FNEX Solutions

Indianapolis, Ind. (10 March 2025) – FNEX, a leading fintech-enabled investment bank, recently announced the launch of FNEX Wealth, a multi-family office platform designed to empower wealth managers and RIAs in delivering sophisticated, institutional-quality solutions to their high-net-worth (HNW) clients. …

The financial industry is constantly evolving, and investment professionals need smarter, more efficient ways to manage distribution, fundraising, and investor engagement. Traditional methods involving scattered spreadsheets, manual processes, and outdated platforms can slow down growth and create unnecessary hurdles. That’s …

As financial advisors increasingly diversify client portfolios, alternative investments are becoming a cornerstone of wealth management strategies. Private markets, structured investments, and cutting-edge technology are reshaping how advisors allocate capital, offering new ways to optimize returns and manage risk. However, …

Indianapolis, Ind. (26 February 2025) – FNEX, a leading fintech-enabled investment bank, recently announced the launch of FNEX Wealth, a multi-family office platform designed to empower wealth managers and RIAs in delivering sophisticated, institutional-quality solutions to their ultra-high-net-worth (UHNW) clients. …

Regulatory compliance is a critical but complex responsibility for financial firms. From broker-dealers to asset managers, staying compliant with FINRA, SEC, and other regulatory bodies requires significant time, resources, and expertise. As regulations evolve, firms must continuously adapt—often at great …

For financial professionals aiming to build a successful career in investment banking, securing a broker-dealer sponsorship is a pivotal step. Broker-dealer sponsorship provides the necessary regulatory backing, compliance oversight, and resources to operate within the securities industry. But what exactly …

The complexity of broker-dealer compliance – ranging from FINRA and SEC oversight to Anti-Money Laundering (AML) policies and transaction reporting, often presents a significant barrier for firms looking to enter the market. FNEX White-Label Broker-Dealer Compliance Solutions mitigate these challenges …

High-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals have historically allocated minimal portions of their portfolios to alternative investments. However, this untapped market is rapidly becoming a focal point for wealth managers seeking to diversify client portfolios and enhance returns. Currently valued …

This year 2025 is poised to redefine private markets, with transformative trends in private credit, AI-driven opportunities, M&A and IPO activity, and real estate tailwinds. As BlackRock’s recent 2025 Private Markets Outlook reveals, private markets are on a trajectory of …

The alternative investments market in 2024 faced headwinds across asset classes, with performance varying widely as fund managers and investors adapted to macroeconomic shifts. Insights from the Preqin Global Reports 2025, released on December 11, 2024, highlight emerging trends and …

According to Crunchbase, global venture capital (VC) funding reached $28 billion in November 2024, marking an impressive increase from the $21 billion recorded in November 2023, though slightly trailing the $32 billion raised in October this year. This significant momentum …

The global alternatives investment industry, which includes private equity, private credit, and growth equity, is set for substantial expansion over the next few years. According to Preqin’s Future of Alternatives 2029 report, assets under management (AUM) in alternatives are projected …