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Actifi

Total Funding

$137.5 K

Actifi Summary

Company Summary

Overview
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.
Type
Private
Status
Active
Founded
2003
HQ
Minneapolis, MN, US | view all locations
Website
https://www.actifi.com/
Cybersecurity rating
Sectors

Key People

  • Spenser Segal

    Spenser Segal, Chief Executive Officer

    • Mark Nahlovsky

      Mark Nahlovsky, Vice President – Technology Consulting

      • Bill Houghton

        Bill Houghton, Vice President, Product

        • Jeff Range

          Jeff Range, Vice President, Consulting

          LocationsView all

          1 location detected

          • Minneapolis, MN HQ

            United States

            600 Highway 169 S, Suite 250

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