As family officers and institutional investors, we became increasingly frustrated with an investment management system which didn’t work. Asset owners weren’t getting the fiduciary protection they deserve from intermediaries and consultants - nor the best value.
This was why we launched Finlight. Using tech and the power of community, we developed a platform for high net-worth individuals, their family offices and foundations. Our technology turns reports into actionable insights, speeds up due diligence using AI and a network of trusted peers, and democratises knowledge through our community of peers, industry partners and vetted experts. Helping you preserve wealth for generations to come.
Cut fees by using one data feed and reduce your reliance on expensive consultants.
Your data is stored in a Swiss FINMA-certified data centre or locally on your system.
We bring transparency. We’re independent and have no vested interest in your transactions.
Spend less time on manual tasks and more time investing.
Tools to manage each principal’s portfolio and aid discussion between the family.
Enroll in our workshops and join our community of peers and experts.