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Actifi is a company that provides advisor success solutions to the financial services industry. It specializes in helping firms achieve growth through increased advisor retention, client satisfaction, deployment and adoption of advisor-facing technology. ActiFi works with wirehouses, broker-dealers, independent broker-dealers, registered investment advisors, custodians, banks, and other institutions.
HQSt. Louis Park, US


Actifi is headquartered in
St. Louis Park, United States

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Employees (est.) (Mar 2020)27

Key People/Management at Actifi

Spenser Segal

Spenser Segal

Chief Executive Officer
Emily Cattoor

Emily Cattoor

Chief Financial Officer
Mark Nahlovsky

Mark Nahlovsky

Vice President – Technology Consulting
Bill Houghton

Bill Houghton

Vice President, Product
Jeff Range

Jeff Range

Vice President, Consulting
Oleg Iatic

Oleg Iatic

Vice President, Process Improvement
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Actifi Office Locations

Actifi has an office in St. Louis Park
St. Louis Park, US (HQ)
600 Highway 169 South, Suite 730
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Actifi Financials and Metrics

Summary Metrics

Founding Date


Actifi total Funding

$137.5 k

Actifi latest funding size

$137.50 k

Time since last funding

9 years ago
Actifi's latest funding round in August 2011 was reported to be $137.5 k. In total, Actifi has raised $137.5 k
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Actifi Online and Social Media Presence

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Actifi Frequently Asked Questions

  • When was Actifi founded?

    Actifi was founded in 2003.

  • Who are Actifi key executives?

    Actifi's key executives are Spenser Segal, Emily Cattoor and Mark Nahlovsky.

  • How many employees does Actifi have?

    Actifi has 27 employees.

  • Who are Actifi competitors?

    Competitors of Actifi include Quesnay, TABB Group and MBS Capital Markets.

  • Where is Actifi headquarters?

    Actifi headquarters is located at 600 Highway 169 South, Suite 730, St. Louis Park.

  • Where are Actifi offices?

    Actifi has an office in St. Louis Park.

  • How many offices does Actifi have?

    Actifi has 1 office.