Finliti
Financial Software · Canada · 1-10 Employees
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Overview
Headquarters
Toronto, Ontario, CanadaWebsite
www.finliti.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Finliti
Finliti specializes in behavioral finance integrations designed for Registered Investment Advisors and enterprises. Their products include the Finliti Advisor Solution, which offers effortless email integration for personalized investor insights, and a powerful Salesforce integration that enhances CRM capabilities with investor personality insights. The company aims to help clients retain and grow their business by providing actionable insights and a seamless user experience. Finliti's solutions are tailored for financial professionals looking to elevate client engagement and decision-making.Explore more
Finliti Org Chart
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Finliti specializes in behavioral finance integrations designed for Registered Investment Advisors and enterprises. Their products include the Finliti Advisor Solution, which offers effortless email integration for personalized investor insights, and a powerful Salesforce integration that enhances CRM capabilities with investor personality insights... Read More
