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June 10 - 12, 2025
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Fynancial

Profile

Fynancial is a white-labeled unified mobile experience, built for RIAs. The industry’s top firms use Fynancial to engage clients, integrate their technology, and grow organically—all through their own branded app. With a scrolling content feed, push notifications, and secure messaging, firms can stay connected to clients on their phones. No more crowded inboxes or disconnected tools—just a direct, branded experience that strengthens relationships, builds trust, and drives growth. Fynancial brings everything together in one place.