Finax

Managed ETF investment portfolios and savings products for individual investors across Europe

Bratislava, Slovakiafinax.euWebsite technologies

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About Finax

Finax is an investment company that manages ETF-based portfolios for individuals. Its offering includes goal-based portfolios (Wealth Building, Emergency Fund, Relaxed Retirement, Major Purchase, Children's future), Global Investing, a European Pension (PEPP) product, an Annuity portfolio, Calm Investing for holding periods of 1 to 3 years, Finax Elite private asset management, and Financial Coach for expense tracking and budgeting. Clients invest through the Finax app.

Its customers are individual investors. Finax charges a single portfolio management fee of 0.50% to 1.23% annually and states that it charges no fees for deposits, performance or closing investments.

Finax was founded in 2018 and is headquartered in Bratislava, Slovakia. The company reports 1.8 billion euros under management, more than 115,000 satisfied clients and more than 100,000 app downloads. Its website is published in English, Slovak, Hungarian, Czech, Polish, Croatian and Romanian.

Product: Goal-based and long-term ETF portfolios, short-term savings products, pension and private asset management, and the Financial Coach budgeting app.

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