Fi360 Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Fi360

Access the complete profile.

Fi360 Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	N/AExact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	3 Penn Center West Suite 400 Pittsburgh, PA 15276

Note: Revenues for privately held companies are statistical evaluations.


Fi360's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Fi360's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Fi360 is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Fi360 Annual Revenue and Growth Rate

Fi360	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Fi360's revenues are gauged from an analysis of company filings.

Fi360's Income Statement (based on Industry Averages)

Fi360 P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Investor Activity

Fi360 has actively raised capital from investors. These investors may include private investors, venture capital firms, or other investment vehicles.

Date	Investors	Percent Raised	Target Size
September 5, 2018	1	75%	$5 MM
Complete list of funding rounds and total amounts in the Company Report

Trademark Applications

Trademark applications show the products and services that Fi360 is developing and marketing. Fi360 doesn't have any recent trademark applications, indicating Fi360 is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
FI360 STABLE VALUE VISION Providing an online non-downloadable Internet-based system application featuring technology enabling users to analyze, evaluate and compare stable value funds and generate stable value fund reports	05/28/2019
FIDUCIARY FOCUS TOOLKIT computer software namely, software that enables financial professionals to automate advisor workflow and have oversight of fiduciary best practices	04/05/2017
PPC Financial administration of retirement plans; providing information and consulting services on financial and retirement plan management issues	05/28/2015

See all trademarks and details in the Full Report.

Market Share of Fi360's Largest Competitors

A competitive analysis shows these companies are in the same general field as Fi360, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Fi360. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
BANK OF NEW YORK MELLON	Pittsburgh, PA	100
FEDERATED HERMES	Pittsburgh, PA	5
MID ATLANTIC CAPITAL GROUP	Pittsburgh, PA	3
HEFREN-TILLOTSON	Pittsburgh, PA	1
MAINLINE EQUITY PARTNERS	Pittsburgh, PA	0
ALLEGHENY FINANCIAL GROUP	Pittsburgh, PA	0

Future Competition: Fi360's Fastest Growing Competitors

These companies are in the same general field as Fi360 and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)