FINIAT Revenue

Investment Management • Mount Dora, Florida, United States • 1-10 Employees

FINIAT revenue & valuation

Annual revenue	$684,440
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$2,200,000
Total funding	No funding

Key Contact at FINIAT

Rob Bandy

Chief Executive Officer

Company overview

Headquarters	808 N. Donnelly Street, Mount Dora, Florida 32757, US
Phone number	+13527292739
Website	finiat.com
NAICS	5231
Keywords	Portfolio Management, Portfolio Analytics, Tactical Asset Management, Investment Algorithms, Portfolio Positioning, Allocation Technologies
Founded	2023
Employees	1-10

FINIAT Email Formats

FINIAT uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@finiat.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@finiat.com	66.7%
{first name}{last name}	johndoe@finiat.com	33.3%

About FINIAT

FINIAT is a next-generation wealth management technology provider, purpose-built to empower financial advisors with a comprehensive, end-to-end suite of portfolio management solutions. Our tools are designed to streamline operations, enhance client engagement, and establish advisor value in a competitive landscape. Our proprietary technologies harness the power of algorithms, quantitative analyses, and artificial intelligence—making it easy for advisors to construct, manage, and explain hyper-personalized investment strategies at scale. Every solution is fully customizable and can be white-labeled to match your firm’s unique identity and workflow. FINIAT can function as your personal quant, private TAMP, or customizable OCIO, depending on your firm’s size and structure. Whether you’re an independent breakaway advisor or part of a large RIA, our platform is thoughtfully engineered to help you attract and retain high-net-worth clients through a transparent, engaging, and personalized investment experience. 📍 Headquartered in the Greater Orlando Area with a central office in Tulsa, OK. 👉 Learn more at www.finiat.com 📅 Book a demo: https://calendly.com/rbandy-finiat/new-meeting © 2025 FINIAT LLC, a Registered Investment Adviser

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

C-Suite

Head

Employees by Department

FINIAT has 5 employees across 3 departments.

Departments

Number of employees

Funding Data

FINIAT has never raised funding before.

FINIAT Tech Stack

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

Google Workspace

Sirvoy

Appointment scheduling

GoDaddy

Hosting

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

React

JavaScript frameworks

Google Cloud

IaaS

Google Cloud CDN

CDN

Envoy

Reverse proxies

Frequently asked questions

FINIAT is located in Mount Dora, Florida, US.

You can reach FINIAT at +13527292739.

FINIAT generates an estimated annual revenue of $684,440. This revenue figure reflects the company's market position and business performance in its industry.

FINIAT has an estimated valuation of $2,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

FINIAT was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

FINIAT has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at FINIAT

Rob Bandy

Chief Executive Officer

4.8

40,000 users