

By partnering with Findex, NVR shareholders now get a single, automated view of all their holdings, including those managed through NVR, directly in their Findex portfolio.

Johan Christensen

CEO, Nordiska Värdepappersregistret (NVR)

Explore IR Features

Everything you need to manage investor relations

Cap table, data room, investor updates, and a personalised portal for every shareholder.

Cap Table

Live cap table synced from your share ledger, with full ownership history.

Data Room

Share documents securely with investors and advisors during due diligence.

Investor Updates

Send polished updates to your shareholders with open tracking and analytics.

Shareholder View

Each investor sees their own position, valuation, and documents in a personalised portal.

Get started

From spreadsheets to a live investor portal in one afternoon

Set up your company, import your cap table, and give every shareholder a real-time view.

Book a demo

Acme Ventures AB

Org.nr 559123-4567

Portal active

Cap Table Summary

Total shareholders847

Share classes2

Total shares1,200,000

Import ledger

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FAQ

Got questions about Findex?

Can't find what you're looking for? Visit our full FAQ page for more in-depth answers.

Full FAQ

Ready to streamline your investor relations?

Book a demo and we'll show you how Findex can save you time and elevate your shareholder experience.

White-glove onboarding for your team
Branded investor portal in under 48 hours
No setup fees — pay only when you scale