Findex Tech Stack

Wealth management and accounting platform for high-net-worth individuals and small business

Financial Services Melbourne, Victoria 1,001–5,000 employees Privately Held

Findex operates a full-service financial advisory business built on Excel, Power BI, and entry-level accounting software (Xero, MYOB, QuickBooks Online), revealing a finance-operations backbone that relies heavily on spreadsheets and BI tooling rather than proprietary platforms. Current hiring is concentrated in finance roles at senior and mid-levels, with active projects around process automation, cash flow advisory, and a new virtual CFO offering—signaling an internal push to scale advisory services and reduce manual workflows that are currently creating forecasting delays and compliance gaps.

Tech Stack 14 technologies

Core StackPower BI Xero HubSpot Excel MYOB QuickBooks Online Microsoft Office PowerPoint Microsoft 365 SharePoint Eventbrite GoToWebinar Word

What Findex Is Building

◆Challenges

Delayed forecasting
Inaccurate forecasting
Tax compliance risk
Digitising end-to-end processes
Streamlining workflows
Improving compliance robustness
Complex regulatory requirements
Ensuring payroll compliance
Managing payroll across industries
Complex portfolios

▲Active Projects

Client teams model (ctm)
Budget and cashflow advisory projects
V-cfo offering
Digitising and automating end-to-end processes in wealth management
National lead generation campaigns
Multi-channel strategic marketing campaigns
Kpi dashboards and management reporting
New client implementations
Commercial advisory projects
Cash flow management

Hiring Activity

Accelerating40 roles · 20 in 30d

Department

Finance

Consulting

Marketing

Ops

Support

Seniority

Senior

Mid

Manager

Lead

Notable leadership hires: Team Lead, Client Lead

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About Findex

Findex is a privately held financial services group based in Melbourne with over 250,000 clients and $28 billion in funds under administration. The firm provides wealth management, accounting, tax advice, audit, and advisory services to individuals, small businesses, and agribusiness clients across Australia and New Zealand. Operations span lending, general insurance, and risk protection. The company uses a Family Office model with dedicated relationship managers and draws advisory expertise from a wider network. With 30+ years in the market and current headcount between 1,001–5,000, Findex is actively hiring across finance, HR, consulting, and marketing functions.

HeadquartersMelbourne, Victoria

Company Size1,001–5,000 employees

Hiring MarketsAustralia, New Zealand

Frequently Asked Questions

What tech stack does Findex use?

Excel, Power BI, Xero, MYOB, QuickBooks Online, Microsoft 365, SharePoint, HubSpot, and presentation tools (PowerPoint, Word). No adopting or replacing activity visible in recent data.