About Fi3
Fi3 is a company based in Carmel (United States) founded in 2013 by Ivan Hoffman was acquired by Wealthspire in May 2026. It operates as a B2C and Professional Services. Fi3 offers products and services including Financial Planning and Investment Management. Fi3 operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Bank of America and Principal, among others.
- Headquarter Carmel, United States
- Founders Ivan Hoffman
- SectorsBusiness ServicesFinancial Services
- Email••••••••
- Website fi3advisors.com
- Acquired by Wealthspire (May 2026)
- Legal Name Fi3 Advisors
- Investors
- Acquired byWealthspire
(May 2026)
Products & Services of Fi3
Fi3 offers a comprehensive portfolio of products and services, including Financial Planning and Investment Management.
Provides personalized financial strategies for high net worth families.
Offers fee-only management of investments without commissions.
Investors in Fi3
Fi3 has secured backing from 1 investor. Prominent investors backing the company include Wealthspire.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Provides wealth management, investment advisory, and other services | 1995 | wealthspire.com | New York, United States |
Investor details for Fi3
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People of Fi3
10 people are tracked at Fi3 (6 in leadership, 4 in team).
| Name | Role | Group |
|---|---|---|
Ivan Hoffman | Founder | Leadership |
Nathan Kinney | Director Of Investments | Leadership |
Robert Schaefer | Senior Director Of Investments | Leadership |
John Sauder | Senior Director At Fi3 Financial Advisors | Leadership |
Matthew J. Simpson | Partner | Leadership |
Fpqp Dawn Cherry | Director Of Client Services | Leadership |
Isabelle Beg | Analyst | Team |
Lauren Horning | Customer Service Specialist | Team |
Dylan Hamerin | Data Analyst | Team |
Kelsey Harris | Administrative Coordinator | Team |
Complete people profiles for Fi3
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Timeline of Fi3
2 dated milestones of Fi3 across 13 years, from founding to its latest funding, stage changes and deals.
- Founded Fi3 is founded.
- Exit Acquired by Wealthspire.
Competitors of Fi3
Fi3 operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, Bank of America and Principal, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| investec.com | 1974 | London, United Kingdom | – | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | |
| morganstanley.com | 1935 | New York, United States | – | 49 | Wealth management, investment advisory, and financial services are provided. | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. | |
| principal.com | 1879 | Des Moines, United States | – | 19,800 | Retirement, investment, and insurance products and services are provided. | |
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. | |
| northwesternmutual.com | 1857 | Milwaukee, United States | – | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. | |
| jpmorganchase.com | 2000 | New York, United States | – | 256,105 | Financial services are provided to consumers and corporations worldwide. | |
| fnz.com | 2003 | London, United Kingdom | $1.9B | 954 | Wealth management solutions are delivered for asset managers. | |
| wealthenhancement.com | 1997 | Minneapolis, United States | $1.91M | 1,277 | Diversified investment management services are provided to clients. |
Detailed competitors of Fi3
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Latest news on Fi3
Complete news archive for Fi3
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Similar companies to Fi3
10 companies that operate in the same segment as Fi3 (Finance & Accounting Services), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Software-based tax filing services for individuals and small businesses | 1955 | Kansas City, Missouri, United States | – | USD 3.95 B | 70,100 | |
Business advisory, finance, and accounting services are provided to clients. | 1910 | Anchorage, Alaska, United States | USD 2.76 B | USD 54.77 M | 2,097 | |
Tax consulting services are provided to clients by Ryan. | 1991 | Dallas, Texas, United States | USD 317 M | USD 14.03 M | 1,111 | |
Provider of financial services | 1978 | Los Angeles, California, United States | USD 249.55 M | – | 1,736 | |
Accounting services are provided by Accordion to business clients. | 2009 | New York, New York, United States | USD 165 K | – | 351 | |
Cloud-based accounting software is offered for business operations. | 2002 | Tampa, Florida, United States | USD 24.33 M | – | 166 | |
Provider of financial management services | 1998 | Johannesburg, Gauteng, South Africa | – | USD 14.3 B | 44,916 | |
Financial services in insurance are provided to individuals and businesses. | 2019 | Jaipur, Rajasthan, India | USD 115.63 M | USD 55.59 M | 280 | |
Business advisory services | 1952 | Atlanta, Georgia, United States | – | – | 762 | |
Audit, tax, and advisory services are provided in the UK. | 1983 | Bolton, Greater Manchester, United Kingdom | USD 6.73 M | – | – |
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Frequently Asked Questions about Fi3
Fi3 was founded in 2013.
Fi3 is headquartered in Carmel, United States. It is registered at Carmel, California, United States.
Fi3 Advisors is an independent, fee-only Registered Investment Advisor providing financial planning and investment management. They act as the Family CFO for high net worth families, offering personalized advice without commissions or product sales. Based in Indianapolis, they serve entrepreneurs, executives, and multi-generational families, focusing on wealth management and legacy planning.
Fi3's top competitors include Fidelity Investments, Investec and Principal.
Fi3 offers Financial Planning and Investment Management.
Fi3 has 1 investor. Key investors include Wealthspire.
Fi3 operates through Fi3 Advisors.
Yes. Fi3 was acquired by Wealthspire in May 2026.