OverviewSuggest Edit

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.
TypePrivate
Founded2003
HQSt. Louis Park, US
Websiteactifi.com

Locations

Actifi is headquartered in
St. Louis Park, United States

Location Map

Latest Updates

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

2003

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.