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Finura is a leading provider of wealth management technology services.
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Discover Your Tech & AI Health Score
Discover Your Tech & AI Health Score
Transform Your Business with Finura
Transform Your Business with Finura
We deliver end-to-end transformative technology solutions that include CRMs, Financial Planning and Advice, AI Enablement, Executives in Residence and more.
Advice Designer: Fast Digital SOAs
Advice Designer: Fast Digital SOAs
Beautiful SOAs and Digital Presentations using your XPLAN
Meet Our WealthTech Experts
Meet Our WealthTech Experts
Finura is owned and operated by our people. We are well known for our ability to cut through the noise and make things happen.
Advice Library: Strategies & Templates
Advice Library: Strategies & Templates
SOA and advice strategy content in one place. Say goodbye to the hassle of internet searches and compliance concerns.
The WealthTech Insider Podcast
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The WealthTech Insider Podcast
Technology Podcast · Updated Monthly · Discussing all things Wealth Tech. News and trends with great guests from all over the industry and the world.
WealthTech Insights & Blog
WealthTech Insights & Blog
Get the latest insights on wealth technology, AI, industry mergers, podcasts and more.
Media
Power of resilience - Peter Worn
Power of resilience - Peter Worn
As the co-founder and joint managing director of Finura Group, Peter Worn has built a stellar resume educationally and professionally. But it was overcoming a personal struggle that he's most proud of. Karren Vergara writes.
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