Unitifi® Information
Contact top employees from
Unitifi®
Summary
We Unite the Financial Services Industry by providing Behavior-Based Advising Tools
Our solution allows financial professionals to clearly understand their clients' financial personality ...Show more
Industries
Financial Services
Headquarters Location
Employees Size
1-10 employees
Specialties
Investor Behavior, Behavior-Based Advising, Behavioral Finance, Financial Behavior, Financial Adviser Tools, Know Your Client Software, Investor Engagement, Target Marketing Campaigns, Digital Platform, CRM Integrations
Founded
2017
Employees Turnover 2 quarter 2025
Length of Employment
Employee tenure at Unitifi® shows a diverse range of experience levels:
20% for 1–2 years30% for 5–7 years40% for 8–10 years10% have over 11 years of service at Unitifi®Contact top employees from
Unitifi®
Jerry Szatko
CEO
emily wetherall
Customer Service Lead
