ActiFi
We enable financial institutions and advisors to provide world-class, integrated advice more effectively & profitably.
28 employees · est. 2003 · Minneapolis, United States
Summit Asset Management Inc.
Dedicated to providing individuals with high-quality financial services.
10 employees · est. 2001 · United States
Summit Asset Management Inc. is the older company (2003 vs 2001); ActiFi is the larger of the two.
Side-by-Side Comparison
| Metric | ActiFi | Summit Asset Management Inc. |
|---|---|---|
| Founded | ||
| Founded | 2003 | 2001 older |
| Headquarters | ||
| Headquarters | Minneapolis, United States | United States |
| Employees | ||
| Employees | 28 larger | 10 |
| Industry | ||
| Industry | Finance, Financial Services | Financial Services, Wealth Management |
| Funding Stage | ||
| Funding Stage | Series Unknown | Not tracked yet |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | Not tracked yet |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Not tracked yet | Financial Planning, Investment Advisory, Individualized Plans, Investments, Financial Goals, LPL Financial, Registered Investment Advisor, Securities, SIPC, Financial Professionals, Client-focused |
| Website | ||
| Website | actifi.com | summitasset.com |
About ActiFi
ActiFi is a software and solutions company that enables financial institutions and their advisors to provide world-class, integrated advice more effectively and profitably. Financial services firms are spending millions of dollars and countless hours to grow, retain, and attract advisors. But they l...
About Summit Asset Management Inc.
Summit Asset Management Inc. is a company dedicated to providing individuals with high-quality financial services. Founded in 2000 and headquartered in the United States, the firm's slogan emphasizes its commitment to aligning financial services with clients' needs and goals. The company's approach...
Be first to know when either one moves
Funding rounds, hiring surges, leadership changes and stack switches at ActiFi and Summit Asset Management Inc. — tracked continuously, sent the day they land.
Funding, hiring, leadership and stack changes at ActiFi and Summit Asset Managemen... — by email.
Frequently Asked Questions
Compare ActiFi with someone else
Start typing a company name or domain.