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Fi360 Overview

Business ServicesCompany

Was Fi360 formerly PE-backed?

Yes. Fi360 was formerly owned by 1 private investor.

Where is Fi360 headquartered?

Fi360 is headquartered in Pittsburgh, Pennsylvania.

What sector is Fi360 in?

Fi360 is a business services company.

When was Fi360 founded?

Fi360 was founded in 1999.

Fi360, Inc.

3 Penn Center West, Suite 400,
Pittsburgh, Pennsylvania 15276
United States,
(610) 228-2104
www.fi360.com

Fi360, Inc. is a provider of fiduciary-focused software, data and analytics for financial advisors and intermediaries across the retirement and wealth ecosystem. Fi360 also provides the accreditation and continuing education for the Accredited Investment Fiduciary® (AIF®) Designation, the leading designation focused on fiduciary responsibility.


M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.0/yr) # 2 - - - - - 2
Sell (0.0/yr) # - - - - - - 0
  2

Company Summary

SECTOR

Business Services

Established

1999


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