Company

Fynancial

Financial Services Covington, Kentucky, United States 15 employees

Employees: 15
Contacts: 3
Emails: 3
Phones: 2

www.fynancial.com LinkedIn

Fynancial Overview

Headquarters: Covington, Kentucky, United States
Website: www.fynancial.com
Industry: Financial Services
Employees: 15
Founded: 2022
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

WealthTech Client Experience Client Communication Advisor Tools Mobile Experiences Automation Prospecting NextGen

About Fynancial

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.

Fynancial Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 2; 50.0% coverage

Fynancial Org Chart

Sample employees and titles

Name	Title	Location	Contact
Kate Asack	Modernizing Wealth Management	Boston, Massachusetts, United States	Email
Patrick Micklewright	VP of Sales at Fynancial - Empowering	Lexington, Kentucky, United States	Email Phone
Henry Nichols	Product@fynancial 💻 - Wealthtech	Nashville Metropolitan Area, United States	Email Phone
Aaron Klein	Founder at Contio. on a Mission to Kill		View