Fingage Employee Directory
Financial ServicesCalifornia, United States2-10 Employees
Fingage is a financial technology platform designed for registered investment advisors (RIAs) to automate and scale investment workflows while offering personalized investment options. Its offerings include portfolio management automation, custom direct indexing, tax management, tax loss harvesting, financial planning, and personalized glide paths, all accessible through a single, white-labeled interface. The platform is intended to help advisory teams streamline operations and tailor investment solutions for clients within a user-friendly environment. Fingage is based in San Francisco, California, and operates in the financial services sector with a small company footprint. A notable recent development includes a partnership with OWL Analytics to provide ESG scoring and tools for building custom investment solutions for retirement plan advisors.