FinIQ

What FinIQ does

FinIQ is a Singapore-headquartered financial technology company founded in 2001 that builds modular trading infrastructure for structured products, derivatives, and foreign exchange across global financial institutions. The company's core offering is a 20-module platform organized into Click & Trade Products (price discovery, order placement, execution for structured products, FX derivatives, equities, bonds, mutual funds, insurance, and dual currency investments) and Trading Support Products (booking, lifecycle management, documentation, collateral, portfolio management, and pricing models). The platform operates as an open-architecture multi-issuer system powered by 25 leading banks, connecting 30 Notes Issuers, 20 OTC Counterparties, and 10 Securities Trading Venues, with API integration enabling direct-to-client trading apps and over 95% of RM-to-dealer-to-distributor-to-liquidity-provider communication handled electronically. Over 50% of order flows for the world's top five investment banks in complex electronic products are routed through the platform, with USD 300 billion in annual notional volumes and 900,000 RFQs handled per day at peak.

The company generates revenue through enterprise SaaS licensing across 20 modules with both on-premise and cloud deployment, supplemented by transaction and volume-based fees on the USD 300 billion in notional flows. FinIQ reported USD 52 million in annual income with USD 21 million gross profit for the year ending March 2026, supported by 135 employees and operations across 19 offices in 18 countries spanning Asia, Europe, the Middle East, and the Americas. Customers span commercial banks, investment banks, private banks, family offices, and external asset managers, with strategic deployments including Standard Chartered Taiwan, Laka Capital (Geneva), Ballinger Group UK, Fubon Hong Kong, and EQ Connect mandates with Taiwanese banks. The go-to-market is enterprise field sales augmented by regional bank partnerships and an aggressive talent strategy (fifth-largest recruiter at IIM Ahmedabad). No external funding rounds are disclosed; FinIQ operates as a privately held, founder/management-controlled entity.

Name

FinIQ

Legal name

FinIQ Consulting Pvt. Ltd.

Website

https://finiq.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

251–500 employees

Short description

FinIQ is a Singapore-based fintech founded in 2001 that provides a 20-module electronic trading and structured products platform for 100+ financial institutions globally, processing USD 300 billion in annual notional volumes across 55 countries.

Ownership category

akta.pro rank

Product category

Capital Markets Trading Software

NAICS

Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Security & Commodity Brokers, Dealers, Exchanges & Services (6200)

akta.pro primary industry

Pricing, Risk-Based Offer & Limit Management (FSAGAHAE)

akta.pro secondary industry

Transaction Analytics & Cash-Flow Insights (risk signals, forecasting) (FSAGACAG)

Keywords

• Structured products platform
• Derivatives trading software
• FX electronic trading
• Order management system
• Wealth management technology

Headquarters

HQ city

Singapore

HQ country

Singapore

HQ region

Asia

Offices19 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Software Licensing and Platform Subscriptions: SaaS-based software licensing model with 20 modules covering trading, booking, and portfolio management. Offers both on-premise and on-cloud deployment options. Revenue derived from annual licensing fees, API usage, and module subscriptions.
2. Transaction and Volume-Based Fees: Platform processes significant volumes of structured products and OTC trades. The company facilitates exchange of over one million quotes between investment banks and private banks, handling approximately USD 300 billion in notional volumes annually across complex products.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

FinIQ provides a modular financial technology platform with 20 software modules enabling price discovery, order management, execution, booking, and lifecycle management for structured products, derivatives, FX, bonds, equities, mutual funds, dual currency investments, and insurance. The platform is offered as on-premise or cloud deployment, connects 30 Notes Issuers, 20 OTC Counterparties, and 10 Securities Trading Venues, and is used by 100+ financial institutions globally with over 95% of communication handled electronically.

Product overview

FinIQ is a financial technology platform offering 20 modular software products organized into two primary suites: Click & Trade Products (10 modules) and Trading Support Products (10 modules). The core Click & Trade suite includes the Structured Product Multi-Issuer Platform, FX Derivatives Multi-Dealer Platform, Bonds/Equities/Mutual Funds Order & Execution, Foreign Exchange Electronic Dealing, Dual Currency Investments Dealing, Insurance Order & Booking, Sellside to Buyside Orchestrator, and Single Issuer Cross-asset ePricer. The Trading Support suite encompasses Structured Products Booking, Retail Investments & Deposits Booking, FX & IR Derivatives Booking, Custodian & Corporate Actions, Collateral & Margin, Structured Products Lifecycle & Payouts, Documentation Management, Portfolio Management, Derivatives Pricing Models, and Client Advisory. The platform is powered by 25 leading banks, connects to 30 Notes Issuers, 20 OTC Counterparties, and 10 Securities Trading Venues, with over 95% of communication handled electronically. Additional products include EQ Connect for equity structured products and EuroConnect for European market connectivity.

