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FusionIQ

FusionIQ Revenue

Financial ServicesFlag of USWoburn, Massachusetts, United States21-50 Employees

$

FusionIQ revenue & valuation

Annual revenue$3,165,535
Revenue per employee$86,000
Estimated valuation?$10,200,000
Total fundingNo funding

Key Contacts at FusionIQ

Flag of US

John Kimbro

Chief Technology Officer

Flag of US

Daniel Barnes

Platform Director

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Kyle Healy

Managing Director, Operations & Client Experience

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Gerard Conlon

Advisor To Chief Executive Officer

Company overview

Headquarters12 Gill Street, Suite 5700, Woburn, MA 01801, US
Phone number+18002135904
Website
NAICS52
SIC621
Keywords
Saas, RIA, Financial Consulting, Digital Solutions, Model Portfolios, Credit Unions, Banking, Digital Platform, Cloud-Native, Digital Advice, Cloud-Based Platform, Tamp, Wealth Management Platform, Turnkey Asset Management Program, Back-End Solutions, Self-Directed Brokerage, Front-End Solutions, Digital Investing Platform, Model Marketplace
Founded2008
Employees21-50
Socials

FusionIQ Email Formats

FusionIQ uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@fusioniq.io), used 50% of the time.

FormatExamplePercentage
{first name}{last name}
johndoe@fusioniq.io
50%
{first initial}{last name}
jdoe@fusioniq.io
46.2%
{first initial}.{last name}
j.doe@fusioniq.io
3.8%

About FusionIQ

The future of wealth management is digital and FusionIQ is leading the way with the flexible, easy-to-implement solutions financial advisors and institutions need to win in competitive markets. FusionIQ One is the most comprehensive cloud-native wealth management platform available, seamlessly integrating four core modules – Hybrid Digital Advice, Self-Directed Investing, Digital Marketplace, and finTAMP – through one digital workflow to empower investors and advisors. As a core integration platform, the award-winning FusionIQ One eliminates the friction between the front, middle, and back offices resulting in easy, hassle-free implementation and greater flexibility, efficiency, productivity, and profitability. FusionIQ One powers a suite of products including FIQ Freedom, FIQ Journey, FIQ Market One, FIQ TAMP+, and FIQ Wallet, making it easy for banks, broker-dealers, credit unions, family offices, RIAs, wallet companies, and asset managers to scale. These pre-integrated platforms deliver the digital experience clients and advisors want and the seamless workflows and process automations wealth management enterprises need for profitable organic growth. With highly configurable white-label platform integrations complete in as little as six weeks, it's easy to see why FusionIQ One’s integrated multi-custodian, multilingual, and multi-asset class platform is the leading digital solution for advisors and institutions today.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry
C-Suite
Senior

Employees by Department

FusionIQ has 24 employees across 6 departments.

Departments

Number of employees

Funding Data

Explore FusionIQ's funding history, including investment rounds, total capital raised, and key backers.

Funding Date
Round
Amount
Link to Article
2025-07-1119N/A

Funding Insights

1

Number of funding rounds

FusionIQ Tech Stack

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

jQuery CDN

jQuery CDN

CDN

Astra

Astra

WordPress themes

Swiper

Swiper

JavaScript libraries

jQuery UI

jQuery UI

JavaScript libraries

Google Maps

Google Maps

Maps

Elementor

Elementor

Page builders

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

Apache HTTP Server

Apache HTTP Server

Web servers

Twitter Emoji

Font scripts

jQuery

jQuery

JavaScript libraries

Apple iCloud Mail

Apple iCloud Mail

Webmail

Frequently asked questions

FusionIQ is located in Woburn, Massachusetts, US.
You can reach FusionIQ at +18002135904.
FusionIQ generates an estimated annual revenue of $3,165,535. This revenue figure reflects the company's market position and business performance in its industry.
FusionIQ has an estimated valuation of $10,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
FusionIQ was founded in 2008, making it 18 years old. The company has established itself as a significant player in its industry over this time.
FusionIQ 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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