Unitifi

Financial Software · Nebraska, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

12020 Shamrock Plz Ste 200, Omaha, Nebra...

Phone Number

(402) 979-7185

Revenue

<$5 Million

Industry

Financial Software Software
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Unitifi

Unitifi provides financial professionals with the tools to communicate with clients better, offering valuable insights through a web-based assessment to understand investor's financial behavior. Their proprietary FinTech solution delivers foundational data to identify individual financial beliefs and behaviors accurately. Unitifi's platform helps financial services professionals enhance client satisfaction, maximize advisor skills, reduce litigation risks, and integrate with trusted software solutions. The assessment accuracy, backed by science, provides highly accurate and actionable information for financial organizations.Explore more
Unitifi's Social MediaPopular SearchesUnitifiUnitifi®SIC Code 73,737NAICS Code 54,541Show more

Unitifi Org Chart

Jerome Szatko, Chief Executive Officer at Unitifi
United States flag for contact location.

Chief Executive Officer

PhoneEmail
JM
United States flag for contact location.

Vice President, Business Development

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Unitifi your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Unitifi

Compare insights from companies similar to Unitifi, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Unitifi

<$5M
1-10
Private
-
2014
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
2013
<$5M
1-10
Private
-
2004
JG
Joel GreenbergFounder & Principal
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2014
MA
Mark AlcornFounding Member and President
Illustration of an envelope

Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Unitifi Tech Stack

A closer look at the technologies used by Unitifi

Unitifi News & Media

  • Disrupting Behavior-Based Advising Solutions with Unitifi’s Jerry...

    Disruption Interruption podcast host and veteran communications disruptor, KJ Helms, interviews Jerry Szatko, CEO of Unitifi, who says that financial services providers will best serve their clients... (PRWeb January 24, 2022) Read the full story at https://www.prweb.com/releases/disrupting_behavior_based_advising_solutions_with_unitifis_jerry_szatko/prweb18453910.htm
Read more news

Top Financial Software Companies

Frequently Asked Questions Regarding Unitifi

What is Unitifi's official website?
Unitifi's official website is www.unitifi.com
What is Unitifi's Revenue?
Unitifi's revenue is <$5 Million
What is Unitifi's SIC code?
Unitifi's SIC: 73,737
What is Unitifi's NAICS code?
Unitifi's NAICS: 54,541
How many employees does Unitifi have?
Unitifi has 1-10 employees
What industry does Unitifi belong to?
Unitifi is in the industry of: Financial Software, Software
What is Unitifi competition?
Unitifi top competitors include: Wealth Advisory Services, Cresta Advisors, Stratos Wealth Advisors, Sterling Total Wealth Solutions
What technology does Unitifi use?
Some of the popular technologies that Unitifi uses are: WooCommerce, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact Unitifi?
Unitifi contact info: Phone number: (402) 979-7185 Website: www.unitifi.com
What does Unitifi do?

Unitifi provides financial professionals with the tools to communicate with clients better, offering valuable insights through a web-based assessment to understand investor's financial behavior. Their proprietary FinTech solution delivers foundational data to identify individual financial beliefs and behaviors accurately. Unitifi's platform helps f... inancial services professionals enhance client satisfaction, maximize advisor skills, reduce litigation risks, and integrate with trusted software solutions. The assessment accuracy, backed by science, provides highly accurate and actionable information for financial organizations.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.