Finiat
Financial Software · Florida, United States · 1-10 Employees
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Overview
Headquarters
2338 Immokalee Rd Pmb 166, Naples, Flori...Phone Number
(239) 271-3434Website
www.finiat.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Finiat
FINIAT is a technology-driven company that revolutionizes wealth management by providing financial advisors, RIAs, and family offices with innovative tools for portfolio construction, management, and client communication. Their platform utilizes AI and proprietary algorithms to streamline workflows, enhance personalization, and improve client relationships. By automating complex processes, FINIAT empowers advisors to focus on growth and delivering tailored investment experiences. The company aims to set a new standard in the industry, helping advisors differentiate their practices and meet the evolving demands of modern investors.Explore more
Popular SearchesFiniat LLCFiniatSIC Code 73,737NAICS Code 54,541Show moreFiniat Org Chart
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FINIAT is a technology-driven company that revolutionizes wealth management by providing financial advisors, RIAs, and family offices with innovative tools for portfolio construction, management, and client communication. Their platform utilizes AI and proprietary algorithms to streamline workflows, enhance personalization, and improve client relat... Read More
