About Fi360
Fi360 is a Financial Services company based in Pittsburgh (United States) founded in 1999, and was acquired by Broadridge in October 2019. Investment consulting services are delivered to financial clients. Fi360 has completed 1 acquisition, including Center For Fiduciary Management. Its website fi360.com draws about 31 thousand monthly visits. Fi360 offers products and services including AIF® Designation, Fiduciary Focus Toolkit™, and Retirement Product Evaluator. Its focus areas include Services for Investment Industry and Investment Training. Its legal entity is Broadridge Financial Solutions, Inc.
Company details
Fi360 was founded in 1999 and is headquartered in Pittsburgh, United States. Operations focus on the investment consulting sector, where advisory services for fiduciary standards, portfolio analysis, and compliance are provided to institutional investors and advisors. The firm supports decision-making in asset management through data-driven tools and research, serving clients across the financial industry in North America. Domain access is available via fi360.com for further resources.
- Headquarters Pittsburgh, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website fi360.com
- Social LinkedIn X Facebook
- Acquired by Broadridge (Oct 2019)
- Legal Name Broadridge Financial Solutions, Inc.
- InvestorsBroadridge
& 1 more
- Investments & Acquisitions
- Acquired by
Products & Services of Fi360
Fi360 offers a comprehensive portfolio of products and services, including AIF® Designation, Fiduciary Focus Toolkit™, and Retirement Product Evaluator.
Designation program for fiduciary specialists in finance
Web-based tool for managing investment processes
Tool for evaluating retirement investment options
Investors in Fi360
Fi360 has secured backing from 2 investors, including venture fund and institutional investors. Prominent investors backing the company include Broadridge and Bluff Point Associates.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
| bluffpt.com | ||||
Cloud-based accounting and financial management solutions are offered to businesses. | 2007 | broadridge.com | New York, United States |
Investor details for Fi360
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Fi360
798 people are tracked at Fi360 (393 in leadership, 7 in board & advisors, 398 in team).
| Name | Role | Group |
|---|---|---|
Joe Lucchese | Sr. Director | Leadership |
Shivprasad Parab | Sr Director, Platform Engineering - Global Head Of Engineering | Leadership |
Jennifer Garza | Director Of Finance | Leadership |
Stephen Johnston | Head Of FCS Broadridge | Leadership |
Marc Zutty | Vice President Strategy And Business Development | Leadership |
Seffi Bejarano | Vice President, Wealth Management | Leadership |
Mariana González | Sales Director - International Sales Team - Issuer Services | Leadership |
Doreen Oates | Vice President Of Product Management | Leadership |
Rich Stingi | Chief Human Resources Officer | Leadership |
Sandy Rohrer | Vice President, Healthcare Product Management | Leadership |
Sudhendu Agarwal | Director Of Software Engineering | Leadership |
Frank D'Andrea | Vice President, Software Engineering | Leadership |
Michael Novodvorskiy | Vice President Product Management | Leadership |
Elizabeth Maiellano | Vice President Product Management | Leadership |
Nick Titmuss | Vice President - Product Management | Leadership |
Millie Torres | Vice President - Product Management | Leadership |
Aninda Sarkar | CTO | ICS - Digital | Leadership |
Hanish John | VP Enterprise Architecture - Office Of The CTO | Leadership |
Michael Ullrich | CFO Technology | Leadership |
Joshua Oldham | Vice President, BPO Operations | Leadership |
778 more people are available in the full profile.
Complete people profiles for Fi360
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Fi360
Fi360 has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Center For Fiduciary Management.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Financial advisory services in fiduciary management are provided to clients. | fiduciarymanagement.com | Overland Park, United States | 2003 | Jun 2018 | •••• |
Complete acquisition details for Fi360
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Fi360
4 dated milestones of Fi360 across 20 years, from founding to its latest funding, stage changes and deals.
- Founded Fi360 is founded.
- Exit Acquired by Bluff Point Associates.
- Acquisition Acquires Center For Fiduciary Management.
- Exit Acquired by Broadridge.
Web traffic of Fi360
The website of Fi360 (fi360.com) receives about 30.8K visits a month.
- Monthly visits30.8K
▲ 38.1% vs previous month
Websites whose visitors overlap most with Fi360. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| plansponsor.com | 100% | #747,780 | View details | ||
asppa.org | asppa.org | 97% | – | ||
| tsacg.com | 78% | 36.2K | #698,793 | View details | |
401khelpcenter.com | 401khelpcenter.com | 63% | #3,588,974 | – | |
planadviser.com | planadviser.com | 55% | #1,222,816 | – | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 7 similar websites and full traffic analytics for Fi360
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 7 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Fi360 (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Fi360
Complete news archive for Fi360
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Fi360
Fi360 was founded in 1999.
Fi360 is headquartered in Pittsburgh, United States. It is registered at Pittsburgh, Pennsylvania, United States.
Fi360 was founded in 1999 and is headquartered in Pittsburgh, United States. Operations focus on the investment consulting sector, where advisory services for fiduciary standards, portfolio analysis, and compliance are provided to institutional investors and advisors. The firm supports decision-making in asset management through data-driven tools and research, serving clients across the financial industry in North America. Domain access is available via fi360.com for further resources.
Fi360 offers AIF® Designation, Fiduciary Focus Toolkit™, and Retirement Product Evaluator.
Fi360 has made 1 acquisition, including Center For Fiduciary Management.
Fi360 has 2 investors. Key investors include Broadridge, and Bluff Point Associates.
Fi360 operates through Broadridge Financial Solutions, Inc..
Yes. Fi360 was acquired by Broadridge in October 2019.