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Logo Firm fi360
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fi360

map marker logo Pittsburgh |  United States

Investor TypeFirm
Type of FundPrivate Equity Fund
IndustriesSoftware (Web Marketplace Saas..) • Education • FinTech (& Financials services) • SaaS • Productivity
StagesSeed, Series A
InvestingUnited States

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What is fi360?

We invest in buyout-stage fiduciary and wealth-advisor software and education platforms that serve retirement and wealth-advisory firms, scaling through bolt-on acquisitions, product integrations, and cross-selling to enhance recurring revenue, compliance stickiness, and strategic exit value to large wealth/technology incumbents in North America and developed markets.

What they say:

We invest in buyout-stage fiduciary and wealth-advisor software and education platforms that serve retirement and wealth-advisory firms, scaling through bolt-on acquisitions, product integrations, and cross-selling to enhance recurring revenue, compliance stickiness, and strategic exit value to large wealth/technology incumbents in North America and developed markets.

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