Indyfin
Customer Engagement Platforms · Texas, United States · 1-10 Employees
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Overview
Headquarters
1722 Routh St Ste 900, Dallas, Texas, 75...Phone Number
(833) 463-9346Website
www.indyfin.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About Indyfin
Indyfin empowers financial advisors and wealth management firms allowing them to spend their time doing what they do best while taking the time, stress and guesswork out of converting leads into signed clients. The company was founded in 2018 and is headquartered in Dallas, Texas.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Indyfin
<$5M
1-10
Private
$5M
2018
N/A
Company Profile Activity
Activity Insights
Indyfin is experiencing very low activity levels compared to other companies in the Software sector.
What does this means?
Indyfin is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Indyfin.
Indyfin financials insights
Gather financial insights about Indyfin, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2021
Other Financing Round
$3M
Unspecified
$2M
Indyfin Tech Stack
A closer look at the technologies used by Indyfin
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Indyfin News & Media
WiserAdvisor Acquires Indyfin
WiserAdvisor, a Fairfax, VA-based investor referral generation platform for financial advisors and advisory firms, acquired Indyfin, a Dallas, TX-based investor experience platform. The amount of the deal was not disclosed. The acquisition is set to strengthen WiserAdvisor’s marketplace position by providing financial advisors with an online software product that helps them gather reviews to earn trust […] The post WiserAdvisor Acquires Indyfin appeared first on FinSMEs.WiserAdvisor, a leading marketplace for wealth management firms, proudly announces the successful acquisition of Indyfin and its investor experience platform
FAIRFAX, Va., Aug. 2, 2023 /PRNewswire/ -- Today, WiserAdvisor, a leading investor referral generation platform for financial advisors and advisory firms, has announced the acquisition of Indyfin, the Dallas-based fintech company to build on its existing product suite and create a...Mercer Advisors Chooses Indyfin for Client Feedback, Reviews, and...
Innovative "Yelp" for advisors gaining momentum with leading independent advisors (PRWeb March 01, 2023) Read the full story at https://www.prweb.com/releases/mercer_advisors_chooses_indyfin_for_client_feedback_reviews_and_online_matchmaking/prweb19195625.htmIndyfin and Wealthbox Announce New Technology Integration to...
The Wealthbox integration enables advisors to seamlessly synchronize data and effortlessly import client contacts for collecting invaluable client feedback (PRWeb May 26, 2022) Read the full story at https://www.prweb.com/releases/indyfin_and_wealthbox_announce_new_technology_integration_to_streamline_the_gathering_of_client_feedback/prweb18703637.htm
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Frequently Asked Questions Regarding Indyfin
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Indyfin empowers financial advisors and wealth management firms allowing them to spend their time doing what they do best while taking the time, stress and guesswork out of converting leads into signed clients. The company was founded in 2018 and is headquartered in Dallas, Texas.... Read More
