Founded in 2017, Finlocity is a financial services community with +10,000 members comprised of RIAs, Registered Reps, Broker/Dealer Executives, Multi-Family Offices, Bank & Trust Officers, Insurance Professionals, Asset Managers, and FinTech Executives. The company delivers high quality, accredited presentations via online summits and in-person forums, with the most innovative thought leaders in the industry, showcasing the latest financial technology and investment solutions.
Our goal: EXPOSURE: Finlocity was created by intermediaries, financial industry leaders, and highly experienced sales executives as a way to deliver product solutions, effective training, education credits, and thought leadership, with minimal downtime and expense.
PowerMatch™, iLike™, FinServHub™, FinStars™ XCELLR8 Series™, Q4 Forum Series™, The Finlocity Channel™ ARE REGISTERED TRADEMARKS OF FINLOCITY COMMUNITY, LLC.