Finivi
- Company typePrivate
- Founded2001
- HeadquartersWestborough, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
Finivi firmographics
Firmographics- Name
- Finivi
- Legal name
- Finivi Inc.
- Website
- https://finivi.com
- Company type
- Private
- Founded year
- 2001
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Finivi industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive Financial Planning (FSAEAAAA)
- akta.pro secondary industry
- Financial Planning–Led RIAs (FSAAACAB)
Keywords
Where Finivi is headquartered
LocationHeadquarters
- HQ city
- Westborough
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Finivi business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Fee-Only Advisory Services: Finivi operates as an independent, fee-based firm with no sales quotas or product sales commissions. Revenue is generated through transparent advisory fees rather than commissions on financial products, properly aligning advisor interests with client interests.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Pay-as-you-go | Advice-On-Demand - Ideal for those seeking financial guidance in a particular area |
| Subscription | Monthly | Ongoing Financial Guidance - Ideal for those serious about making better financial decisions and designing the life they want |
| Subscription | Pay-as-you-go | Comprehensive Financial Plan - Ideal for those who want a holistic review and guidance regarding their complete financial life |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
Finivi product offering
Product offeringCore offering
Finivi provides fee-based, fiduciary financial planning and investment management services to individual investors and families across the United States. Its integrated Family Wealth Services combine holistic financial planning with goals-based portfolio management, retirement planning, estate planning, socially responsible investing, divorce financial planning, and Bitcoin/cryptocurrency consulting, delivered through in-person consultations at its Westborough, MA office and virtual advisory services nationwide.
Product overview
Finivi offers an integrated suite of fee-based financial planning and investment management services delivered through a unified advisory model. The core offering combines Financial Planning, Investment Management (including Actively Managed Portfolios, Retirement Income Portfolios, and Thematic Investment Strategies), Retirement Planning, Estate Planning, Socially Responsible Investing, Bitcoin & Cryptocurrency Consulting, and Divorce Financial Planning. Services are tiered through Advice-On-Demand (starting at $99), Ongoing Financial Guidance ($49/month), and Comprehensive Financial Plans ($1,499). Specialized offerings include a Women and Wealth Advisory practice and Social Security Claiming Strategies Review. The firm operates as an SEC Registered Investment Advisor providing fiduciary-based wealth management from its Westborough, MA office.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Holistic financial planning service for individuals and families covering debt elimination, emergency fund building, retirement savings, investment choices, net worth calculation, and major life transitions.
- Investment Management Goals-based investment management using actively managed portfolios, retirement income portfolios, and thematic investment strategies including socially responsible investing for individual investors and families.
- Retirement Planning Retirement planning services including Social Security claiming strategies, post-retirement income planning, healthcare cost planning, survivor income options, and Required Minimum Distribution planning for pre-retirees and retirees.
- Estate Planning Estate and wealth transfer planning services including trust planning, probate avoidance, cryptocurrency estate integration, and multi-generational wealth strategies for individuals and families.
- Socially Responsible Investing Socially responsible investing portfolios investing in companies with social and environmental goals, including impact investing portfolios targeting high-growth companies with positive societal impact.
- Bitcoin & Cryptocurrency Consulting Specialized consulting for cryptocurrency and digital asset planning, including Bitcoin investment strategies and crypto asset integration in self-directed IRAs.
- Divorce Financial Planning Financial guidance for individuals going through divorce, including asset division, retirement account splitting, and post-divorce financial planning, led by a Certified Divorce Financial Analyst (CDFA).
- Women and Wealth Advisory Specialized advisory practice for women, including those recently divorced, widowed, newlyweds, or in career transitions, led by certified advisors including a Certified Divorce Financial Analyst (CDFA).
Quantifiable outcome
- Fee-only fiduciary model eliminates conflicts of interest from product sales or commissions
- +1 more outcomes
Companies that use Finivi
Customer profileNamed customers1 record
Segments4 records
Ideal customer profiles4 records
Finivi technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Finivi partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Mathias MediaminorThird-party website development and design partner responsible for Finivi's website creation and maintenance. Located at mathimedia.com.
