Fivancial Advisors, Inc.
SEC RegisteredTransforming Financial Services
About the firm
BankSocial deploys modern consumer and employee experiences across identity and onboarding, investing, payments, and fraud protection, built for community financial institutions including banks and credit unions. Their ecosystem includes modular products—Prospera, Remint, Secura, and Verifiied—delivered through a Digital Wallet, Nuron Orchestrator, Axon API, and Fivancial CUSO.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Identity and onboarding (Verifiied), wealth and digital asset management (Prospera), payment orchestration for real-time and international payments (Remint), fraud protection and wallet infrastructure (Secura), consumer digital wallet experience, employee orchestration (Nuron Orchestrator), microservices API platform (Axon API), and full-service CUSO providing compliance, operations, consumer services, and back-office support (Fivancial CUSO).
Who they serve
Community financial institutions: community banks and credit unions
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 96 | $925 |
Office locations
Regulatory & compliance
Data as of March 31, 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. Fivancial Advisors, Inc. 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.
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