Description

  • ActiFi is a software and solutions company that creates scalable business execution programs for the financial services industry. ActiFi's proprietary solutions and technology, combined with extensive industry experience, help advisory firms prioritize and translate high level business objectives and goals into executable plans and processes. Through a comprehensive program of Assessment, Envisioning, Planning, Executing, and Monitoring, ActiFi helps translate ideas into reality, enabling financial advisors and institutions to provide world-class, integrated advice to clients more effectively and profitably. ActiFi's core software products allow financial services enterprises to scale practice management programs, ensuring that the enterprise's advisors/representatives receive consistent, proven, best-practice recommendations with comprehensive accountability and reporting tools. ActiFi's training division teaches both enterprise and advisory firms how to grow their businesses through proven and innovative sales, marketing, and operational techniques. ActiFi's consulting services assist both enterprise and advisory firms in identifying business growth, efficiency and technology opportunities and helps firms implement programs that fulfill key business objectives. ActiFi is also recognized as the industry leader in advisory practice management and technology research.
  • location

    Headquarters:3030 Harbor Lane Suite 216, Plymouth, Minnesota, United States

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  • Actifi phone

    Phone Number: +1 763-550-0223

  • Actifi website

    Website: https://www.actifi.com

  • Actifi employees

    Employees:31

  • Actifi revenue

    Revenue:$1 - 10M

  • Actifi legal name

    Legal Name:Actifi

  • Actifi's Social Media

    Actifi linkedin Actifi facebook Actifi twitter
  • done Is this data correct?
  • |  NAICS Code: 541511  |

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CEO for Actifi

Spenser Segal

Chief Executive Officer

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Sell more in less time!

Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

View Employees

Jeff Range

Vice President Consulting

Mark Nahlovsky

Executive Vice President

Lisa Gilbert

Vice President, Programs And Content

Lance Rosenberg

Vice President Of Account Management

Oleg Iatic

Senior Vice President And Head Of Customer Success

Frequently Asked Questions regarding Actifi

  • Where are Actifi's Headquarters?

    Actifi's Headquarters are in 3030 Harbor Lane Suite 216,Plymouth,Minnesota,United States

  • What is Actifi's phone number?

    Actifi's phone number is +1 763-550-0223

  • What is Actifi's official website?

    Actifi's official website is https://www.actifi.com

  • What is Actifi's Revenue?

    Actifi's revenue is $1 - 10M

  • What is Actifi's NAICS code?

    Actifi's NAICS code is 541511

  • How many employees are working in Actifi

    Actifi has 31 employees

  • What is Actifi's Industry?

    Actifi is in the industry of Financial Services

  • Who is Actifi's CEO?

    Actifi's CEO is Spenser Segal

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