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Finliti

Fintech · Canada

Follow OnCanadaFounder InstituteSDG 4SDG 5SDG 8
Jennifer SchellI

Jennifer Schell · Ines Fernandez

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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.

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In the news

  • Oct 13

    Finliti celebrates Canadian Thanksgiving from Dallas, Texas.

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  • Oct 13

    Finliti highlights how DFW founders strengthen their community through introductions, advice, and support.

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  • Oct 13

    Finliti’s leader celebrates Canadian Thanksgiving in Dallas and supports Jonathan’s Place through a charity golf event.

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  • Oct 13

    Finliti CEO Jennifer Schell discusses the company’s role in financial planning at Texas Venture Fest North Texas.

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Founders

  • Jennifer Schell

    Jennifer Schell

  • I

    Ines Fernandez

Details

Stage
Follow On
Sector
Fintech, Insurtech
Country
Canada
Region
Canada
Source
Founder Institute
UN SDGs
SDG 4SDG 5SDG 8

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