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fi360

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About fi360

Investor type

PE firm

First check

N/A

Lead

N/A

Themes

regulation
e-learning
edutech
recurring
LMS
collaboration tools
edtech
productivity tools
compliance
SaaS regtech
regulatory
software
learning management system
ed-tech
education
subscription
future of learning
+11
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Funding Stages

4. Scaling

Countries of investment

Flag of USA USA

Funding Requirements

We invest in buyout-stage fiduciary and wealth-advisor software and education platforms that serve retirement and wealth-advisory firms, scaling through bolt-on acquisitions, product integrations, and cross-selling to enhance recurring revenue, compliance stickiness, and strategic exit value to large wealth/technology incumbents in North America and developed markets.

Locations

3 Penn Center Blvd #400, Pittsburgh, PA 15276 HQ

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