Scale indicators3 records
Recent moves5 records
Expansion highlights5 records
Finivi competitors and assessment
Company assessmentDirect peers
- Betterment: Betterment offers automated and hybrid financial planning with goal-based advice and flat-fee tiers — competing for the same mass-affluent, virtual-delivery clients as Finivi.
- XY Planning Network: XY Planning Network is a network of fee-only financial planners serving Gen X and Millennials with subscription-based comprehensive planning — closely matching Finivi's flat-fee recurring model and target segments.
- Personal Capital (now Empower): Empower Personal Dashboard offers aggregated financial views, budgeting, and wealth advisory with fee-based planning — directly comparable to Finivi's interactive dashboard and integrated planning model.
- Facet Wealth: Facet Wealth is a digital-first, fee-only financial planning firm serving mass-affluent clients nationwide with flat-fee subscriptions — directly comparable to Finivi's tiered subscription model and virtual delivery.
Broad incumbents
- Schwab Intelligent Portfolios Premium: Schwab's Premium tier pairs automated portfolios with access to CFP-certified financial consultants for planning — a scaled incumbent offering fee-based planning that competes with Finivi at the lower price tiers.
- Edelman Financial Engines: Edelman Financial Engines is a large national RIA providing fee-only financial planning and investment management to mass-affluent and high-net-worth households — a scaled incumbent in the same fee-based advisory category as Finivi.
- Northwestern Mutual Wealth Management: Northwestern Mutual offers integrated financial planning, retirement, and insurance services through a national advisor network — overlapping with Finivi's holistic wealth services and insurance-integration.
- Vanguard Personal Advisor Services: Vanguard's hybrid robo-advisor service provides ongoing financial planning and portfolio management at industry-low fees — a major incumbent competitor targeting the same mass-affluent customer as Finivi.
Emerging players
- Ellevest: Ellevest is a digital wealth management platform purpose-built for women, combining planning and investing with a subscription component — comparable to Finivi's Women and Wealth advisory niche and overall fee-only positioning.
Regional players
- Heritage Financial Services: Heritage Financial Services is a New England-based fee-only RIA serving individuals and families with financial planning and investment management — a regional peer comparable in size, fee-only model, and Northeastern client base.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights7 records
Customer concentration
Finivi social profiles
Digital presenceFinivi financial estimates
Financial estimateRevenue estimate
Valuation estimate
Finivi leadership team
Management profileNumber of profiles
Profiles8 records
Finivi funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Finivi M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Finivi
What does Finivi do?
Finivi provides fee-based, fiduciary financial planning and investment management services to individual investors and families across the United States. Its integrated Family Wealth Services combine holistic financial planning with goals-based portfolio management, retirement planning, estate planning, socially responsible investing, divorce financial planning, and Bitcoin/cryptocurrency consulting, delivered through in-person consultations at its Westborough, MA office and virtual advisory services nationwide.
Is Finivi a public or private company?
Finivi is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Finivi founded?
Finivi was founded in 2001. It employs 11 to 50 people.
Where is Finivi based?
Finivi is headquartered in Westborough, United States, in the North America region.
How does Finivi make money?
One revenue line is on record: fee-Only Advisory Services.
Who are Finivi's main competitors?
Direct peers on record are Betterment, XY Planning Network, Personal Capital (now Empower) and Facet Wealth. Broad incumbents are Schwab Intelligent Portfolios Premium, Edelman Financial Engines, Northwestern Mutual Wealth Management and Vanguard Personal Advisor Services. Ellevest is listed as an emerging player. Heritage Financial Services is listed as a regional player.
Does Finivi have an API?
No public API is recorded for Finivi.
What industry is Finivi in?
Finivi's product category is Wealth Management. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.