Profile Indicator (FIPI) uses behavioral science to reveal each client’s financial personality, risk ceiling, and decision-making biases. Advisors receive actionable insights, while clients engage through simple assessments and monthly “missions” that guide them through real financial tasks and reward progress.

Finliti serves independent RIAs (5–50 advisors) for rapid onboarding and enterprise wealth firms (100+ advisors) for scale. With 10+ paid pilots and a $50M+ pipeline, we’re scaling from Toronto to Reno, Nevada — empowering advisors with human-first technology to drive ROI and lasting multi-generational relationships.