Finiat, LLC
SEC RegisteredEnhancing Advisor Value Through Innovative Technology
About the firm
FINIAT delivers an integrated platform built around the three pillars of advisor success: portfolio construction, portfolio management, and client communication. Their technologies empower advisors to deepen relationships, personalize at scale, and meet the growing demand for innovation in wealth management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Portfolio construction using proprietary algorithms and award-winning Intelligent Indexing; dynamic quantitative portfolio management that adapts to market conditions by evaluating volatility, momentum, and macro trends; and AI-driven client communication tools that transform complex portfolio activity into personalized narratives.
Who they serve
Financial advisors
| Client segment | Clients | Assets managed |
|---|---|---|
| Insurance Companies | 1 | — |
3 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Finiat, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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