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Findex

Findex
1987 FOUNDED
PRIVATE STATUS
PE Growth LATEST DEAL TYPE
1 FINANCING ROUNDS
2 INVESTMENTS
Description

Provider of financial advisory and accounting services. The company offers retail financial planning, accounting, lending, general insurance and wealth management services to their customers in Australia.

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Accounting, Audit and Tax Services (B2B)
Other Industries
Commercial/Professional Insurance
Consulting Services (B2B)
Other Financial Services
Primary Office
  • Level 17, 181 William Street
  • Melbourne, Victoria 3000
  • Australia

+61 (03) 0000 0000

Findex Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Findex Investments & Acquisitions (2)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000 01-Jan-2019 0000000000 Financial Software 0000 0000000
Crowe Horwath Australasia 06-Jan-2015 Merger/Acquisition 00000 Accounting, Audit and Tax Services (B2B)
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Findex Subsidiaries (4)

Company Name Industry Location Founded
LendEx Financial Software Brisbane, Australia 2015
0000000 000000 Financing Advisory Sydney, Australia 0000
00000 0000000 0000 Accounting, Audit and Tax Services (B2B) Melbourne, Australia
000000000 00000 00
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Findex Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Findex Executive Team (7)

Name Title Board
Seat
Contact
Info
Spiro Paule Co-Founder, Managing Director, Group Chief Executive Officer & Executive Director
Matt Games Chief Financial Officer
Tony Roussos Chief Operations Officer, Executive Director & Board Member
Nick Mylonas Chief Information Officer & Director, Procurement & Property
Kieran Canavan Chief Investment Officer
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Findex Board Members (4)

Name Representing Role Since Contact
Info
0000000 0000000 Findex Chief of Adviser Services & Board Member 000 0000
00000 000000 Kohlberg Kravis Roberts Director 000 0000
00000 00000 Findex Co-Founder & Chairman 000 0000
0000 0000000 Findex Chief Operations Officer, Executive Director & Board Member 000 0000