Loyal portfolio
Finliti
Fintech · Canada
IJennifer Schell · Ines Fernandez
About Finliti
Finliti helps wealth advisors personalize advice and streamline compliance using psychometric insights. Our tools connect KYC and KYP, while the Finlitiverse boosts product adoption through gamified ETF education.
Visit websiteIn the news
- Sep 16
Finliti partners with Wisesheets to connect investor behavior with financial data.
Read more - Sep 14
Finliti partners with Wisesheets to combine market data and research for personalized wealth experiences.
Read more - Sep 12
Finliti shares insights on avoiding FOMO-driven investing and researching assets before buying.
Read more - Sep 11
Finliti partners with Wisesheets to connect investor behavior, portfolios, market data, and fundamental research.
View on LinkedIn - Sep 5
Finliti introduces Regretta, a fictional character satirizing data-free investing and overconfidence.
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