Loyal Investment

Referral partner
Founder Institute
Traction

Finliti is now in paid revenue pilots with leading wealth firms. Our core product, the FIPI, is backed by three peer-reviewed academic posters presented at the American and Canadian Psychological Associations.

This is where a company's traction statement would be visible. As you are not logged in, you cannot see it. When you become an advisor you'll be able to view the traction.

What is it?
Finliti helps wealth advisors personalize advice and streamline compliance using psychometric insights. Our tools connect KYC and KYP, while the Finlitiverse boosts product adoption through gamified ETF education.
Stage
Traction
Would like mentoring on...

Marketing and B2B Sales Best Practices

This is where you can find what a company would like mentoring on. The field will become available when you are onboarded.

Sector
Fintech/ Insurtech
Not listed
UN SDG(s)
4, 5, 8
None
Where can I learn more?
Learn more here
Country
Canada
Not listed.
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Finliti