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Actifi

Actifi
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:
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 55447
United States

+1 (763) 550-0223
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Actifi Valuation and Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
1. Angel (individual) 25-Aug-2011 $138k $138k Completed Generating Revenue
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Actifi Executive Team (6)

Name Title Board
Seat
Contact
Info
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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