FynancialFynancial
Fynancial

Fynancial

Digital Experience Platform for wealth management firms to engage clients and grow.

2017Active

About

Fynancial offers a branded mobile wealth experience platform for the wealth management industry. Their solution allows firms to engage clients, integrate technology, and grow organically through a personalized, mobile-first app that replaces traditional communication methods. The platform serves wealth management firms looking to provide a modern digital experience to their clients.

Technology stack

detected 2026-06-16
Est. monthly stack spend~$360/mo
CDN
Cloudflare
EmailGoogle Workspace
Stack
Webflow
Analytics
Google Tag Manager
Compliance
SOC 2ISO 27001GDPR
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Frequently asked

What does Fynancial do?

Fynancial offers a branded mobile wealth experience platform for the wealth management industry. Their solution allows firms to engage clients, integrate technology, and grow organically through a personalized, mobile-first app that replaces traditional communication methods. The platform serves wealth management firms looking to provide a modern digital experience to their clients.

How much funding has Fynancial raised?

Fynancial has raised a total of $1M in funding. The most recent round on record is Seed.

Where is Fynancial headquartered?

Fynancial is headquartered in New York, United States.

When was Fynancial founded?

Fynancial was founded in 2017.

What industry does Fynancial operate in?

Fynancial operates in Fintech, Wealth Management, Digital Experience Platform, Mobile App Development, Client Engagement, Financial Services Technology.