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Indyfin logo — Indyfin has reinvented the way people search for, explore, a...

Indyfin

Indyfin has reinvented the way people search for, explore, and connect with independent financial advisors.

Founded 2018 United States Dallas, United States 1 employees Seed Total: $3.04M Financial Services, Fintech +1

General Information

Company Name Indyfin
Founded Year 2018
Location United States Dallas, United States
Employees 1
Industries Financial Services, Fintech, Wealth Management
Funding Stage Seed
Social

BounceWatch is an independent company data service, not affiliated with Indyfin. To contact Indyfin, visit indyfin.com.

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About Indyfin

Indyfin is a disruptive player in the financial services, fintech, and wealth management industries, offering an innovative investor experience platform. Founded in 2018, the company has quickly gained attention with its slogan "Indyfin has reinvented the way people search for, explore, and connect with independent financial advisors."

With a recent $3.04M Seed Round investment on 20 May 2021 from Neon Fund, Indyfin is poised for expansion. The platform, which hosts over 200,000 financial advisors in the United States, aims to simplify the process of finding and engaging with the right advisor. Its advisor search, investor matchmaking, and detailed advisor profiles provide a user-friendly, comprehensive approach, all of which are offered at no cost to the consumer. This unique value proposition could potentially disrupt the traditional wealth management landscape, making Indyfin a startup to watch in the financial technology space.

Business keywords: Financial Advisor Search, Investor Matchmaking, Financial Advisor Communication, Investment Expertise, Personality Analysis, Risk Profile Analysis, Occupational Background Analysis

Funding Rounds & Investors (1)

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Funding Stage Amount Investors Lead Investors Date
Seed Round $3.04M 1
Neon Fund
Neon Fund
20 May 2021

Indyfin Alternatives & Competitors

View All Alternatives
Indyfin vs
PT Sucorinvest Asset Management
PT Sucorinvest Asset Management Indonesia

Possible

66 employees
Finance, Financial Services
Indyfin vs
JK Investment Group, Inc.
JK Investment Group, Inc. United States

Planning beyond a lifetime.

17 employees
Finance, Financial Services
Indyfin vs
askria.ai
askria.ai United States

AI-native infrastructure for building companies, investors and venture funds.

7 employees
Finance, Financial Services
View all alternatives

FAQ About Indyfin

Indyfin has reinvented the way people search for, explore, and connect with independent financial advisors.
Indyfin was founded in 2018.
Indyfin is headquartered in Dallas, United States.
Indyfin operates in Financial Services, Fintech and Wealth Management. Its work centres on Financial Advisor Search, Investor Matchmaking, Financial Advisor Communication and Investment Expertise.
Indyfin has approximately 1 employees.
Indyfin has completed 1 funding round, raising a total of $3.04M. The latest funding stage is Seed.
Top alternatives and competitors to Indyfin include PT Sucorinvest Asset Management, JK Investment Group, Inc., askria.ai, Leverest, Nelumbium Capital. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Indyfin and PT Sucorinvest Asset Management are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Indyfin, https://bouncewatch.com/company/indyfin, updated 8 January 2025. When citing, please name BounceWatch and link this page.

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