Our Mission
In 2020, FinTurk started as a just few lines of code that put client files in the right folders. Today, FinTurk's tools help manage the wealth of thousands of client households.
While the scope of what we do has grown, our focus is still the same: helping advisors save time on the most time-consuming tasks they face each day.
Our Story
From the beginning, FinTurk was focused on adding value by building and providing software tools to make advisors more efficient.
We started working with a top 100 RIA, building various tools to make advisors faster while saving them time on the mundane tasks that make up the bulk of an advisor's day. The tools FinTurk built quickly replaced multiple other software tools advisors were using, and eliminated most of the daily spreadsheet work that kept advisors tied up working on client accounts instead of working with clients.
Today, the FinTurk platform helps more than 30 advisors manage more than $4 billion in AUM, and has saved hundreds of thousands of dollars by allowing advisors to take on significantly more clients than the average advisor, serving each client more quickly and more effectively.
And while the range of tools we offer continues to grow, our focus will always be helping you enhance the most important asset your business has - your client relationships.
Join the group of cutting-edge advisors already optimizing their business.
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