Fi360, a fiduciary education, training and technology company, helps 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.
View Top Employees from fi360| Website | http://www.fi360.com |
| Revenue | $17 million |
| Employees | 115 (115 on RocketReach) |
| Founded | 1999 |
| Address | 3 Penn Ctr W, Ste 400, Pittsburgh, Pennsylvania 15276, US |
| Phone | (412) 504-0705 |
| Industry | Membership Organizations, FinTech, Fiduciary, Organizations, Financial Services, Ethics, Software, Finance, Investment, Governance, Asset Allocation, Fees, Due Diligence, Regulation, ERISA |
| Web Rank | 1 Million |
| Keywords | Fi360, Renew Aif Licen Se, Aif Designation, What Is Ocio, Fi360 Login |
| Competitors | AffiniPay, CAIA Association, CEG Worldwide LLC, CFA Institute, Western Pacific Securities |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 5614 Companies, NAICS Code 56149 Companies, NAICS Code 561 Companies, NAICS Code 561499 Companies, NAICS Code 56 Companies |
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fi360 Questions
The fi360 annual revenue was $17 million in 2023.
Sean Flood is the National Account Director at Broadridge Fi360 Solutions of fi360.
115 people are employed at fi360.
fi360 is based in Pittsburgh, Pennsylvania.
The NAICS codes for fi360 are [5614, 56149, 561, 561499, 56].
The SIC codes for fi360 are [628, 62].
Top fi360 Employees
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