
Fynancial
Digital Experience Platform for wealth management firms to engage clients and grow.
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.
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Key facts
At-a-glance profile data
- Website
- fynancial.com
- Headquarters
- New York, United States
- Founded
- 2017
- Total funding
- $1M (Seed)
- Business model
- B2B
Tech stack
Detected on fynancial.com, last scanned 30 Sept 2026. Run your own scan
- Compliance
- SOC 2, ISO 27001, GDPR
- Analytics
- Google Tag Manager
- Support
- Intercom
- CMS / Builders
- Webflow
- CDN
- Cloudflare
- Email provider
- Google Workspace
Frequently asked
Is Fynancial trustworthy and reputable?
StartupHub's Data Trust & Reputation score for Fynancial is 87 out of 100, a trusted rating, based on site security posture, privacy practices, malware and phishing checks, and public reputation signals.
How much funding has Fynancial raised?
Fynancial has raised a total of $1M in funding. The most recent round on record is Seed.
