FI360
Fi360 is a fiduciary technology and training company helping financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets. Since 1999, the firm has provided financial professionals with the tools necessary to act as a fiduciary in their work with investors. Headquartered in Pittsburgh, PA, Fi360 is the home of the Accredited Investment Fiduciary® (AIF®) designation, the Fiduciary Focus Toolkit™ and the Fi360 Fiduciary Score®. Fi360 is also the parent company of CEFEX. Learn more at www.Fi360.com, via Twitter, or on LinkedIn.
FI360
Industry:
Analytics FinTech Software
Founded:
1999-01-01
Address:
Pittsburgh, Pennsylvania, United States
Country:
United States
Website Url:
http://www.Fi360.com
Total Employee:
101+
Status:
Active
Contact:
(844) 394-9960
Email Addresses:
[email protected]
Total Funding:
3.55 M USD
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Font API Google Analytics Google Universal Analytics Domain Not Resolving Microsoft Exchange Online Office 365 Mail
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Current Advisors List
Current Employees Featured
Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2018-06-19 | Center for Fiduciary Management | Center for Fiduciary Management acquired by Fi360 | N/A |
Official Site Inspections
http://www.Fi360.com Semrush global rank: 6.38 M Semrush visits lastest month: 1.07 K
- Host name: 104.239.153.47
- IP address: 104.239.153.47
- Location: San Antonio United States
- Latitude: 29.4963
- Longitude: -98.4004
- Metro Code: 641
- Timezone: America/Chicago
- Postal: 78218
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What We Do - Fi360
Fi360 helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets. Since 1999, Fi360 has been providing innovative solutions to …See details»
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The Broadridge Fi360 Solutions Annual Conference is the industry’s premier professional development conference. Founded in 2004, the conference was designed to deliver practical, …See details»
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Fi360 community grows to over 10,000 active designees. First annual National Fiduciary Day hosted in New York City, Chicago and San Francisco. The Ann Schleck and Co. Fee …See details»
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Log In - Fi360
Reset Your PasswordBy logging in, you agree to our EULASee details»
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Fi360 ScoreTM License – Run a peer percentile ranking of an investment against a set of quantitative due diligence criteria selected to reflect prudent fiduciary management. This score …See details»
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Contact | Fi360
Contact We love to hear from folks! It helps us to stay connected with the people who are our bosses – that’s you! Got a question? Need some guidance? We’re here for you. Get in touch …See details»
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Fi360 Fiduciary Score Criteria The following factors and thresholds are used in the Fi360 Fiduciary Score ® calculation. Regulatory oversight: Unregistered investments are excluded …See details»
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Fi360 Toolkit is a cloud-based investment management solution that helps fiduciary and non-fiduciary professionals handle and track customers’ investment portfolios on a centralized …See details»