Total Funding
56
Total FundingVenture - Series Unknown raised
Growth Score
pts
Heat Score
3 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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133749
Fi360 provides fiduciary-centric software tools, data analytics, and educational programs to financial advisors.
Acquired by 
Broadridge
- Drew Hurt: CFO
- Jennifer K. Hicks: Accredited Investment Fiduciary
About the Company
Fi360 is a fiduciary technology and training company helping financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Since 1999, the firm has provided financial professionals with the tools necessary to act as a fiduciary in their work with investors. Headquartered in Pittsburgh, PA,
Fi360 is the home of the Accredited Investment Fiduciary® (AIF®) designation, the Fiduciary Focus Toolkit™ and the Fi360 Fiduciary Score®. Fi360 is also the parent company of CEFEX. Learn more at www.Fi360.com, via Twitter, or on LinkedIn.
