About Unitifi
Unitifi is a company based in Omaha (United States) founded in 2017. It operates as a SaaS, and B2B. Unitifi offers products and services including Financial Behavior Assessment and Investor Snapshots. Unitifi operates in a competitive market with competitors including Jacobi, Alkymi, Landytech, Wilshire and BI-SAM, among others.
- Headquarter Omaha, United States
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TechnologyFinancial Services
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Products & Services of Unitifi
Unitifi offers a comprehensive portfolio of products and services, including Financial Behavior Assessment and Investor Snapshots. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Tool for evaluating investor behaviors during volatility to enhance advising.
Generates profiles to compare client financial personalities and behaviors.
Funding Insights of Unitifi
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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Investments & Acquisitions by Unitifi
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Unitifi
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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Unitifi Comparisons
Competitors of Unitifi
Unitifi 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 Jacobi, Alkymi, Landytech, Wilshire and BI-SAM, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
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| domain | founded_year | HQ Location |
Cloud-based portfolio design platform
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Enterprise data digitization and analytics solutions are developed.
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Data platform for risk management and investment performance analytics, automated and consolidated reporting
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Performance reporting solutions are provided for the financial services industry.
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Market Risk Analytic and Portfolio Construction Solutions.
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Sustainability reporting solutions are delivered online for companies.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Unitifi
When was Unitifi founded?
Unitifi was founded in 2017.
Where is Unitifi located?
Unitifi is headquartered in Omaha, United States. It is registered at Omaha, Nebraska, United States.
What does Unitifi do?
Unitifi is a FinTech company that develops software for assessing individual financial behaviors and beliefs, helping financial professionals understand client responses to market volatility. It uses a proprietary algorithm to generate accurate investor snapshots, aiding in personalized advising and risk management. Based in Omaha, Nebraska, USA, it serves financial firms and advisors by integrating with existing systems to improve client retention and compliance.
Who are the top competitors of Unitifi?
What products or services does Unitifi offer?
Unitifi offers Financial Behavior Assessment and Investor Snapshots.