Finlocity Email Format
Information ServicesNew York, United States2-10 Employees
Finlocity is a financial services community founded in 2017 that connects professionals across the investment management, brokerage, family office, banking, insurance, asset management, and fintech sectors. The organization focuses on providing members with insights and networking opportunities through a mix of online summits and in-person forums, featuring presentations from industry thought leaders on innovative financial technology and investment solutions. Its target market comprises Registered Investment Advisors, Broker/Dealer executives, multi-family offices, bank and trust officers, insurance professionals, asset managers, and fintech executives, with the goal of helping them stay informed and make informed decisions in a rapidly evolving financial landscape. Based in Penfield, New York, Finlocity operates within the information services industry, offering a forum-like platform that facilitates learning, relationship-building, and knowledge exchange among finance professionals.