Fi360

Fi360 is a fiduciary technology and training company based in Pittsburgh, Pennsylvania, specializing in providing financial intermediaries with tools and resources to implement prudent fiduciary practices. Established in 1999, the company focuses on helping financial professionals act responsibly and ethically in managing investors' assets. Fi360 is known for its Accredited Investment Fiduciary® (AIF®) designation, the Fiduciary Focus Toolkit™, and the Fi360 Fiduciary Score®, which collectively enhance fiduciary education and practice management. As the parent company of CEFEX, Fi360 plays a significant role in promoting fiduciary standards and supporting financial intermediaries in their efforts to gather, grow, and protect client investments.

Blaine F. Aikin

Founder and CEO

1 past transactions

Center for Fiduciary Management

Acquisition in 2018
CFFM, an investment management technology provider for retirement plan advisors.
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