Fi3 - Crunchbase Company Profile & Funding

Q: Where is Fi3's headquarters?

Fi3 is located in Carmel, Indiana, United States.

Overview

Fi3

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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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

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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+2 more milestones

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About Fi3

CB Rank

171193

Fi3 specializes in investment advisor, fiduciary, consulting, mortgage broker, insurance, financial and wealth planning services.

Acquired by

Wealthspire Advisors

Founded

obfuscation

Private

Carmel, Indiana, United States

1-10

www.fi3advisors.com/

Consulting

Financial Services

Mortgage

Wealth Management

Key People

Ivan Hoffman: Founder, Managing Partner

Details

Legal Name

Fi3 Financial Advisors LLC

Also Known As

Fi3 Financial Advisors

Operating Status

Active

Company Type

For Profit

Founders

Ivan Hoffman

About the Company

Fi3 specializes in investment advisor, fiduciary, consulting, mortgage broker, insurance, financial and wealth planning services.

Phone Number

+1 317-426-8800

Contact Email

marketing@fi3advisors.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning

Comprehensive financial planning services including balance sheet tracking, cash flow, insurance risk management, tax planning, college planning, and health insurance benefits.

Investment Management

Management of client investments with consolidated reporting, global asset allocation, tax loss harvesting, active and passive strategies, private market ideas, and portfolio rebalancing.