We Unite the Financial Services Industry by providing Behavior-Based Advising Tools Our solution allows financial professionals to clearly understand their clients' financial personality and behavior as it relates to their financial decisions. Designed by Financial Professionals ~ Perfected by Educators & Science Reviewed by the Scientific Community: -World Academy of Science Engineering & Technology; Conference Presentation & Publication 2018 in Paris France (International Conference Behavioral Finance, Risk Behavior) -The Academy of Behavioral Finance & Economics Conference 2018 in Chicago, Illinois, US (Presentation & Research Review Submission) We provide solutions for financial firms & professionals: -Savings of up to 30% on E&O Premiums though our Partner Lockton Affinity/Lloyd's of London when utilizing our software -Increase revenue through enhanced communication & collaboration with clients -Save on marketing spend through targeted campaigns based on scientifically defined behavior personalities & attributes -Our assessment is 99% accurate! Its results help subscribers retain clients by knowing their clients' preferred communication style & guides allocation preferences Contact us today to learn more & schedule a no-obligation demo!
| Website | https://www.unitifi.com |
| Revenue | $3 million |
| Employees | 5 (4 on RocketReach) |
| Founded | 2017 |
| Address | 12020 Shamrock Plaza Suite # 200, Omaha, Nebraska 68154, US |
| Phone | (402) 979-7185 |
| Technologies |
JavaScript
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HTML
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Twitter
+8 more
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| Industry | Financial Services, Finance General, Finance |
| Keywords | Financial Services, Behavioral Finance, Investment Advice, Financial Technology, Fintech Solutions, Wealth Management, Financial Planning, Advisor Tools, Behavioral Analysis, Risk Assessment, Portfolio Management, Financial Decisions, Investment Strategies, Customer Profiling, Data Analytics, Financial Insights, Client Engagement, Digital Advice |
| Competitors | Stay-at-home Mom, Kajabi, Teachable, Freelance Translator Academy, Udemy, Coursera, Skillshare, LearnDash, Moodle Pty Ltd, RFA Tutors +40 more (view full list) |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies |
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Unitifi® Questions
The Unitifi® annual revenue was $3 million in 2026.
Jerry Szatko is the CEO of Unitifi®.
4 people are employed at Unitifi®.
Unitifi® is based in Omaha, Nebraska.
The NAICS codes for Unitifi® are [5239, 523, 52393, 52].
The SIC codes for Unitifi® are [628, 62].
Top Unitifi® Employees
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Jerry Szatko
CEO at Unitifi®
Omaha, NE, US32 -
Marc Lim
Chief Strategy Officer at Unitifi®
Omaha, NE, US -
Emily Wetherall
Customer Service Lead at Unitifi®
Grants Pass, OR, US5+5+
