A Decade and Beyond of Growth, Leadership, and Innovation
As FNEX marks its 13th anniversary, the firm reflects on a journey defined by innovation, discipline, and growth in the private markets. Since its founding in 2012, FNEX has completed more than $24 billion in transactions and expanded to over 140 financial professionals, solidifying its position as a fintech-enabled investment bank and private securities platform serving institutional clients, wealth managers, and family offices.
Expanding the FNEX Ecosystem
In 2025, FNEX strengthened its multi-division platform with the official launch of FNEX Wealth in Q1 — a multi-family office platform designed to help advisors and high-net-worth clients access comprehensive financial oversight, family governance, and direct private market opportunities.
This expansion complements the firm’s existing offerings, including:
- FNEX Alternatives Market – a curated platform connecting RIAs and advisors to high-quality private equity, credit, and real estate funds.
- FNEX Compliance Services – white-label broker-dealer and SEC 15a-6 Chaperoning solutions for institutional firms seeking regulatory infrastructure.
- FNEX Institutional Platform – providing secondary access to private securities, including pre-IPO investments in leading private companies.
Recognition of Excellence
FNEX’s continued momentum was recognized on the Inc. 5000 list in 2019 and 2023, ranking among America’s fastest-growing private companies. This recognition reflects the firm’s sustained financial performance and commitment to delivering institutional-grade services across all verticals.
Looking Ahead
As FNEX enters its 13th year, the firm remains focused on innovation, compliance, and strategic growth. By combining financial expertise with proprietary technology, FNEX continues to redefine how institutional investors, sponsors, and advisors access and execute private market transactions.
Acknowledgment of Our Partners and Team
FNEX extends sincere appreciation to its dedicated team, clients, and partners whose trust and collaboration have been instrumental in achieving this milestone. The firm remains steadfast in its mission. Your support and commitment have been vital to FNEX’s journey over the past 13 years.
Join FNEX
We’re looking for a Business Development Manager who’s ready to connect with top banking groups, brokers, and financial institutions to grow new partnerships and opportunities on the FNEX platform.
Apply now: https://lnkd.in/gx6D9Yck
Contact FNEX
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To learn more about FNEX’s divisions and services, email us at info@fnex.com.
