
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
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+3
Meet Fynancial, the worlds first Social Financial Platform (SFP) for the wealth management industry that combines traditional wealth management tools with modern social engagement features. Social media introduced the scroll We just think the scroll belongs on your own app. Post directly to your clients and prospects pocket, integrate your planning and performance providers, and be where your clients spend 5 hours a day... On the phone. Click Learn More to access our demo app. A sales call can wait
Wealthtech,client experience,client communication,advisor tools,mobile experiences,automation,prospecting,and nextgen
Fynancial operates in the Financial services industry.
Fynancial's revenue is 11m - 100m
Fynancial has 11 - 50 employees.
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