Financial Services Institute (FSI)
Financial Services • 
Washington, District of Columbia, United States • 51-100 Employees
Company overview
| Headquarters | 1201 Pennsylvania Ave. NW, Suite 700, Washington, DC 20004, US |
| Phone number | +17709808480 |
| Website | |
| NAICS | 52 |
| SIC | 861 |
| Founded | 2004 |
| Employees | 51-100 |
| Socials |
Key Contacts at Financial Services Institute (FSI)
Ryan Freels
Director, Strategic Partnerships
Christine Bermingham
Director, Strategic Partnerships
Dan Barry
Director, State Affairs
Tia Boone
Director Of Strategic Partnerships
Matt Landers
Director, Political Engagement
Beth Schulte
Owner
Wanda Blevins
Director, Customer Relations Systems & Revenue
Britney Jimenez
Managing Director
Financial Services Institute (FSI) Email Formats
Financial Services Institute (FSI) uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@financialservices.org), used 78.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@financialservices.org | 78.6% |
{first name}.{last name} | john.doe@financialservices.org | 21.4% |
About Financial Services Institute (FSI)
The Financial Services Institute (FSI) was founded in 2004 with a clear mission: to ensure that all individuals have access to competent and affordable financial advice, products and services delivered by a growing network of independent financial advisors and independent financial services firms. At FSI, everything we do starts and ends with working to create a healthier, more business-friendly regulatory environment for our members – the independent financial services firms and independent financial advisors who provide affordable, unbiased advice to hard-working Main Street Americans. FSI’s total concentration on advocacy in Washington, D.C. and throughout the United States delivers the highest possible return on investment for our members. Our vision is that all individuals, regardless of their level of wealth, have access to competent and affordable financial advice, products and services delivered through an independent financial advisor affiliated with an independent financial services firm. Our strategy supports our mission and vision through robust involvement in FINRA governance, vigorous engagement in the electoral and regulatory process and effective influence on the legislative process.
Financial Services Institute (FSI) revenue & valuation
| Annual revenue | $9,652,169 |
| Revenue per employee | $156,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $30,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Financial Services Institute (FSI) has 27 employees across 8 departments.
Departments
Number of employees
Funding Data
Financial Services Institute (FSI) has never raised funding before.
Financial Services Institute (FSI) Tech Stack
Discover the technologies and tools that power Financial Services Institute (FSI)'s digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
CDN
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Miscellaneous
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Blogs
SEO
Australia
Pakistan
France
Netherlands
Frequently asked questions
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