Fingage
Fingage is a B2B SaaS platform offering RIAs, broker dealers, and investment managers automated direct indexing, tax-loss harvesting, model portfolio management, and custodian-integrated portfolio workflows, delivered via direct enterprise sales and white-label deployments.
- Company typePrivate
- Founded2015
- HeadquartersSan Francisco, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Fingage does
Fingage is a San Francisco-based, privately held B2B SaaS company founded in 2015 that provides investment technology solutions to RIAs, broker dealers, and investment managers. The platform offers automated direct indexing using an algorithm that references 40 indices, configurable tax-loss harvesting, transition tax management at the account or household level, model portfolio construction, portfolio accounting, and a client portal with CRM synchronization. It is positioned as a vertically integrated, turnkey solution with full integration into major custodians including Charles Schwab and Fidelity.
The product suite is organized into modular components — Turnkey, Model Marketplace, Personalized Solutions, Automated Smart Portfolio Management, Portfolio Accounting, and Client Portal — distributed via direct enterprise sales and white-label deployments to broker dealers and investment managers. Supporting integrations include WealthBox (CRM), Plaid (data aggregation), EasyAUM (AUM analytics), and iJoin (managed account marketplace); model portfolio providers include State Street Global Advisors, Main Management, and VanEck. Strategic partnerships with OWL Analytics (ESG), iJoin, and LT Trust extend the platform into retirement and ESG verticals.
Fingage operates on a subscription-based SaaS revenue model with pricing only available via demo request. The company is founder-led by Samer Habl with a small team (1-10 employees), no disclosed funding rounds, and no disclosed revenue, operating from a single San Francisco headquarters with no geographic footprint beyond the United States.
Fingage firmographics
Firmographics- Name
- Fingage
- Legal name
- Fingage Holdings Inc.
- Website
- https://fingage.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Fingage is a B2B SaaS platform offering RIAs, broker dealers, and investment managers automated direct indexing, tax-loss harvesting, model portfolio management, and custodian-integrated portfolio workflows, delivered via direct enterprise sales and white-label deployments.
- Ownership category
- akta.pro rank
Fingage industry classification
Industry- Product category
- Wealth Management Technology
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Automated Rebalancing, Tax-Loss Harvesting & Tax-Optimized Investing Tools (FSAGAEAE)
- akta.pro secondary industry
- Retirement Planning & Long-Term Financial Planning Tools (FSAGADAI)
Keywords
Where Fingage is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Fingage business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Platform Subscription: Fingage operates as a B2B SaaS platform providing investment technology solutions to RIAs, broker dealers, and investment managers. The platform is offered as a turnkey one-stop solution with full integration capabilities, suggesting a subscription-based SaaS revenue model.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels4 records
Fingage product offering
Product offeringCore offering
Fingage provides a vertically integrated, B2B investment technology platform that enables RIAs, broker-dealers, and investment managers to deliver personalized portfolios via optimized direct indexing across 40 indices, automated tax-loss harvesting, transition tax management, model portfolio construction, and a Model Marketplace. The platform offers full custodian integration with Charles Schwab and Fidelity, white-label capabilities, and a client portal with CRM synchronization.
Product overview
Fingage is a unified, vertically integrated investment technology platform offering a comprehensive suite of intelligent, automated investment management solutions. The core Direct Indexing Platform serves as the foundation, with integrated modules including Turnkey (one-stop custodian integration), Model Marketplace (third-party and custom model access), Personalized Solutions (portfolio customization), Automated Smart Portfolio Management (tax and trade automation), Portfolio Accounting (corporate actions and cash flow), and Client Portal (client-facing access with CRM sync). The platform is designed for RIA firms, broker-dealers, and investment managers, with white-label capabilities available.
Differentiator
Problem solved
Functional benefit
Products and services
- Fingage Direct Indexing Platform A unified investment technology platform offering optimized direct indexing across 40 indices, automated tax-loss harvesting, transition tax management, model portfolio construction, and integrated reporting for RIAs, broker-dealers, and investment managers.
- Turnkey Platform A one-stop, turnkey offering of the Fingage platform with full integration into all major custodians, enabling advisors to scale their business via personalized and automated investment solutions.
- Model Marketplace A marketplace within the Fingage platform providing access to third-party model portfolios and the ability for users to create and distribute custom models to other investment advisors within or outside their organization.
- White-Label Platform for Broker-Dealers and Investment Managers A white-labeled version of the Fingage platform offered to broker-dealers and investment managers, allowing them to provide advisors with personalized model portfolios, automated tax and portfolio management, and illiquid fund handling under their own brand.
- Automated Smart Portfolio Management An automated portfolio management capability within the Fingage platform that handles tax-loss harvesting, transition tax management, cash management, withdrawal from illiquid funds, and trade execution.
- Client Portal A dedicated portal allowing clients to view their portfolio and progress, update personal information, and synchronize data with advisor CRM systems.
- Financial Planning Integration A financial planning capability within the Fingage platform that links planning and progress to actual goals and model portfolios and generates multi-level performance and tax reports.
