ActiFi

Acti Fi

Financial Services, 3030 HBR Ln, Minneapolis, Minnesota, 55447, United States, 11-50 Employees

actifi.com

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phone no Phone Number: 76********

Who is ACTIFI

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 serv...

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  • 3030 HBR Ln, Minneapolis, Minnesota, 55447, United States Headquarters: 3030 HBR Ln, Minneapolis, Minnesota, 55447, United States
  • 2003 Date Founded: 2003
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $10 Million to $25 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 7371

checked-icon Does something look wrong? Fix it. | View contact records from ACTIFI

ActiFi Org Chart and Mapping

Employees

Jennifer Pierce

V.P. Of Finance and Human Resources Manager

Bill Houghton

VP - Finance & Accounts

Oleg Iatic

SVP / Head of Customer Success

Lisa Gilbert

SVP, Account Executive

Mark Nahlovsky

Executive Vice President

Brian Heinzen

Customer Success Manager

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Frequently Asked Questions Regarding ActiFi

Answer: ActiFi's headquarters are located at 3030 HBR Ln, Minneapolis, Minnesota, 55447, United States

Answer: ActiFi's phone number is 76********

Answer: ActiFi's official website is https://actifi.com

Answer: ActiFi's revenue is $10 Million to $25 Million

Answer: ActiFi's SIC: 7371

Answer: ActiFi has 11-50 employees

Answer: ActiFi is in Financial Services

Answer: ActiFi contact info: Phone number: 76******** Website: https://actifi.com

Answer: 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 dont fully experience the organizations 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.

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