Intelx Money

Founded by financial industry veterans, IntelX Money assists High Networth Individuals & families in making better financial decisions, devising the appropriate succession plan matching their profile and goals. We are focused on taking services typically reserved for the ultra-wealthy, automating them and delivering them digitally to affluent clients. Our personal financial advisors are dedicated to every client, always delivering conflict-free advice, ensuring a transparent experience, with easy to understand disclosure, no gimmicks, or hidden fees. We monitor your portfolio make sure that all the important things you should be doing with your money, investing idle cash, repaying high cost loans, optimum insurance, re-balancing, reinvesting & basic tax planning, are all taken care of. Our client-centric business model helps empower individuals combining technology with world-class services to deliver truly personal and objective investment, funding, payment & protection solutions. We hold ourselves to the highest fiduciary standard and always act in our clients' best interests.