About Finantix
Finantix is a Financial Services company based in Venice (Italy) founded in 1994, and was acquired by Motive Partners in December 2018. Multichannel digitalization solutions are provided for financial institutions. Finantix has completed 2 acquisitions, including Incube and Smartfolios. Its focus areas include FinTech, Banking Tech, Banking Channels and Omnichannel.
Company details
Finantix was founded in 1994 and is headquartered in Venice, Italy. Software solutions are offered to banks, insurers, wealth managers, and financial advisers for implementing multi-channel and omni-device digital strategies. Flexible, component-based tools are designed to integrate with existing client infrastructures. Key areas covered include digital onboarding, automated KYC processes, robo-advisory, digital lending, bancassurance, sales automation, and branch transformation. Operations focus on the financial services sector across Europe.
- Headquarters Venice, Italy
- Stage Acquired
- SectorsFinancial Services
- Website finantix.com
- Social LinkedIn X
- Acquired by Motive Partners (Dec 2018)
- InvestorsOdyssey Financial Technologies
& 1 more
- Investments & AcquisitionsIncube
& 1 more
- Acquired byMotive Partners
(Dec 2018)
Funding Insights of Finantix
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of Finantix with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| May 2005 | Private Equity Round | β | Odyssey Financial Technologies | β |
2 investors in total: 2 institutional.
Investors in Finantix
Finantix has secured backing from 2 investors, including institutional and venture fund investors. Prominent investors backing the company include Odyssey Financial Technologies and Motive Partners.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity investments in financial services sector are facilitated. | motivepartners.com | New York, United States | ||
Provider of front- and middle-office software for the private banking and private wealth management industries. | 1995 | odyssey-group.com | New York, United States |
Investor details for Finantix
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Finantix
201 people are tracked at Finantix (78 in leadership, 123 in team).
| Name | Role | Group |
|---|---|---|
Cheryl Nash | CEO, Financial Supermarket | Leadership |
Heather Matthews | Sr Director Of Global Business Operations | Leadership |
Dan Zinkin | Head Of AI And Data | Leadership |
Drew Klepper | Director Of Product Engineering | Leadership |
Brandon Harris | CMO | Leadership |
Lynn McCreary | Chief Legal Officer | Leadership |
Troy Brisbois | Head Of Compliance | Leadership |
Aimée Scordamaglia | Director, Global Contract Administration | Leadership |
James Young | Chief Information Officer | Leadership |
Toni Hitchens | Director Of Product Strategy & Business Operations | Leadership |
Leia T. Goodgold | Head Of Professional Services (tegra Apl) | Leadership |
Vivek Pappu | Head Of Product, Global Digital Wealth | Leadership |
Rob Coira | Vice President, Product Strategy | Leadership |
Frederick Duden | Chief Product Officer, Financial Supermarket | Leadership |
Yi-Leen Koh von Rueden | Head Of APAC Developers | Leadership |
David Towne | Director Product Planning | Leadership |
Akhilesh Tiwari | Director Of Product Engineering | Leadership |
Michael Roth | Global Chief Product Officer, Digital Wealth And Executive Leadership Team Member | Leadership |
Christopher Psaltos | Head Of Product - Digital Investor | Leadership |
Dan Bjerke | President, Digital Wealth | Leadership |
181 more people are available in the full profile.
Complete people profiles for Finantix
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Finantix
Finantix has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Incube and Smartfolios.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Software solutions and advisory services provider | incubegroup.com | Baar, Switzerland | 2008 | Mar 2020 | β’β’β’β’ | |
An online advisory and trading platform is provided for investors. | smartfolios.com | Singapore | 2016 | Mar 2018 | β’β’β’β’ |
Complete acquisition details for Finantix
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Finantix
5 dated milestones of Finantix across 26 years, from founding to its latest funding, stage changes and deals.
- Founded Finantix is founded.
- Funding First funding round.
- Acquisition Acquires Smartfolios.
- Exit Acquired by Motive Partners.
- Acquisition Acquires Incube.
Web traffic of Finantix
Websites that share an audience with Finantix (finantix.com).
Websites whose visitors overlap most with Finantix. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
fsb.co.za | fsb.co.za | 100% | β | ||
financeleasing.co.uk | financeleasing.co.uk | 100% | β | ||
vwfs.com.au | vwfs.com.au | 62% | #1,753,866 | β |
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Related news about Finantix
Complete news archive for Finantix
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- Older coverage
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Frequently Asked Questions about Finantix
Finantix was founded in 1994 and raised its 1st funding round 11 years after it was founded.
Finantix is headquartered in Venice, Italy. It is registered at Venice, Veneto, Italy.
Finantix was founded in 1994 and is headquartered in Venice, Italy. Software solutions are offered to banks, insurers, wealth managers, and financial advisers for implementing multi-channel and omni-device digital strategies. Flexible, component-based tools are designed to integrate with existing client infrastructures. Key areas covered include digital onboarding, automated KYC processes, robo-advisory, digital lending, bancassurance, sales automation, and branch transformation. Operations focus on the financial services sector across Europe.
Finantix has made 2 acquisitions, including Incube, and Smartfolios.
Finantix has 2 investors. Key investors include Odyssey Financial Technologies, and Motive Partners.
Yes. Finantix was acquired by Motive Partners in December 2018.

