# Finantix > Digital distribution and advisory software for banks, wealth managers, and insurers ## At a glance | Field | Value | | --- | --- | | Category | Distribution & Sales | | Type | Solutions Provider | | Region | EMEA | | Headquarters | Venice (Marghera), Italy | | Founded | 1994 | | Stage | Established | | Employees | 201-500 | | Funding | Acquired | ## Overview Finantix is a distribution and advisory technology platform serving insurance companies, private banks, and wealth managers. The company provides modular software for insurance needs analysis, product illustration, digital distribution, and suitability-based advisory workflows. Clients span over 45 countries across Europe, North America, and Asia. The platform is delivered as a configurable component library with REST APIs and omni-channel widgets, allowing financial institutions to embed digital journeys into existing systems without full system replacement. In 2026 Finantix acquired Swiss firm InCube Group AG, adding AI-driven client risk profiling and data science capabilities to the product suite. Founded in Venice in 1994, Finantix was acquired by private equity firm Motive Partners in 2018. In 2021 it was integrated with Tegra118 into InvestCloud, where it now operates as the Private Banking Division. InvestCloud achieved unicorn valuation status. In early 2026 InvestCloud restructured its operations, closing the Italian office and consolidating the Digital Wealth division globally; the platform continues to be actively marketed. ## Products & services ### Insurance Platform Multi-jurisdiction, omni-channel software modules covering insurance needs analysis, product illustration, and digital distribution. Enables insurers and distributors to build compliant digital sales journeys for clients across multiple product lines and regulatory environments. **Key features:** - Needs analysis and product illustration engines - Multi\-jurisdiction compliance support - Digital distribution channel management *Target users:* Insurance carriers and distributors ### Advisory Platform Digital tooling for wealth managers and private bankers to conduct suitability assessments and deliver compliant advice to clients across mass affluent to ultra-high net worth segments. **Key features:** - Client suitability assessment workflows - Portfolio management tools - Regulatory compliance documentation *Target users:* Private banks and wealth management firms ### Omni\-Channel Components and APIs A plug-and-play library of widgets, accelerators, and API connectors that allow financial institutions to build custom digital customer journeys and integrate with existing systems. **Key features:** - Pre\-built UI components and widgets - REST API and SDK integration - Flexible connector architecture for legacy system integration *Target users:* Banks, insurers, and technology integrators ### AI\-Powered Analytics \(InCube\) AI and data science capabilities acquired through the InCube Group AG acquisition in 2026, adding automated analytics to the platform. **Key features:** - AI\-driven client risk profiling - Data\-driven product recommendations - Cognitive automation for advisory workflows *Target users:* Wealth managers, banks, insurers ## Category & focus - Subcategories: Digital Insurance Platform, Insurance Distribution, Advisory & Suitability Tools - Insurance verticals: Life & Annuity, Group Benefits, Specialty/E&S - Target customers: Carriers, Brokers, Agents/Agencies ## Links - Website: - Directory profile: - Linkedin: - Parent company: --- *Last updated: 2026\-05\-12*