Companies that use Fingage
Customer profileSegments3 records
Ideal customer profiles3 records
Fingage technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration9 records
AI capability3 records
Feature9 records
Fingage partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core.
- OWL AnalyticscoreFingage Advisors and OWL Analytics partnered to bring custom ESG solutions to the retirement space, combining Fingage's investment technology platform with OWL Analytics' ESG research capabilities.
- iJoincoreiJoin added Fingage's unique advisor-centric 401(k) solution to its Managed Account Marketplace, providing iJoin's advisor network access to Fingage's automated investment management capabilities.
- Charles SchwabcoreFull custodian integration enabling advisors using Fingage to access Charles Schwab's advisory services and portfolio management tools.
- FidelitycoreFull custodian integration enabling advisors to access Fidelity's institutional advisory platform and portfolio management capabilities through Fingage.
Recent moves6 records
Expansion highlights5 records
Fingage competitors and assessment
Company assessmentDirect peers
- Orion Advisor Technology: Orion is a leading portfolio management and advisor technology platform for RIAs and broker-dealers, offering rebalancing, model marketplace, direct indexing, and tax-loss harvesting — closely paralleling Fingage's feature set at much larger scale.
- Addepar: Addepar provides portfolio analytics, reporting, and management tools to large RIAs and family offices, with increasingly overlapping automation and reporting capabilities for advisor workflows.
- Envestnet (incl. PMC): Envestnet's Tamarac platform and Envestnet PMC offer advisor-managed portfolios, direct indexing, model marketplace access, and turnkey automation for RIAs and broker-dealers — directly competing with Fingage's offering.
- Parametric Portfolio Associates: Parametric is one of the largest direct indexing providers and customized SMA managers in the U.S., serving both wealth managers and institutional clients — a core competitor to Fingage's direct indexing and tax-managed solution.
- Morningstar Advisor Workstation: Morningstar provides portfolio construction, model marketplace, and reporting tools used by RIAs and wealth managers, overlapping with Fingage's automated portfolio management and Model Marketplace.
- Advyzon: Advyzon is an all-in-one RIA platform providing CRM, portfolio accounting, reporting, and an investment management suite — directly addressing RIAs with similar turnkey positioning to Fingage.
- iRebal by TD Ameritrade (now Schwab): iRebal provides automated portfolio rebalancing, tax-loss harvesting, and model portfolio management tools to financial advisors — a specialized direct competitor in Fingage's core automation feature set.
- Vestmark: Vestmark provides advisor-facing wealth management technology for SMA, UMA, and direct-indexed account management, including tax optimization and rebalancing — competing in the same advisor automation category as Fingage.
Broad incumbents
- BlackRock (Aladdin & iPortfolio): BlackRock owns Aperio (a leading direct indexing provider) and operates the Aladdin/iPortfolio wealth platform, offering institutional-grade portfolio management and model delivery to large wealth managers and RIAs.
Emerging players
- Riskalyze: Riskalyze (rebranded as Nitrogen) provides risk-aligned portfolio management, model marketplace, and proposal tools to RIAs, with overlapping functionality in automated portfolio construction and advisor workflow automation.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Fingage social profiles
Digital presenceFingage financial estimates
Financial estimateRevenue estimate
Valuation estimate
Fingage leadership team
Management profileNumber of profiles
Profiles8 records
Fingage funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Fingage M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Fingage
What does Fingage do?
Fingage provides a vertically integrated, B2B investment technology platform that enables RIAs, broker-dealers, and investment managers to deliver personalized portfolios via optimized direct indexing across 40 indices, automated tax-loss harvesting, transition tax management, model portfolio construction, and a Model Marketplace. The platform offers full custodian integration with Charles Schwab and Fidelity, white-label capabilities, and a client portal with CRM synchronization.
Is Fingage a public or private company?
Fingage is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Fingage founded?
Fingage was founded in 2015. It employs 1 to 10 people.
Where is Fingage based?
Fingage is headquartered in San Francisco, United States, in the North America region.
How does Fingage make money?
One revenue line is on record: saaS Platform Subscription.
Who are Fingage's main competitors?
Direct peers on record are Orion Advisor Technology, Addepar, Envestnet (incl. PMC), Parametric Portfolio Associates, Morningstar Advisor Workstation, Advyzon, iRebal by TD Ameritrade (now Schwab) and Vestmark. BlackRock (Aladdin & iPortfolio) is listed as a broad incumbent. Riskalyze is listed as an emerging player.
Does Fingage have an API?
No public API is recorded for Fingage.
What industry is Fingage in?
Fingage's product category is Wealth Management Technology. Its primary akta.pro industry code is FSAGAEAE, Automated Rebalancing, Tax-Loss Harvesting & Tax-Optimized Investing Tools, with a secondary code of FSAGADAI, Retirement Planning & Long-Term Financial Planning Tools. Its NAICS code is 523940 and its SIC code is 6282.