Einstein Fi

Financial Software · United States · 11-50 Employees

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Overview

Headquarters

United States

Revenue

<$5 Million

Industry

Financial Software Software
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
1
1
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1

About Einstein Fi

Einstein FI offers comprehensive financial planning software designed for financial advisors, enabling them to create engaging and easily understandable plans for their clients. The software features a dynamic income planning tool that operates in real-time, allowing for live presentations and customized reports. It is tailored for individual firms with personalized branding and includes a household-centric database and built-in portfolio analysis. The company aims to enhance advisors' connection rates and closing ratios through its innovative tools and a 21-day challenge program.Explore more
Popular SearchesEinstein FiSIC Code 73,737NAICS Code 51,513Show more

Einstein Fi Org Chart

RH
United States flag for contact location.

Principal Chief Executive Officer

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Einstein Fi

<$5M
11-50
Private
-
-
RH
Robert HarwoodPrincipal CEO
<$5M
1-10
Private
-
2009
Allan Malina, President at Servus Capital Management
Allan MalinaPresident
<$5M
1-10
Private
-
2006
SY
Shveta YadavAdministrative Assistant
<$5M
1-10
Private
-
2010
WM
Walter MegonigalVice President, Wealth Advisor
<$5M
1-10
Private
-
2015
LB
Lester BotkinCEO & Financial Advisor
<$5M
1-10
Private
-
1989
MG
Michael GreenPresidenr and Owner
Illustration of an envelope

Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

Einstein Fi is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

Einstein Fi is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Einstein Fi.

Einstein Fi Tech Stack

A closer look at the technologies used by Einstein Fi

Top Financial Software Companies

Frequently Asked Questions Regarding Einstein Fi

What is Einstein Fi's official website?
Einstein Fi's official website is www.einsteinfi.com
What is Einstein Fi's Revenue?
Einstein Fi's revenue is <$5 Million
What is Einstein Fi's SIC code?
Einstein Fi's SIC: 73,737
What is Einstein Fi's NAICS code?
Einstein Fi's NAICS: 51,513
How many employees does Einstein Fi have?
Einstein Fi has 11-50 employees
What industry does Einstein Fi belong to?
Einstein Fi is in the industry of: Financial Software, Software
What is Einstein Fi competition?
Einstein Fi top competitors include: Hargrave Fiduciary Advisors, Botkin Family Wealth Management, Grand Strategy Capital, EverGreen Capital Management
What technology does Einstein Fi use?
Some of the popular technologies that Einstein Fi uses are: reCAPTCHA, Eploy, Engage ATS, Google Font API
What does Einstein Fi do?

Einstein FI offers comprehensive financial planning software designed for financial advisors, enabling them to create engaging and easily understandable plans for their clients. The software features a dynamic income planning tool that operates in real-time, allowing for live presentations and customized reports. It is tailored for individual firms... with personalized branding and includes a household-centric database and built-in portfolio analysis. The company aims to enhance advisors' connection rates and closing ratios through its innovative tools and a 21-day challenge program.Read More

Is Einstein Fi a public company?
Einstein Fi is private company therefore does not currently have an official ticker symbol
See more information about Einstein Fi

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