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Actifi Logo
Actifi Growth Score
84
CB Rank
343048
Heat Score
23
ActiFi provides practice management solutions to financial institutions and financial advisory firms.
Founded
obfuscation
PrivateVenture - Series Unknown Saint Louis Park, Minnesota, United States11-50 actifi.com
Finance
Financial Services
Overview

Actifi
Total Funding
obfuscation
Growth Score
84
Heat Score
23

Total Funding
obfuscation
obfuscation
Venture - Series Unknown raised
obfuscation
Growth Score84
-4 pts
in past quarter
Heat Score 23
-3 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Actifi

CB Rank
343048
ActiFi provides practice management solutions to financial institutions and financial advisory firms.
Founded
obfuscation
PrivateVenture - Series Unknown Saint Louis Park, Minnesota, United States11-50 actifi.com
Finance
Financial Services

Funding Rounds

Venture - Series Unknown
OBF
in
obfuscation

Key People

Details

Also Known As ACTIFI INC
Operating Status Active
Company Type For Profit
Founders  Spenser Segal
About the Company
ActiFi, Inc. provides practice management solutions to financial institutions and financial advisory firms.
Phone Number 763-550-0223
Contact Email info@actifi.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

SuccessPro™
A software platform that assesses financial advisors, creates personalized growth roadmaps, and facilitates coaching and progress tracking to support advisor engagement and development.

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  • Preview private company insights and predictions
Financials

Company Funding

Total Funding Amount 
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Number of Funding Rounds 1
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
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Venture Round - Actifi Logo
Venture Round - Actifi
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— Venture - Series Unknown
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Venture Round - Actifi Logo
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— Venture - Series Unknown
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Venture Round - Actifi Logo
Venture Round - Actifi
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— Venture - Series Unknown
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Venture Round - Actifi Logo
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— Venture - Series Unknown
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Venture Round - Actifi Logo
Venture Round - Actifi
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— Venture - Series Unknown

Funding Rounds

Total Funding Amount 
obfuscation
Number of Funding Rounds 1
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Venture Round - Actifi Logo
Venture Round - Actifi
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— Venture - Series Unknown
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Venture Round - Actifi Logo
Venture Round - Actifi
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— Venture - Series Unknown
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Venture Round - Actifi Logo
Venture Round - Actifi
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— Venture - Series Unknown
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Venture Round - Actifi Logo
Venture Round - Actifi
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— Venture - Series Unknown
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Venture Round - Actifi Logo
Venture Round - Actifi
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— Venture - Series Unknown

Investors

Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 2 Board Members and Advisors 1 Contacts 23

Employee Profiles

Board Members and Advisors

News

News and Press

News•Jan 14, 2026
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News•Apr 7, 2025
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News•Apr 18, 2022
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

1,127
-83.37%
 in past month

IT Spend

$1.3MThis year, Actifi is projected to spend $1.3M on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Solace Logo
Solace
97
Indicative Pricing Logo
Indicative Pricing
95
Waterproof Computer Logo
Waterproof Computer
95

Actively Used Products

19Actifi uses 19 technology products and services including HTML5, Lightbox, and  Google Analytics, according to G2 Stack.

Active Website Tech Count

21Actifi is actively using 21 technologies for its website, according to BuiltWith. These include Cloudflare JS, CommonCrawl Top 10m, and  CDN JS.
Sub-Organizations
Frequently Asked Questions

Where is Actifi's headquarters? Actifi is located in Saint Louis Park, Minnesota, United States.When was the last funding round for Actifi? Actifi closed its last funding round on
obfuscation
from a Venture - Series Unknown round.Who are Actifi's competitors? Alternatives and possible competitors to Actifi may include Envestnet, T. Rowe Price, and  SEI.How much funding has Actifi raised to date? Actifi has raised
obfuscation
.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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