Meet Fynancial, the only Digital Experience Platform (DXP) for the wealth management industry that combines traditional wealth management tools with modern social engagement features.
Social media introduced the scroll
We just think the scroll belongs on your own app.
Post directly to your client's and prospect's pocket, integrate your planning and performance providers, and be where your clients spend 5 hours a day...
On the phone.
Click Learn More to access our demo app. A sales call can wait.
Company Details
- Employees
- 15
- Founded
- -
- Address
- Covington, Kentucky
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.fynancial.com
- Keywords
- WealthTech, Client Experience, Client Communication, Advisor Tools, Mobile Experiences, Automation, Prospecting, NextGen.
- HQ
- Covington, Kentucky
Fynancial Questions
Fynancial's website is http://www.fynancial.com
Fynancial's LinkedIn profile is https://www.linkedin.com/company/fynancial
Fynancial has
15 employees.
View email and phone details for 15
employees at Fynancial.
Fynancial's industry is
Financial Services
Fynancial's top competitors are
Saas Partners,
Taxstatus,
Finny,
Dispatch,
Jump - Advisor Ai,
Financial Fitness App,
Future Proof,
Canopy Capital Group,
Lodas Markets,
Wealthbox.
Fynancial's categories are Financial Services
Fynancial's founding year is 2022
