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Actifi

Description

Provider of software products to financial institutions and advisory firms. The company offers a practice management software that helps financial advisors and institutions to prioritize and translate high level business objectives and goals into executable plans and processes.

2003

Founded

PRIVATE

Status

11-50

Employees

Angel

Latest Deal Type

$138k

Latest Deal Amount

$138k

Total Amount Raised

Description

Provider of software products to financial institutions and advisory firms. The company offers a practice management software that helps financial advisors and institutions to prioritize and translate high level business objectives and goals into executable plans and processes.

Website:

www.actifi.com

Ownership Status

Privately held (backing)

Financing Status

Angel-Backed

Primary Industry

Application Software

Other Industries

Business/Productivity Software

Primary Office

3030 Harbor Lane Suite 216 Plymouth, MN 55447United States +1 (763) 550-0223
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Actifi Valuation and Funding

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Deal TypeDateAmountRaised to DatePost-ValStatusStage

Actifi Executive Team (6)

NameTitleBoard
Seat
Contact
Info
Robert NicholsonChief Financial Officer & Founder
Scott SchmidtFounding Partner
Sam RichterChief Marketing Officer & Senior Vice President
Spenser SegalChief Executive Officer
Jeffrey HainesChief Operating Officer
Robert Nicholson Chief Financial Officer & Founder
Scott Schmidt Founding Partner
Sam Richter Chief Marketing Officer & Senior Vice President
Spenser Segal Chief Executive Officer
Jeffrey Haines Chief Operating Officer
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