We built the platform the industry was missing
Fynancial the quality of your advice with the quality of your digital experience.
The wealth management industry delivers extraordinary advice: decades of expertise, deep relationships, planning that changes families' trajectories. And then those same advisors send a PDF over unencrypted email and say “log in to someone else's portal.”
Our Story
The origin of Fynancial
Fynancial did not start in a boardroom. It started with a budgeting class and the worst day of our founder's advisory career. Tom Fields had just passed his CFP when COVID hit, built two financial education courses for nurses, and sold them on a social feed. People were opening an app every day, doing the work, and talking to him. He was having the most connected stretch of his career.
And in the middle of it, a client fired him. The reason they gave was lack of communication. He was let go for not communicating during the exact months he was reaching people more honestly than ever. The effort was not the problem. The medium was. The relationship lives wherever the client actually experiences it, and for almost everyone now, that place is a phone.
We set out to build the platform independent RIAs had been promised by dozens of fintech vendors and never received: a sovereign, white-labeled, enterprise-grade mobile client experience that sits on top of the existing tech stack without replacing it.
Principles
What we believe
The interface is the strategy
Clients form their primary impression of your firm through the digital touchpoints between meetings. If those are generic or third-party branded, the quality of your advice is invisible, and your brand equity transfers to someone else's brand.
The Trust Boundary matters
Intelligence without governance is a liability. Fynancial's architecture is built so the execution layer, where data and recommendations reach the client, is governed, audited, and controlled.
Enterprise value is the real conversation
A branded client experience is a balance-sheet decision, not a technology purchase. Firms having the enterprise-value conversation are pulling away in M&A multiples, retention, and organic growth.
Made in Kentucky, built for everywhere
We build world-class financial technology from the heart of America. Directly, honestly, with a genuine commitment to the success of the clients who trust us.
How we work
How we work
A few convictions show up in how we hire, how we build, and how we treat the firms we work with.
Honesty is the most valuable currency there is.
In our earliest days we learned to chase feedback, not revenue. A firm that will use the product hard and tell you the blunt truth is worth more than a bigger contract.
The unglamorous work is the work.
Product-market fit is earned in the boring stretch: connecting the CRM, documenting the onboarding, making sure every firm gets a real win the week it goes live. We are a white glove company on purpose.
Prep is the work.
You do not throw a great party by opening the door and hoping people show up. You send the invitations and sort the details first.
Open beats walled off.
When the industry turned toward AI, we chose to connect rather than compete on every front. We would rather sit on top of a firm's stack and make it sing than ask anyone to rip and replace what already works.
The most honest signal is the people you build for choosing you. When advisors voted us their tech disruptor by choice, not a panel of judges, that meant more than any other recognition.
Firms tell us the difference is that we show up like operators, not a vendor waiting on a ticket. We move fast when it matters, we document obsessively, and we stay close after go live. We also just like this industry and the people in it, and we got here by being useful to people first.
The Platform
The platform we built
Fynancial is the industry's leading Branded Mobile Wealth Experience: a fully sovereign, white-labeled app that puts your firm's name in every client's pocket. Traditional portals see 5% engagement. Fynancial-powered apps see 70% or better.
- White-labeled iOS & Android app in the App Store and Google Play
- A governed execution layer — the Trust Boundary
- Deep native integrations across CRM, reporting, planning & compliance
- AI capabilities: Pulse and Intelligence
- SOC 2 Type II, ISO 27001:2022, GDPR
- The only platform with a native Salesforce Managed Package
Fynancial Customers
The firms that trust their client experience to Fynancial
Wealth Enhancement Group
$143.8B AUM. One of the fastest-growing RIAs in the country, running Fynancial as the client execution layer across their advisory platform.
Sanctuary Wealth
National enterprise RIA. Fynancial directly attributed to $10M in new AUM from two prospect meetings.
Mission Wealth
Premium advisory firm enabling personalized, human-centered client communication at scale.
Prime Capital Financial
Multi-office firm with full Salesforce integration powering direct advisor-to-client communication.
Modera Wealth, Legacy Financial, ACM Wealth, Grimes & Co., Integrated Partners, RS Capital, and dozens of other firms building category-defining client experiences.
Get in touch with Fynancial
Ready redefine the future of client experience?
Fynancial, LLC
info@fynancial.com | +1 (859) 279-2191
Made in Kentucky
Demo app
Get the demo app on your phone
Short questionnaire. Then install from the App Store or Google Play.
Fill out a brief form to unlock demo access, then install the same white-labeled experience leading wealth firms run in production, on your phone.
Opens in a new tab · Install from App Store or Play Store
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short questionnaire
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app stores