ActiFi is a software and solutions company that enables financial institutions and their advisors to provide world-class, integrated advice more effectively and profitably. Financial services firms are spending millions of dollars and countless hours to grow, retain, and attract advisors. But they lack transparency into the quality, consistency and quantity of leader interactions with advisors. Organizational programs and initiatives are not as effective as they could be and advisors don’t fully experience the organization’s value proposition. Our technology solves these issues in a scalable, measurable, and integrated manner. With ActiFi SuccessPro you are able to: Engage your advisors. Understand your advisors’ individual perceptions of your value proposition, create plans to improve them, and execute the plans - with scale. Empower your leaders. Create consistency and scale with the delivery of high-quality data-driven one-on-one meetings across your organization – with transparency. Elevate your endeavors. Align your programs and initiatives to the strategic goals of the organization and drive greater levels of adoption and use - with measurable results.
View Top Employees from ActiFiWebsite | http://www.actifi.com |
Revenue | $17 million |
Funding | $350000 |
Employees | 33 (33 on RocketReach) |
Founded | 2003 |
Address | 600 Highway 169 S Suite 250, Minneapolis, Minnesota 55426, US |
Phone | (763) 550-0223 |
Technologies |
JavaScript,
HTML,
PHP
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Industry | Financial Services, Business Services General, Business Services |
Web Rank | 17 Million |
Keywords | Actifi, Inc. | |
Competitors | Eikos Partners, Meridian Integration, LLC, Spectrem Group, The LoBue Group, Tiburon Strategic Advisors |
SIC | SIC Code 87 Companies, SIC Code 874 Companies |
NAICS | NAICS Code 54 Companies, NAICS Code 541 Companies, NAICS Code 54161 Companies, NAICS Code 541611 Companies, NAICS Code 5416 Companies |
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The ActiFi annual revenue was $17 million in 2024.
33 people are employed at ActiFi.
ActiFi is based in Minneapolis, Minnesota.
The NAICS codes for ActiFi are [54, 541, 54161, 541611, 5416].
The SIC codes for ActiFi are [87, 874].