Fingage Advisors

Financial Software · 1-10 Employees

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Overview

Revenue

<$5 Million

Industry

Financial Software Software Software Testing Business Services
ZI Rank: 1
Signal Type
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ZI Rank
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About Fingage Advisors

Fingage offers technology-driven investment solutions designed to empower financial advisors through intelligent automation. Their platform provides personalized investment solutions, automated portfolio management, and a model marketplace for creating and distributing custom models. Targeting RIA firms, broker-dealers, and investment managers, Fingage equips advisors with tools for direct indexing, tax-loss harvesting, and comprehensive financial planning. The company is based in San Francisco, CA, and aims to streamline workflows while enhancing client engagement.Explore more
Fingage Advisors's Social MediaPopular SearchesFingage Advisors LLCFingage Holdings IncFingageSIC Code 73,737NAICS Code 54,541Show more

Fingage Advisors Org Chart

PhoneEmail
Samer Habl, Founder at Fingage Advisors

Founder

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Fingage Advisors

<$5M
1-10
Private
-
2015
Samer Habl, Founder at Fingage Advisors
Samer HablFounder
<$5M
11-50
Private
-
1962
NG
Nicole GayChief Compliance Officer
<$5M
11-50
Private
-
2011
<$5M
1-10
Private
-
2012
DF
Darren FoxFounder & Managing Director
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
2014
Mark Alcorn, President & Wealth Advisor at Diversified Wealth Management Solutions
Mark AlcornPresident & Wealth Advisor
Illustration of an envelope

Company Profile Activity

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Among all Software companies

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Activity Insights

Fingage Advisors is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

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

Fingage Advisors Tech Stack

A closer look at the technologies used by Fingage Advisors

Fingage Advisors News & Media

  • LT Trust Offers Fingage’s Unique 401(k) Managed Account Solution

    SAN FRANCISCO--(BUSINESS WIRE)--Fingage Advisors, a digital RIA focused on participant-level, personalized retirement solutions, today announced that LT Trust, a leading national retirement plan provider, has added Fingage’s managed account solution to its recordkeeping platform. Fingage delivers an innovative online retirement investing solution for 401(k) participants in advisor-sold plans, customizable for any plan fund line up. Fingage’s institutional investment approach is unlike other dig
Read more news

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Frequently Asked Questions Regarding Fingage Advisors

What is Fingage Advisors's official website?
Fingage Advisors's official website is www.fingage.com
What is Fingage Advisors's Revenue?
Fingage Advisors's revenue is <$5 Million
What is Fingage Advisors's SIC code?
Fingage Advisors's SIC: 73,737
What is Fingage Advisors's NAICS code?
Fingage Advisors's NAICS: 54,541
How many employees does Fingage Advisors have?
Fingage Advisors has 1-10 employees
What industry does Fingage Advisors belong to?
Fingage Advisors is in the industry of: Financial Software, Software, Software Testing
What is Fingage Advisors competition?
Fingage Advisors top competitors include: Vibrance Wealth Management, Eppolito Financial Strategies, Diversified Wealth Management Solutions, Fortune Wealth Management
What technology does Fingage Advisors use?
Some of the popular technologies that Fingage Advisors uses are: Eploy, Engage ATS, Google Font API, Empetus
What does Fingage Advisors do?

Fingage offers technology-driven investment solutions designed to empower financial advisors through intelligent automation. Their platform provides personalized investment solutions, automated portfolio management, and a model marketplace for creating and distributing custom models. Targeting RIA firms, broker-dealers, and investment managers, Fin... gage equips advisors with tools for direct indexing, tax-loss harvesting, and comprehensive financial planning. The company is based in San Francisco, CA, and aims to streamline workflows while enhancing client engagement.Read More

What are Fingage Advisors social media links?
Fingage Advisors Linkedin page Fingage Advisors Twitter page Fingage Advisors Facebook page
Is Fingage Advisors a public company?
Fingage Advisors is private company therefore does not currently have an official ticker symbol
See more information about Fingage Advisors

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