Identiti Financial
Financial Services • 
90 Park Ave S, 17 Floor, United States • 1-10 Employees
Company overview
| Headquarters | 90 Park Ave S, 17 Floor, New York, NY 10016, US |
| Website | |
| NAICS | 52 |
| Keywords | Lgbtq+ And Financial Planning |
| Founded | 2025 |
| Employees | 1-10 |
Key Contact at Identiti Financial
Joshua Betz
Director of Operations
About Identiti Financial
Passion for Identiti Financial was born out of recognizing a vital need within the LGBTQ+ community. We have worked closely with specialized medical risk teams to implement HIV+ risk programs, contributed to updating underwriting procedures for the transgender community, structured planning for poly-relationships and serve as a resource for foster, adoption, surrogacy, IVF and IUI. Identiti Financial has a demonstrated history in creating guidance across all stages of life, from risk management, growth and accumulation of wealth, retirement, tax efficiency and strategies for solid long term care protection. Identiti Financial serves to drive meaningful change in this industry and provide accessibility for our community. Holds the registrations SIE, Series 7, Series 63, LTC and LAH.
Identiti Financial revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Identiti Financial has never raised funding before.
Cyprus
Australia
Italy
Spain
Frequently asked questions
4.8
40,000 users
