Findex is a leading digitally-enabled provider of wealth management, accounting and other professional services. With more than 60,000 clients and with more than $10b in wealth management funds under advice, Findex has uniquely been able to establish a scale wealth and financial planning business alongside a comprehensive accounting professional services platform in Australia and New Zealand.

Findex has a long history of pioneering digital innovation within the financial services sector, including having established proprietary digital workflow platforms, and a market leading wealth technology platform, Centric.

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 ~42% shareholding in Findex in April 2024.

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