FINIAT is a next-generation wealth management technology provider, purpose-built to empower financial advisors with a comprehensive, end-to-end suite of portfolio management solutions. Our tools are designed to streamline operations, enhance client engagement, and establish advisor value in a competitive landscape.

Our proprietary technologies harness the power of algorithms, quantitative analyses, and artificial intelligence—making it easy for advisors to construct, manage, and explain hyper-personalized investment strategies at scale. Every solution is fully customizable and can be white-labeled to match your firm’s unique identity and workflow.

FINIAT can function as your personal quant, private TAMP, or customizable OCIO, depending on your firm’s size and structure. Whether you’re an independent breakaway advisor or part of a large RIA, our platform is thoughtfully engineered to help you attract and retain high-net-worth clients through a transparent, engaging, and personalized investment experience.

📍 Headquartered in the Greater Orlando Area with a central office in Tulsa, OK.
👉 Learn more at www.finiat.com
📅 Book a demo: https://calendly.com/rbandy-finiat/new-meeting
© 2025 FINIAT LLC, a Registered Investment Adviser

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