Differentiator

Problem solved

Functional benefit

Brands

• EuroConnect: Platform module enabling European market connectivity.

Products and services

• Structured Product Multi-Issuer Platform Open architecture pricing platform that sources quotes from a panel of liquidity providers (including the distributing bank's own desk), automating structured product payoffs and wrappers such as notes, OTC, SI, ELI, and SD. Powered by 25 leading banks, it streamlines price discovery, order placement, execution, documentation, and post-trade MTM updates for financial institutions.
• FX Derivatives Multi-Dealer Platform Multi-dealer electronic trading platform for FX derivatives enabling competitive price discovery and execution across multiple counterparty liquidity providers, used by financial institutions for foreign exchange derivative trading.
• Bonds Order & Execution Electronic platform for bonds trading with real-time data, detailed analytics, performance review, risk assessment, and seamless order placement with direct market access, targeted at financial institutions offering fixed income trading.
• Equities Order & Execution Electronic equities trading platform with real-time data, detailed analytics, performance review, risk assessment, market trend analysis, customizable orders, and alerts for institutional equity execution.
• Mutual Funds Order & Execution Electronic platform for mutual fund trading with real-time data, detailed analytics, performance review, risk assessment, and seamless order placement for wealth management and institutional clients.
• Foreign Exchange Electronic Dealing Foreign exchange electronic dealing platform providing real-time competitive quotes from top liquidity providers, transparent pricing comparison, and swift currency conversion with seamless trade execution for commercial FX clients.
• Dual Currency Investments Dealing Platform for dual currency investments enabling competitive quotes from liquidity providers and seamless execution for currency-linked investment products offered by banks to their clients.
• Insurance Order & Booking Platform for insurance product ordering and booking with integrated workflows and electronic processing for financial institutions distributing insurance products.
• Sellside to Buyside Orchestrator Orchestration module adopted by banks across Europe and North America (France, Spain, UK, Canada, US) for sellside-to-buyside workflow management and institutional trading workflow streamlining.
• Single Issuer Cross-asset ePricer Cross-asset pricing tool for single issuers enabling electronic price discovery and execution for multiple asset classes from a single issuer's perspective.
• EQ Connect Dedicated platform for equity structured products enabling streamlined dealer engagement and execution workflows for equity derivatives, providing greater speed and flexibility in dynamic market environments for financial institutions.
• EuroConnect Platform module enabling European market connectivity, supporting pricing and execution workflows across European markets for structured products trading.

Quantifiable outcome

• USD 29 billion processed in single month (October 2025)
• +8 more outcomes

Named customers6 records

Segments5 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Feature7 records

Partnerships

Ten partnerships are on record, tiered core, minor and major.

