FiSpoke
Financial Software · Massachusetts, United States · 11-50 Employees
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Overview
Headquarters
1 Grove St, Wellesley, Massachusetts, 02...Phone Number
(617) 395-8950Website
www.fispoke.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
2
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About FiSpoke
Fispoke is dedicated to serving financial advisors and their clients with best-in-class bespoke financial solutions. Their mission is to revolutionize wealth management with a cutting-edge technology platform tailored for financial advisors, integrating wealth management and banking services to empower advisors as true fiduciaries for their clients. Fispoke simplifies wealth management by offering a single integrated platform that streamlines operations and enhances advisors' efficiency in managing client assets and adapting to market changes. By consolidating a diverse suite of financial products and offering comprehensive banking solutions, Fispoke equips advisors with access to integrated lending solutions, ensuring capital preservation, consistent risk management, and competitive yields tailored to their clients' needs.Explore more
FiSpoke Org Chart
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FiSpoke financials insights
Gather financial insights about FiSpoke, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2024
Other Financing Round
$2M
2025
Private Equity
$3.7M
FiSpoke Tech Stack
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Fispoke is dedicated to serving financial advisors and their clients with best-in-class bespoke financial solutions. Their mission is to revolutionize wealth management with a cutting-edge technology platform tailored for financial advisors, integrating wealth management and banking services to empower advisors as true fiduciaries for their clients... Read More
