Vendor
Finliti
Finliti is a behavioral intelligence platform designed for wealth management, helping advisory firms identify behavioral patterns that traditional planning tools often miss. It uses research-backed methods to provide insights into client behavior and improve retention.
Toronto, CA
Official websiteSector footprint
One company, every side of the market
WealthThis site
Finliti
Finliti is a behavioral intelligence platform designed for wealth management, helping advisory firms identify behavioral patterns that traditional planning tools often miss. It uses research-backed methods to provide insights into client behavior and improve retention.
Capability matrix
| Capability | Finliti |
|---|---|
| Behavioral Assessment | ● |
Parent organization
Finliti
Founded
2019
Scale
1 sector presence