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Actifi

Actifi
2003 FOUNDED
PRIVATE STATUS
11-50 EMPLOYEES
Angel LATEST DEAL TYPE
$138K LATEST DEAL AMOUNT
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) 000-0000
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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 00000 Completed Generating Revenue
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Actifi Executive Team (7)

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

1 Former Executive

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