EISI
Financial Software · Canada · 201-500 Employees
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Overview
Headquarters
500-330 St Mary Ave, Winnipeg, Manitoba,...Phone Number
(760) 431-9400Website
www.eisi.comRevenue
$69 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About EISI
Founded in 1990, EISI is a pioneer in developing productive software solutions for financial advisors. Its staff of 230 professionals is solely committed to the NaviPlan product line, which is licensed to more than 70,000 financial professionals and customized for more than 40 financial institutions across North America. The NaviPlan suite of software addresses the full spectrum of wealth management concepts. Its fully integrated and modular design makes NaviPlan a flexible planning tool for advisors serving all segments of the financial services market.Explore more
EISI Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
11-50
Private
-
1984
Mercedes MarleauChief Financial Officer & Management Services Director, Finance
Company Profile Activity
Activity Insights
EISI is experiencing very low activity levels compared to other companies in the Software sector.
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EISI is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about EISI.
EISI Tech Stack
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Frequently Asked Questions Regarding EISI
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Founded in 1990, EISI is a pioneer in developing productive software solutions for financial advisors. Its staff of 230 professionals is solely committed to the NaviPlan product line, which is licensed to more than 70,000 financial professionals and customized for more than 40 financial institutions across North America. The NaviPlan suite of softw... Read More
