Communify Fincentric | Competitive Intelligence Profile

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Communify Fincentric is a financial services company based in Santa Monica, California, specializing in unifying the communication of market and client data. The company offers a SaaS-based product suite that includes a library of financial apps designed to enhance digital experiences in the financial industry. With a robust Knowledge Base and advanced AI capabilities, Communify Fincentric aims to deliver high-quality, cost-effective solutions for wealth management and financial data management.

🛍️ Communify Fincentric Product and Pricing News →

👔 Communify Fincentric CEO, Management and Leadership Team →

⚔️ Communify Fincentric Alternatives and Competitors →

💼 Communify Fincentric Hiring and Layoffs →

🤖 Communify Fincentric Developer, Integration and Automation News →

📈 Communify Fincentric Financials, Fundraising and Valuation News →

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🛍️ Communify Fincentric Product and Pricing News

• Communify Fincentric has officially opened its Colorado office and is preparing for the upcoming opening of its NYC office.
• Communify Fincentric is participating in the RIA Edge Nashville event on April 2 with Michael Rodgers and Jessica Kinsey discussing wealthtech innovations.
• Yaela Shamberg, Chief Product Officer at Communify Fincentric, discussed fintech trends like modular technology and actionable data at the 2025 Communify Fincentric Experience in Miami.
• Communify Fincentric was named Market Leader in Artificial Intelligence Innovation at the WealthBriefing European Awards 2025.
• Communify Fincentric's MacroScore™ tool uses Economist Intelligence data to provide wealth managers with macroeconomic insights and risk assessments for portfolios across 200 countries.

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👔 Communify Fincentric CEO, Management and Leadership Team

• Jesse Coffin

  
  Executive Director Client Technology
  [email protected]

• William Koch

  
  Executive Director, Client Technology
  [email protected]

• Mark Smith

  
  Executive Director
  [email protected]

• John Wise

  
  Chairman & CEO
  [email protected]

• Fiona Francois

  
  CFO and President of Sales Operations
  [email protected]

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⚔️ Communify Fincentric Alternatives and Competitors

• Involio
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• BeeRich
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• OptionTradingPal
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• Gradual
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• Common Room
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• CleverYak
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• Reflect
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• Paatch
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• Bang the Table
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• Nvex
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• Melrose Marketing
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• Kalson Media Group
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• Clayton NC Web Design
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• Main Sequence Ventures
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• Scale Venture Partners
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• Section 32

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💼 Communify Fincentric Hiring and Layoffs

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🤖 Communify Fincentric Developer, Integration and Automation News

• Communify Fincentric is collaborating with Sowmya Konda, Head of Operations at The London Company, to transform investment operations by building a tailored document vault and client experience.
• Communify Fincentric is collaborating with The London Company to build a tailored Document Vault and Client Experience, as shared by Sowmya Konda, Head of Operations at The London Company.

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📈 Communify Fincentric Financials, Fundraising and Valuation News

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