ActiFi Email Format

Financial ServicesMinnesota, United States11-50 Employees

ActiFi is a software and solutions company serving financial institutions and their advisors, with the goal of delivering integrated financial guidance more effectively and profitably. Headquartered in Minneapolis, Minnesota, the firm operates as a mid-sized player focused on advisor success and organizational effectiveness within the financial services industry. Its work addresses gaps in transparency around how leaders interact with advisors and the perceived value of the organization’s programs.

Its offering, ActiFi SuccessPro, supports engaging advisors and surfacing their views of the value proposition, enabling the creation and scalable execution of improvement plans. It also provides leaders with a framework for consistent, data driven one-on-one meetings that promote transparency and accountability, and helps align programs with strategic goals to drive adoption and measurable results. A recent development is a January 2026 partnership with Osaic Wealth, Inc. to enhance support for financial advisors in delivering holistic financial planning and wealth management.

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