About Us

Founded in 2017, Finlocity is a financial services community with +10,000 members comprised of RIAs, Registered Reps, Independent 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, educational credits, and thought-leadership, with minimal downtime and expense. 

Founded

2017

How it Works
Mission
Contact Us