Finworx Information

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Finworx is a turnkey, persona-based communication and investment platform for financial advisors. We bring efficiency to advisors’ practice by combining behavioral analysis, automated digital marketing, and an array of investment tools to help advisors create their own model portfolios. For more information on Finworx or to schedule a demo, visit Finworx.com.

Website	http://www.finworx.com
Revenue	$7 million
Employees	7 (0 on RocketReach)
Founded	2016
Address	9202 S Northshore Dr, Ste 300, Knoxville, Tennessee 37922, US
Phone	(865) 243-8000
Industry	Financial Services, Brokerage, Fintech, Finance, Marketing, Investing, Communications
Keywords	Financial Advisor Platform, Investment Platform, Advisor Technology Platform, Practice Management Software, Behavioral Analysis, Investment Management Tools, Wealth Management Technology, Digital Marketing Automation, Financial Technology, Digital Client Engagement, Automated Marketing, Fintech Solutions, Advisor Crm, Marketing Automation For Advisors, Client Communication
Competitors	Morgan Stanley, Goldman Sachs, Fidelity Investments, BlackRock, Vanguard, T. Rowe Price, Raymond James, J.P. Morgan, ステート・ストリート・グローバル・アドバイザーズ（株）, Schwab Advisor Services +38 more (view full list)
SIC	SIC Code 6211 Companies, SIC Code 621 Companies, SIC Code 62 Companies
NAICS	NAICS Code 52 Companies, NAICS Code 523 Companies

Finworx Questions

What is the annual revenue of Finworx?

The Finworx annual revenue was $7 million in 2026.

Where is Finworx based?

Finworx is based in Knoxville, Tennessee.

What is the NAICS code for Finworx?

The NAICS codes for Finworx are [52, 523].

What is the SIC code for Finworx?

The SIC codes for Finworx are [6211, 621, 62].

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