A financial advisor can know a client for years and still begin a meeting by hunting for information. The mortgage is in one document. Investments sit in another system. The market has moved since the last report. Before advice comes assembly. Communify has built its business around that awkward interval: the time between having information and being able to explain what it means.
- Combines market data and client records for financial firms.
- Turns that information into apps, conversations and personalized Stories.
- Bought established data infrastructure to support its newer AI products.
The company sells to brokerages, wealth managers, asset managers and financial publishers. Their customers encounter its work through research screens, client portals and investment narratives, often under another firm's brand. Financial Times market-data tools and the Finextra Pro app offer two public examples. Communify occupies the space between the raw feed and the person trying to make sense of it.
01 / A new company with old pipes
Communify emerged in 2024 with people who already knew this territory. Chairman and CEO John Wise and co-founder and chief product officer Yaela Shamberg had previously helped build InvestCloud. Their new venture came out of Just Build It, a design and technology business whose name doubles as an instruction.
Then came a consequential shortcut. In August 2024, Communify and private equity firm Stellex Capital Management acquired Fincentric from S&P Global. Previously known as Wall Street on Demand and Markit on Demand, Fincentric brought roughly three decades of experience distributing financial information and building digital experiences. The acquisition supplied working infrastructure, customer relationships and an audience.
At the announcement, the businesses reported 4,000 data feeds and 165 million monthly logins. Those logins belonged to the acquired operation's established distribution. Treating them as a startup's sudden organic growth would miss the transaction's point. Communify bought a foundation on which to build.
Monthly logins reported by the businesses. An inherited distribution network, already in motion.
The commercial ambition extended beyond large institutions. Wise described an opportunity among wealth firms managing $1 billion to $75 billion: organizations that wanted tailored experiences but could not casually spend millions on customization. Productizing familiar components could make more of that work repeatable.
02 / First, agree on the numbers
A market feed describes the world outside a client's account. A client record describes the financial life inside it. Joining the two makes a different kind of explanation possible: how a market event relates to this person's holdings, rather than what happened to an index.
Communify's Knowledge Bases collect, normalize and validate information before its applications use it. Its MIND AI engine, now described as Multi-Source Intelligence Delivery, combines proprietary deterministic engines with large language models. The distinction matters in finance. Repeatable calculations and controlled paths can be checked; flexible language helps present the result.
The company's Proof of Dimension framework evaluates outputs across accuracy, relevance, clarity, neutrality and precision. Communify describes records of source provenance, model configuration and publication decisions. These are mechanisms for inspection, rather than a reason to stop inspecting. A reliable process still depends on reliable inputs.
That dependency became an acquisition strategy. In October 2025, Communify bought Empaxis Data Management, whose expertise included custody and accounting integrations. The announcement identified fragmented, inaccessible information as a barrier to AI adoption. The obstacle sat upstream of the attractive interface.
The sequence is instructive: first acquire market-data distribution, then strengthen the connections to firms' internal records. It suggests a practical lesson for other software builders. Follow the work backward until you find the dependency that keeps the useful feature from working.
03 / Give the statement a plot
Communify's Stories products organize financial information into guided narratives. Stock Stories bring together company fundamentals, performance and analyst views. Fund Stories explain holdings and strategy. Portfolio Stories describe allocations, risk and performance drivers. Client Stories extend the approach to a person's broader finances.
MoneyMap supplies part of that foundation by assembling assets, liabilities, income and expenses from documents and connected accounts. An advisor can use the resulting record to prepare for a meeting; the same information can support a Client Story or personalized podcast. Intelligent Chat provides a conversational interface, while Intelligent Dialogues guide users through defined decision paths.
In its July 2026 Stories announcement, Communify reported that 90% of viewers read a full narrative. That is a vendor-reported engagement result, not evidence of better investment returns. The useful question is whether an explanation earns enough attention to help a reader understand a decision.
“The future of the wealth industry is personalization.”
John Wise / October 2024 product launch
04 / The economics of assembling
Communify offers SaaS products and custom implementations assembled from existing components. Firms can adopt applications, embed experiences or connect through APIs. The business competes with internal development and specialist providers of advisor intelligence and client experiences. Its pitch rests on combining the data connections, application library and delivery work.
Finextra offers a concrete example. Its collaboration began with a Solution Design Study and produced Finextra Pro, combining financial news, market search, watchlists and portfolio tools. Communify says the financial search experience went live in under six weeks. That account demonstrates an implementation approach, rather than a timetable every buyer should expect.
A March 2026 partnership with Australia's Entireti takes the approach into advice practices, joining information from existing software, emails and documents. Its announced rollout was phased. The conditions matter: access to records, consistent definitions, integration work and institutional review all shape what can be delivered.
The transferable idea is modest and useful. Choose one question a customer needs answered. Connect the records required to answer it. Make the answer inspectable. Then put it where the customer already works. Communify's wager is that a good explanation, supported by dependable machinery, can earn its place in a financial relationship.