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VerifiedInvestment Management· Founded 2023

Finiat

FINIAT is a next-generation wealth management technology provider, purpose-built to empower financial advisors with a comprehensive, end-to-end suite of portfolio management solutions. Our tools are designed to streamline operations, enhance client engagement, and establish advisor value in a competitive landscape. Our proprietary technologies harness the power of algorithms, quantitative analyses, and artificial intelligence—making it easy for advisors to construct, manage, and explain hyper-personalized investment strategies at scale. Every solution is fully customizable and can be white-labeled to match your firm’s unique identity and workflow. FINIAT can function as your personal quant, private TAMP, or customizable OCIO, depending on your firm’s size and structure. Whether you’re an independent breakaway advisor or part of a large RIA, our platform is thoughtfully engineered to help you attract and retain high-net-worth clients through a transparent, engaging, and personalized investment experience. Headquartered in the Greater Orlando Area with a central office in Tulsa, OK. Learn more at Book a demo: https://calendly.com/rbandy-finiat/new-meeting © 2025 FINIAT LLC, a Registered Investment Adviser

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HeadquartersMount Dora, United StatesEmployees9(11 to 50)Founded year2023Websitefiniat.comLinkedIn profileLinkedIn

Verified contacts

7

available on Kipplo

LinkedIn employees

9

11 to 50 range

Open roles

1

across 1 depts

Distinct roles

6

indexed titles

Tech stack

1

tools in use

Monthly traffic

organic / mo

Hiring · 1 open positions across 1 departments

IT1

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Top roles at Finiat

6 distinct titles indexed · top 6 shown.

  • 2head of technology development
  • 1chief executive officer
  • 1chief operating officer
  • 1chief strategist
  • 1portfolio manager & data analyst
  • 1strategic communications consultant

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