What is Finaxion?
Finaxion is an AI investment platform founded in 2025 in Mérida, Mexico, available at finaxion.app. It brings together company and market research, strategy creation and testing, portfolio management, tools for investment advisors, Mexican accounting and AXI, its AI analyst.
Everything it does
Company valuation is one function. Finaxion covers the whole job of investing, from the first idea to the portfolio.
- Research
- Pages for companies, funds, ETFs, REITs, crypto and currencies, with financial statements, consensus, news and earnings.
- Markets
- Screener, charts, sectors, country macro and fixed income.
- Strategies
- Create them in plain language, with a form, by drawing or in code, and import the ones you already use.
- Backtesting
- Tests with point-in-time data, costs, walk-forward and Deflated Sharpe, plus Time Machine to replay every decision.
- Portfolios
- Tracking, risk, optimization, taxes and a connection to your broker.
- Valuation
- DCF, WACC and multiples for listed companies, and valuation of private companies.
- Advisor mode
- Clients, committee, approved list, proposals and files for advisors under Mexican CNBV rules.
- Accounting
- Mexican accounting connected to analysis.
- AXI
- An AI analyst that works on every screen and shows where each claim comes from.
Who it is for
- Investors
- People who want to research and decide with data.
- Traders and analysts
- People who create and prove strategies.
- Advisors and family offices
- People who serve clients and need governance.
- Mexican companies
- Businesses that want their accounting to answer questions.
How not to confuse it
- The site
- Finaxion is at finaxion.app. The domain finaxion.com is not ours.
- Other companies
- It is not related to the credit platform in Colombia, or to software firms and digital agencies in other countries with a similar name.
- AXI
- AXI is Finaxion's AI analyst. It is not related to the broker Axi.
Frequently asked questions
- Is Finaxion only for valuing companies?
- No. Valuation is one of its functions. Finaxion is a complete investment platform: research, markets, strategies, backtesting, portfolios, advisor mode, accounting and an AI analyst.
- Is Finaxion a brokerage?
- No. It is software. It does not hold client assets, does not manage portfolios and does not give investment advice.
- Where is Finaxion based?
- In Mérida, Yucatán, Mexico. It was founded in 2025.
- How do I get into Finaxion?
- It is in beta, by application, at finaxion.app/apply. Every request is reviewed by hand.