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About Fintso
Fintso is a wealthtech platform based in Mumbai, founded in 2019. The company has raised $2.6 million in its latest funding round and focuses on providing a digital ecosystem for financial advisors and independent financial product providers. Fintso aims to streamline operations, enhance client engagement, and offer multi-product access through its cloud-based solutions.
The platform features digital wealth management tools, including portfolio analytics, risk profiling, and automated reporting. It supports a variety of financial products such as mutual funds, insurance, and global investments, allowing for online transaction execution across all Asset Management Companies. Fintso also offers client-facing solutions like branded apps, interactive calculators, and comprehensive portfolio views, along with advisor-focused features for business reporting and revenue tracking. The technology leverages AI and machine learning to provide insights and recommendations, making it a robust choice for independent financial advisors and wealth management firms in India.
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