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Fi3 Financial Advisors

Fi3 Financial Advisors Email Formats

Financial ServicesFlag of USIndianapolis, Indiana, United States21-50 Employees

Fi3 Financial Advisors Email Formats

Fi3 Financial Advisors uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@fi3advisors.com), used 42.9% of the time.

FormatExamplePercentage
{first name}{last name}
johndoe@fi3advisors.com
42.9%
{first initial}{last name}
jdoe@fi3advisors.com
28.6%
{first initial}
j@fi3advisors.com
28.6%

Key Contacts at Fi3 Financial Advisors

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Ivan Hoffman

Founder, Managing Partner

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Nathan Kinney

Director Of Investments

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John Sauder

Senior Director At Fi3 Financial Advisors

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Amy Hlavacek

Director

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Robert Schaefer

Senior Director Of Investments

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Thays Rodrigues Cardoso

Senior Financial Planner / Associate Director

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Dawn Cherry

Director Of Client Services

Company overview

Headquarters8900 Keystone Xing, Ste 225, Indianapolis, Indiana 46240, US
Phone number+13174268800
Website
NAICS52
SIC628
Keywords
Tax Planning, Private Equity, Family Office, Investment Consulting, Generational Planning, Wealth Planning, Family Leadership, Multi-Family Office, Family Cfo
Founded2013
Employees21-50
Socials

About Fi3 Financial Advisors

We are an independent, “fee-only” Registered Investment Advisor (RIA) and multi-family office. We serve as a fiduciary, providing generational wealth planning and investment advisory services to high net worth families. “Fee-only” means our only method of compensation is the fee we receive for the consulting advice we give. We don’t sell products; we don’t receive commissions. We do believe in fee transparency and value creation. Your experience with Fi3 will be highly personalized. We’ll ask thoughtful questions, listen to your perspective, and deliver the tools you need to make effective financial decisions for your family.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Director
Entry
Manager

Employees by Department

Fi3 Financial Advisors has 15 employees across 5 departments.

Departments

Number of employees

Funding Data

Fi3 Financial Advisors has never raised funding before.

Fi3 Financial Advisors Tech Stack

Discover the technologies and tools that power Fi3 Financial Advisors's digital infrastructure, from frameworks to analytics platforms.

Adobe Fonts

Adobe Fonts

Font scripts

Modernizr

Modernizr

JavaScript libraries

Lodash

Lodash

JavaScript libraries

Salesforce

Salesforce

CRM

Squarespace Commerce

Squarespace Commerce

Ecommerce

reCAPTCHA

reCAPTCHA

Security

Google Tag Manager

Google Tag Manager

Tag managers

GoDaddy

GoDaddy

Hosting

HSTS

HSTS

Security

Open Graph

Open Graph

Miscellaneous

core-js

core-js

JavaScript libraries

lit-element

lit-element

JavaScript libraries

Frequently asked questions

Fi3 Financial Advisors is located in Indianapolis, Indiana, US.
You can reach Fi3 Financial Advisors at +13174268800.
Fi3 Financial Advisors was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.
Fi3 Financial Advisors has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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