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| Website | http://www.thefsi.org/ |
| Revenue | $5 million |
| Employees | 118 (60 on RocketReach) |
| Founded | 2007 |
| Web Rank | 3 Million |
| Keywords | Financial Services, Financial Planning, Investment Management, Financial Advisory, Wealth Management, Asset Management, Retirement Planning, Portfolio Management, Insurance Solutions, Financial Technology, Brokerage Services, Risk Management, Fintech Solutions, Estate Planning, Capital Markets, Regulatory Compliance, Tax Planning, Investment Banking, Private Equity, Alternative Investments |
| Competitors | American Bankers Association, National Association of Insurance Commissioners (NAIC), CFP, SIFMA, ICBA, Investment Company Institute, Corporate Treasurers, NASAA, Financial Planning Association of WNY, Food System Innovations +27 more (view full list) |
Looking for a particular FSI employee's phone or email?
The FSI annual revenue was $5 million in 2026.
John Ferrell is the President of FSI.
60 people are employed at FSI.