ActiFi
Financial Software · Minnesota, United States · 11-50 Employees
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Overview
Headquarters
600 Hwy 169 S Ste 250, Minneapolis, Minn...Phone Number
(763) 550-0223Website
www.actifi.comRevenue
$17 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
2
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About ActiFi
ActiFi provides financial services software and consulting through its SuccessPro platform, designed to enhance organic growth and retention for financial organizations. The software offers tailored solutions for advisors, empowering them with tools to maximize their potential and align with organizational goals. ActiFi serves a diverse clientele, including small to large financial institutions, with customizable editions to meet varying needs. Their approach focuses on engaging advisors, empowering leaders, and elevating organizational endeavors to drive measurable results.Explore more
ActiFi Org Chart
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Activity Insights
ActiFi is experiencing very low activity levels compared to other companies in the Software sector.
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ActiFi is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about ActiFi.
ActiFi financials insights
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2020
Debt
$350K
ActiFi Tech Stack
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Executive Move
Board of Directors
Executive Move
Board of Directors
Funding
ActiFi has received an SBA PPP loan for $350,000-1 million from Associated Bank.
Funding
ActiFi News & Media
Industry Veterans Derek Bruton and John Wernz Join ActiFi's Board of Directors
ST. LOUIS PARK, Minn.--(BUSINESS WIRE)--In the pursuit of continuing to partner with leading financial institutions to engage, empower, and elevate their financial advisors, ActiFi welcomes Derek Bruton and John Wernz to its board of directors. They will help guide the future development of the firm’s marketing and sales efforts. Derek Bruton is Senior Managing Director of the Gladstone Group. He brings his unique experience to the financial institutions and advisors he counsels. A proven stratDemand for More Personalized Advice Prompts Financial Advisors to Shift Towards Coplanning Model, SEI Research Shows
OAKS, Pa., March 12, 2018 /PRNewswire/ -- As the advice-management landscape evolves, financial advisors are implementing new client-centric technologies and processes that can help increase transparency, create more value, and provide clients a more active role in financial planning,...Demand for More Personalized Advice Prompts Financial Advisors to Shift Towards Coplanning Model, SEI Research Shows
OAKS, Pa., March 12, 2018 /PRNewswire/ -- As the advice-management landscape evolves, financial advisors are implementing new client-centric technologies and processes that can help increase transparency, create more value, and provide clients a more active role in financial planning,...
Read more news
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Frequently Asked Questions Regarding ActiFi
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ActiFi provides financial services software and consulting through its SuccessPro platform, designed to enhance organic growth and retention for financial organizations. The software offers tailored solutions for advisors, empowering them with tools to maximize their potential and align with organizational goals. ActiFi serves a diverse clientele,... Read More
