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What is Fnivo?

Fnivo converts financial data into practical insights tailored for startups and small to medium enterprises. Our flexible platform integrates your entire financial picture into one accessible dashboard, allowing you to quickly view cash flow, expenses, and runway. Say farewell to chaotic spreadsheets and confusion. Instead, experience harmonized and cohesive data that enables you to understand your financial situation better and make faster decisions. Whether for routine operations or significant strategic initiatives, Fnivo provides founders with the financial clarity essential for effective management and confident growth. With Fnivo, you can adeptly handle the intricacies of finance while concentrating on innovation and scaling your business successfully. This allows you to focus on what truly matters—your vision and future success.

What is Asset-Map?

We integrate design thinking principles with personal finance to present a thorough and understandable overview of a client's financial circumstances. Asset-Map, a well-regarded financial technology company based in Philadelphia, PA, has earned the confidence of over a million users who engage with the platform alongside their advisors to enhance financial clarity. Additionally, we have successfully visualized more than $1.4 trillion in financial assets through Asset-Map. The reports produced by our platform arrange a household's financial data in an engaging visual format, allowing advisors to provide their insights in real time. Our interactive Target-Maps assist in identifying essential financial goals for households and effectively tracking their progress. Furthermore, advisors can effortlessly search through their entire practice, ensuring they pay attention to households that need support more efficiently than ever before. Take this chance to book a demo today and join the ranks of numerous financial advisors who are equipping their clients to grasp their entire financial situation for better decision-making. In doing so, you will not only elevate your advisory practice but also significantly improve the financial health of the clients you assist. This is a pivotal moment to embrace technology that can transform how financial advice is delivered and understood.

Media

No images available

Media

Integrations Supported

Integrations Supported

MoneyGuide
Nitrogen
Orion
Redtail CRM
Riskalyze
SmartOffice
Wealthbox

API Availability

API Availability

Pricing Information

$0
Free Version
Free Trial Offered?

Pricing Information

$94 per month

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Fnivo

Date Founded

2026

Company Location

United States

Company Website

fnivo.com

Company Facts

Organization Name

Asset-Map

Date Founded

2008

Company Location

United States

Company Website

www.asset-map.com

Categories and Features

Finance

Not specified

Categories and Features

Financial Analytics

Not specified

Financial Wellness

Not specified

Investment Management

Not specified

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