Fynancial
White-labeled mobile app and client experience layer for RIAs, built on top of the existing tech stack
- RIAs
- Family offices
- Retirement plans
Client experienceCustom quote
visiWealth
Library of one-page visual explainers of planning concepts that advisors co-brand and share with clients
Founded 2022visiwealth.org
What it does
visiWealth publishes a library of one-page visuals that explain wealth management concepts and strategies, for advisors to use in client and prospect conversations. It is sold to individual advisors and to firms and partner organizations.
The hosted content platform holds more than 125 concept visuals, each with key takeaways, searchable by keyword or filtered by topic, client type, complexity and release date; one or two new concepts are added each month. Visuals can be downloaded, co-branded and shared. Larger firms can instead license 150+ concepts to host on their own intranet or platform, with visiWealth handling co-branding and updates. A Client Journeys product that embeds educational video paths on advisor websites was announced for 2026. Partnerships listed on the site include the AICPA PFP Section, Investments & Wealth Institute, Focus Partners Advisor Solutions, Blue Trust and Zions Wealth.
visiWealth, LLC was founded by Dr. Ross Riskin and launched to advisors in 2022. Pricing is tiered by firm size.
Best for
- Serves
- RIAs, Broker-dealers, Banks and trust companies
Features
- Library of 125+ concept visuals
- Topic, client type and complexity filters
- Co-branded downloads
- Monthly new content
- Content licensing for firm intranets
Pricing and deployment
- Pricing model
- Tiered
- Deployment
- Cloud
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