Fi360

Fi360

Fi360 is a fiduciary education, training and technology company, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors' assets. Fi360 empowers financial intermediaries to use the Prudent Practices® to profitably gather, grow and protect investors’ assets with a fiduciary standard of care. Our training, technology and analytics make implementing a prudent process for all clients easier at every step.

Total funding
~$3M
HQ 🇺🇸
Pittsburgh, United States
Year founded
1999
Status
Acquired
People
John D Benzinger
Chief Technology Officer
Drew Hurt
Chief Financial Officer
William Mueller
Chief Financial Officer, Chief Operating Officer
Scott Revare
Managing Director
Investors
Broadridge Financial Solutions
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