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Fiscal Fitness

Fiscal Fitness Email Formats

Financial ServicesFlag of USUnited States11-20 Employees

Fiscal Fitness Email Formats

Fiscal Fitness uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@fiscalfit.com), used 80% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@fiscalfit.com
80%
{first name}{last name}
johndoe@fiscalfit.com
20%

Key Contact at Fiscal Fitness

Flag of US

Linda Shelby

Founder And President

Company overview

HeadquartersUnited States
Phone number+13154771906
Website
NAICS52
SIC799
Keywords
Portfoliocenter, Independent Audits, Best Practices For Back Office Operations
Founded1996
Employees11-20

About Fiscal Fitness

Fiscal Fitness has been providing our high value, back office support services for independent Investment Advisors since 1996. Our core expertise is working with clients using PortfolioCenter, Schwab Performance Technologies' portfolio management and accounting system. Our rapid, reliable, and customized back office support services, free you up to spend more time doing what you do best; working directly with your clients. With Fiscal Fitness, you gain the confidence and peace of mind that only comes from decision making based on data you can trust. We see your success as our success and believe the only way we stay in business is by delivering extraordinary value in all we do. We can assist your practice in: • Independent Data & Performance Audits • Report and Invoice Customizations • Reconciliation and Database Cleanups • Personalized Consulting and Training Contact us and let us help you spend more time with your clients!

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
Manager
Founder/Owner

Employees by Department

Fiscal Fitness has 5 employees across 3 departments.

Departments

Number of employees

Funding Data

Fiscal Fitness has never raised funding before.

Fiscal Fitness Tech Stack

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

LiteSpeed

LiteSpeed

Web servers

Sectigo

Sectigo

SSL/TLS certificate authorities

Microsoft 365

Microsoft 365

Email

Frequently asked questions

Fiscal Fitness is located in US.
You can reach Fiscal Fitness at +13154771906.
Fiscal Fitness was founded in 1996, making it 30 years old. The company has established itself as a significant player in its industry over this time.
Fiscal Fitness has approximately 11-20 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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