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Fi360

Fi360 helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets. Since 1999, Fi360 has been providing innovative solutions to financial services providers, including the AIF® and AIFA® designation programs, the Fi360 Toolkit™ software, and the Fi360 Fiduciary Score®.... Read more

Vision

All investors’ wealth and retirement accounts managed with a fiduciary standard of care.... Read more

Mission

To help financial intermediaries use prudent fiduciary practices to profitably gather, grow, and protect investors’ assets.... Read more

Values

Responsibility
We are obligated to our clients, our co-workers, our shareholders, the community, and society.

Headquarters

Pittsburgh, PA

Employees

89 US Employees

Industry

Financial Services & Insurance - Other

Recent Awards