Introducing Koala Prospector! Bringing Waterfall Enrichment to Reps

Learn More!
fi360

fi360

Fi360, a Broadridge® Company, is a fiduciary education, training and technology company that 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™, CEFEX and the Fi360 Fiduciary Score®. Fi360 was acquired by Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader and part of the S&P 500® Index, in 2019.

Last updated on

About fi360

Founded

1999

Estimated Revenue

$10M-$50M

Employees

51-250

Category

Industry

Financial Services

Location

City

Pittsburgh

State

Pennsylvania

Country

United States

Tech Stack (52)

search