FINIAT is a next-generation wealth management technology provider, purpose-built to empower financial advisors with a comprehensive, end-to-end suite of portfolio management solutions. Our tools are designed to streamline operations, enhance client engagement, and establish advisor value in a competitive landscape.
Our proprietary technologies harness the power of algorithms, quantitative analyses, and artificial intelligence—making it easy for advisors to construct, manage, and explain hyper-personalized investment strategies at scale. Every solution is fully customizable and can be white-labeled to match your firm’s unique identity and workflow.
FINIAT can function as your personal quant, private TAMP, or customizable OCIO, depending on your firm’s size and structure. Whether you’re an independent breakaway advisor or part of a large RIA, our platform is thoughtfully engineered to help you attract and retain high-net-worth clients through a transparent, engaging, and personalized investment experience.
📍 Headquartered in the Greater Orlando Area with a central office in Tulsa, OK.
👉 Learn more at www.finiat.com
📅 Book a demo: https://calendly.com/rbandy-finiat/new-meeting
© 2025 FINIAT LLC, a Registered Investment Adviser
Company Details
- Employees
- 7
- Founded
- -
- Address
- 808 N. Donnelly Street, Mount Dora,florida 32757,united States
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- https://finiat.com
- Keywords
- Portfolio Positioning, Investment Algorithms, Allocation Technologies, Portfolio Management, Portfolio Analytics, Tactical Asset Management.
- HQ
- Mount Dora, Florida
Finiat Questions
Finiat's website is https://finiat.com
Finiat's LinkedIn profile is https://www.linkedin.com/company/finiat
Finiat has
7 employees.
View email and phone details for 7
employees at Finiat.
Finiat's industry is
Investment Management
Finiat's categories are Investment Management
Finiat's founding year is 2023
