Findex
https://www.findex.com.au/
Year Invested:
2024
Percentage Shareholding:
40%
Status:
Realised

Findex is a leading digitally-enabled provider of wealth management, accounting and other professional services. With more than 50,000 clients and more than $11b in wealth management funds under advice, Findex is unique in its deployment of a scale wealth and financial planning platform alongside a comprehensive accounting professional services business in Australia and New Zealand.

Findex has a long history of pioneering digital innovation within the financial services sector and is now building upon its foundational platforms to deliver industry-leading artificial intelligence solutions.

Findex is led by an experienced executive management team across its large network of offices, which provides a strong presence within many of Australia and New Zealand’s fastest growing and largest regional and suburban hubs.

Mercury acquired a ~40% shareholding in Findex in April 2024.

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