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Finliti Corporation
Psychometric investor profiling for brokerages and advisors.
Finliti sells a B2B behavioural engagement platform built around the Finliti Investor Profile Indicator, a psychometric assessment co-developed with a University of Toronto personality psychologist. It helps brokerages and advisors measure client personality and risk tolerance to tailor engagement and suitability processes.
GAII take
Overlaps with Riskalyze-style risk profiling; the validated psychometric instrument is the moat, so ask for suitability-audit evidence.
Overlaps with Riskalyze-style risk profiling; the validated psychometric instrument is the moat, so ask for suitability-audit evidence.
- Website
- finliti.com
- Headquarters
- Toronto, Canada
- Founded
- 2019
- Company type
- Startup
- Status
- Active
- Founders
- Jennifer Schell
- Buyer
- Wealth managers & RIAs
- Asset class
- Multi-asset
- Workflow
- ComplianceResearch & diligence
- Ai capability
- Proprietary / fine-tuned models
- Delivery
- SaaS application
GAII ID GAII-T0187 · Updated 2026-10-22 · Compiled from public sources for educational and informational purposes. Not investment advice.