No credit card. No commitment.
5000+ G2 reviews
Fiduciary Genius
Financial services
Founded in 2022
Laguna Hills, California
fiduciarygenius.comFiduciary Genius
Financial servicesFounded in 2022Laguna Hills, California
EmployeesFiduciary Genius' financial review
Employees
1
Fiduciary Genius information
Real retirement planning for professionals. An automated step-by-step flow to compose a customized retirement plan report for your customer. Real financial math is made simple.All aspects of the retirement plans are covered.Loved by fiduciaries. Our software is so simple that fiduciaries can't help but fall in love with it. One simple flow leads to one comprehensive report.
Fiduciary Genius industries
Retirement planing platform
Rias
Financial advisors
Retirement plan report
Fiduciary Genius' financial review
Employees
1
Employee Metrics
Technologies
Domain Name Services
Email Providers
Other
Hosting
Other
Online Video Platforms
Employees
Prospect on LinkedIn
Find verified emails and direct dial mobile numbers of contacts on LinkedIn, and sync them with your CRM instantly
Download Extension
Why our clients choose Apollo
“Apollo completely changed the game for us. It allowed us to identify relevant targets that are ready to scale and reach out to them at the exact right time.”
Erik Straub
Head of Product, Kickfurther
“Using Apollo.io, we've solved the biggest problem for every business, the lead problem. We are now constrained by sales time and no longer lack interested prospects.”
Michael Transon
CEO, Victorious
