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Fynancial

Fynancial Revenue

Financial ServicesFlag of USCovington, Kentucky, United States11-20 Employees

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Fynancial revenue & valuation

Annual revenue$1,283,325
Revenue per employee$86,000
Estimated valuation?$4,200,000
Total fundingNo funding

Key Contacts at Fynancial

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Patrick Micklewright

Executive Vp Of Sales

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Tom Fields

Ceo

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Piyush Pamecha

Chief Technology Officer

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Chase Smith

Director Of Engineering

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Embry Jacobs

Director Of Client Education & Training

Company overview

Headquarters117 E 4th St, Covington, Kentucky 41011, US
Phone number+18592792191
Website
NAICS52
Keywords
Prospecting, Nextgen, Automation, Client Experience, Client Communication, Wealthtech, Mobile Experiences, Advisor Tools
Founded2022
Employees11-20
Socials

Fynancial Email Formats

Fynancial uses 2 email formats. The most common is {first name} (e.g., john@fynancial.com), used 85.7% of the time.

FormatExamplePercentage
{first name}
john@fynancial.com
85.7%
{first initial}
j@fynancial.com
14.3%

About Fynancial

Meet Fynancial, the only Digital Experience Platform (DXP) for the wealth management industry that combines traditional wealth management tools with modern social engagement features. Social media introduced the scroll We just think the scroll belongs on your own app. Post directly to your client's and prospect's pocket, integrate your planning and performance providers, and be where your clients spend 5 hours a day... On the phone. Click Learn More to access our demo app. A sales call can wait.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

C-Suite
Director
Head

Employees by Department

Fynancial has 7 employees across 6 departments.

Departments

Number of employees

Funding Data

Fynancial has never raised funding before.

Fynancial Tech Stack

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

Site Kit

Site Kit

Analytics

Vimeo

Vimeo

Video players

Swiper

Swiper

JavaScript libraries

jQuery UI

jQuery UI

JavaScript libraries

Elementor

Elementor

Page builders

jQuery Migrate

jQuery Migrate

JavaScript libraries

Twitter Emoji

Font scripts

jQuery

jQuery

JavaScript libraries

HTTP/3

HTTP/3

Miscellaneous

HSTS

HSTS

Security

PHP

PHP

Programming languages

Calendly

Calendly

Appointment scheduling

Frequently asked questions

Fynancial is located in Covington, Kentucky, US.
You can reach Fynancial at +18592792191.
Fynancial generates an estimated annual revenue of $1,283,325. This revenue figure reflects the company's market position and business performance in its industry.
Fynancial has an estimated valuation of $4,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Fynancial was founded in 2022, making it 4 years old. The company has established itself as a significant player in its industry over this time.
Fynancial 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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