Finlight.com (by money-peasy.com ltd) Revenue and Competitors

Family offices and institutionally-sized allocators lack access to technological solutions that flexibly and efficiently solve their needs. The existing software and tools: - Are too specialised or expensive to meet operational requirements - Have complex data management and upload processes - Are unable to handle private equity flows efficiently Finlight eases the operational pain of data extraction, asset consolidation, reporting and risk management. We unlock insightful information for our clients, helping them gain time and manage uncertainty. Founded by family officers and asset management veterans, our mission is to make digital technologies more affordable to help family offices solve complex demands, unlock productivity and expand know-how. Finlight is the only versatile and affordable asset management software that matches our clients' needs. All financial and non-financial assets, risks and principals are managed from one central, highly secure place. Finlight's AI-based technology eliminates the need to use banking APIs to extract, clean, centralise and upload assets data. Uploading PDF statements, trade notifications… suffice. Finlight's features include the ability to: - Compute total consolidated NAV per principal, family or entity - Automate reporting per asset, portfolio, beneficial owner, entity or group - Quantify risks ex-ante to reach goals and achieve the required liquidity - Access peers wisdom to supplement in-house skills and enhance coverage Unlike competitors, Finlight's uniqueness is its ability to: (1) Remove IT set-up requirements (2) Protect confidentiality by eliminating the use of banking APIs (3) Go beyond past performance reporting to support decision-making (4) Systemise input and output data quality controls Family offices and institutional investors benefit from: - Lower management costs by at least 25% - Increased decision management resilience - Enhanced stakeholders alignment