• Standard Chartered TaiwancoreTechnology or Integration · 26 March 2026Standard Chartered Taiwan launched an Automated Structured Products Pricing Platform developed in partnership with FinIQ. The platform enables the bank to compare competitive pricing across multiple international issuers including Goldman Sachs, Barclays, and BNP Paribas within minutes. It automates documentation and transaction execution, significantly reducing time-to-market and supporting Taiwan's goal of becoming Asia's Asset Management Center. The electronic platform features pricing for three investment bank issuers where investors can obtain real-time quotes of structured notes and automated product termsheets.
• IIM AhmedabadminorOthers · 1 March 2026FinIQ Consulting emerged as the fifth-largest recruiter at IIM Ahmedabad during their second cluster summer placement process, behind only Boston Consulting Group, McKinsey & Company, Bain & Company and Accenture. FinIQ is welcoming 22 MBA graduates including 15 from the PGP programme and 7 from PGPX. These hires will contribute to client delivery across key global financial centres including Paris, Zurich, Geneva, Lugano, Madrid, Mexico City, Toronto, London, Dubai, Hong Kong, Taipei, and Singapore.
• Leading Taiwanese bank (EQ Connect)coreTechnology or Integration · 1 March 2026FinIQ expanded EQ Connect footprint with a new mandate from a leading Taiwanese bank, marking further expansion in Asia. The platform will streamline dealer engagement and execution workflows for equity structured products, enabling the bank to operate with greater speed and flexibility in a dynamic market environment.
• Goldman SachscoreTechnology or Integration · 8 December 2025Goldman Sachs is one of the investment bank issuers featured on FinIQ's Structured Product Multi-Issuer Platform, enabling real-time quotes of structured notes for bank clients. The platform sources quotes from panel of liquidity providers including Goldman Sachs.
• BarclayscoreTechnology or Integration · 8 December 2025Barclays is one of the investment bank issuers featured on FinIQ's Structured Product Multi-Issuer Platform, enabling real-time quotes of structured notes for bank clients.
• BNP ParibascoreTechnology or Integration · 8 December 2025BNP Paribas is one of the investment bank issuers featured on FinIQ's Structured Product Multi-Issuer Platform, enabling real-time quotes of structured notes for bank clients.
• Ballinger Group UKmajorTechnology or Integration · 8 December 2025Ballinger Group UK was added as a major client as FinIQ expanded its European footprint significantly. The UK-based firm represents FinIQ's growing presence in the European market.
• Fubon Hong KongmajorTechnology or Integration · 8 December 2025Fubon Hong Kong was added as a major client as FinIQ expanded its European footprint, representing the company's cross-regional reach from Asia into European markets.
• Zurich-based firm (EuroConnect)majorTechnology or Integration · 8 December 2025A Zurich-based firm deployed FinIQ EuroConnect module, representing another European client addition during FinIQ's significant European expansion.
• Laka CapitalcoreTechnology or Integration · 4 November 2025Laka Capital, a Geneva-based advisory, launched a digital platform for structured products developed in partnership with FinIQ. The platform offers real-time performance monitoring, scenario stress-testing, and risk assessment. It aims to meet the needs of UHNWIs, family offices, and external asset managers. This is the first collaboration between a Swiss non-bank and FinIQ, marking a digital transformation in structured investments. Future enhancements are planned to expand platform features and integrations.

Scale indicators19 records

Recent moves6 records

Expansion highlights3 records

Broad incumbents

• FIS (GetVol/ADS): FIS offers front-office capital markets platforms (including former GETVest and Derivatives Solutions) used by global banks and asset managers, overlapping with FinIQ's pricing, booking and lifecycle modules.
• Bloomberg EMSX/OMS: Bloomberg's EMSX execution and order management stack is embedded across the institutional trading community and competes with FinIQ on multi-dealer routing and best-execution workflows.
• SS&C Eze (Eze EMS / Eze OMS): SS&C's Eze platform provides order/execution management and post-trade workflows to buy- and sell-side firms, comparable in functionality to several of FinIQ's Click & Trade modules.
• Refinitiv (LSEG) / REDI Global: Refinitiv's REDI execution platform and broader LSEG market-data and trading infrastructure address the same institutional broker-dealer and buy-side order/execution workflows as FinIQ.
• Temenos: Temenos provides core banking and trading software used by banks and wealth managers; its modular platform paradigm and bank-focused GTM make it a partial comparable to FinIQ's enterprise-bank deployment model.

Direct peers

• Murex: Murex's MX.3 platform is a cross-asset front-to-back trading, risk and post-trade system widely used by sellside and buyside firms for derivatives, FX and structured products - the same workflows FinIQ targets with its Click & Trade and Trading Support suites.
• Calypso Technology (Adenza/Avenir): Calypso offers a cross-asset trading and risk management platform spanning FX, derivatives, securities financing and structured products, directly overlapping with FinIQ's multi-dealer pricing and booking modules at Tier-1 banks.
• Numerix: Numerix provides derivatives pricing models, analytics and risk management software for structured products and OTC derivatives - a direct comparable to FinIQ's Derivatives Pricing Models and Single Issuer ePricer modules.
• ION Group (Fidessa): ION's Fidessa and related OMS/EMS platforms serve the sellside and buyside for equities, FX and derivatives execution; comparable to FinIQ's order-and-execution modules across multiple asset classes.
• Itiviti (broadpeak): Itiviti provides sellside connectivity, OMS and algo trading infrastructure used by brokers and trading desks globally - functionally adjacent to FinIQ's Orchestrator and API-driven multi-issuer platform.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about FinIQ