Fintso

Fintso is a fintech company based in India that provides a platform-as-a-service to democratize wealth management. It empowers entrepreneurs acting as intermediaries in the distribution of financial products by offering a white-labeled web and mobile platform. This platform enables execution, research, advisory services, and product access, facilitating a B2B2C business model. Fintso supports independent financial advisors by providing AI-powered advisory tools, co-branded client apps, and content to enhance outreach and digital adoption. The company offers insights, research, recommendations, and model portfolios, allowing advisors to serve their investors effectively while maintaining their brand identity.

George Mitra

Co-Founder, CEO and Board Member

1 past transactions

WealthMagic

Acquisition in 2021
WealthMagic is a technology platform designed to support financial advisors by streamlining both back-office and front-office operations. Part of the Finto suite of solutions, it offers a user-friendly and secure interface that accommodates the diverse needs of financial advisory practices, regardless of their size. The platform enhances communication between advisors and clients through features such as online transaction execution and comprehensive reporting capabilities. By simplifying complex business requirements, WealthMagic enables financial advisors to focus on delivering better service to their clients.
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