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Agili logo — Your Personal CFO

Agili

Your Personal CFO

Founded 1993 United States Richmond, United States 25 employees Finance, Financial Services

General Information

Company Name Agili
Founded Year 1993
Location United States Richmond, United States
Employees 25
Industries Finance, Financial Services
Social

BounceWatch is an independent company data service, not affiliated with Agili. To contact Agili, visit agilipersonalcfo.com.

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About Agili

At Agili, we believe that success isn’t only measured in dollars, it’s measured in meaningful moments. We are dedicated to eliminating stress and worry in your life so that you can enjoy those moments. We focus on the big picture and handle the details, so you can live more fully every day. We harness our intellectual curiosity and experience to find the best possible solution for you. We do so with respect, compassion and appreciation. For over 25 years, our firm has been grounded by our commitment to always work in our clients’ best interest. As a Registered Investment Advisor (RIA), we are required by law to be a fiduciary, but truthfully, our guiding philosophy has always been to put clients first. From our founding we have been members of the National Association of Personal Financial Advisors (NAPFA). We were pioneers of the fee-only model, not taking commissions on investments, which enables us to avoid conflicts of interest with our clients. We live and breathe this ethic.

No funding data available for Agili yet.

Agili Alternatives & Competitors

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FAQ About Agili

Your Personal CFO
Agili was founded in 1993.
Agili is headquartered in Richmond, United States.
Agili operates in Finance and Financial Services.
Agili has approximately 25 employees.
Top alternatives and competitors to Agili include Advance Capital Management, Inc., Court Place Advisors, LLC, Modera Wealth Management, Summit Wealth Partners, LLC, Deerfield. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Agili and Advance Capital Management, Inc. are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Agili, https://bouncewatch.com/company/agili, updated 27 October 2024. When citing, please name BounceWatch and link this page.

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