Financial Innovations - Crunchbase Company Profile & Funding

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Overview

Financial Innovations

Heat Score

86

Company Performance Metrics

Score

Trend

About These Metrics

AI Content may contain mistakes and is not legal, financial or investment advice.

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

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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See more interactive data and historical milestones on desktop for the best experience

About Financial Innovations

CB Rank

232335

Financial Innovations is a financial advisory firm that provides wealth management, financial planning, accounting, and insurance services.

Founded

obfuscation

Private

Atlanta, Georgia, United States

www.financialinnovations.biz/

Financial Services

Key People

Laura K. Schilling: Owner and President

Details

Legal Name

Financial Innovations, LLC

Operating Status

Active

Company Type

For Profit

Founders

Laura K. Schilling

Phone Number

+1 404-458-0065

Contact Email

planners@financialinnovations.biz

Diversity Spotlight

Predictions & Insights

Growth Prediction

See this Growth Prediction

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Financials

Market Intelligence

People

View Profiles & Contacts

Headcount

Employee Profiles

Contacts

Employee Profiles

Laura K. Schilling Owner and President

News

News and Press

News•

Jun 2, 2026

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News•

Apr 18, 2026

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Access a complete feed of recent news and press, from product launches to leadership changes.

Technology

View Tech Report

Monthly Web Visits

337

84.15%

in past month

IT Spend

$26.6K

This year,

Financial Innovations

is projected to spend

on IT, according to Aberdeen.

Interest Signals

Topic	Surge Score
Endpoint Management	90
NBC News	85
Bloomberg L.P.	85

Actively Used Products

15

Financial Innovations

uses

15

technology products and services including

,

, and

, according to G2 Stack.

Active Website Tech Count

4

Financial Innovations

is actively using

4

technologies for its website, according to BuiltWith. These include

CommonCrawl Top 50m

,

Google Maps API

, and

Google Maps for Work

.

Lists Featuring This Company

Lists Featuring This Company

Finance Companies With Less Than $50M in Revenue (Top 10K)

9,935 Number of Organizations • $244.1B Total Funding Amount • 18,711 Number of Investors

Atlanta Companies With Less Than $500M in Revenue (Top 10K)

9,911 Number of Organizations • $27.7B Total Funding Amount • 3,113 Number of Investors

Accounting Companies With Fewer Than 100 Employees (Top 10K)

9,617 Number of Organizations • $6.1B Total Funding Amount • 2,919 Number of Investors

Accounting Companies With Less Than $50M in Revenue (Top 10K)

9,467 Number of Organizations • $12.5B Total Funding Amount • 2,838 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

Financial Innovations

's headquarters?

Financial Innovations

is located in

Atlanta, Georgia, United States

.

Who are

Financial Innovations

's competitors? Alternatives and possible competitors to

Financial Innovations

may include

Wealth Enhancement Group

,

Creative Planning

, and

EP Wealth Advisors

.