Actifi Overview

  • Year Founded
  • 2003

Year Founded

  • Status
  • Private

  • Employees
  • 27

Employees

  • Latest Deal Type
  • 2ndary - Private

Actifi General Information

Description

Developer of a software designed to help financial services organizations drive organic growth and retention. The company's software identifies opportunities for advisors, creates step-by-step roadmaps and automatically puts coaching checkpoints in place, enabling financial institutions and advisors to provide integrated advice profitably.

Contact Information

Website
www.actifi.com
Ownership Status
Privately Held (backing)
Financing Status
Formerly Angel backed
Corporate Office
  • 600 Highway 169 South
  • Suite 250
  • St. Louis Park, MN 55426
  • United States
+1 (763)
Primary Industry
Financial Software
Vertical(s)
FinTech
Corporate Office
  • 600 Highway 169 South
  • Suite 250
  • St. Louis Park, MN 55426
  • United States
+1 (763)

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Actifi Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
2. Secondary Transaction - Private 15-Jun-2023 Completed Generating Revenue
1. Angel (individual) 25-Aug-2011 Completed Generating Revenue
To view Actifi’s complete valuation and funding history, request access »

Actifi Patents

  • 6

    Total Documents Applications and Grants

  • Total Patents Families

  • 2

    Granted

  • Pending

  • Expiring in next 12 mo

Actifi Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-10186167-B2 Systems and methods for mobile computer guided coaching Active 27-Apr-2015
US-20160314705-A1 Systems and methods for mobile computer guided coaching Active 27-Apr-2015
US-20190318649-A1 Systems and methods for mobile computer guided coaching Inactive 27-Apr-2015
US-20140322677-A1 Systems and methods for computer guided coaching Inactive 15-Mar-2013
US-20190318641-A1 Systems and methods for computer guided coaching Inactive 15-Mar-2013 G09B5/02
To view Actifi’s complete patent history, request access »

Actifi Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Actifi FAQs

  • When was Actifi founded?

    Actifi was founded in 2003.

  • Where is Actifi headquartered?

    Actifi is headquartered in St. Louis Park, MN.

  • What is the size of Actifi?

    Actifi has 27 total employees.

  • What industry is Actifi in?

    Actifi’s primary industry is Financial Software.

  • Is Actifi a private or public company?

    Actifi is a Private company.

  • What is Actifi’s current revenue?

    The current revenue for Actifi is .

  • How much funding has Actifi raised over time?

    Actifi has raised $138K.

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