# FINIVI

FINIVI is a RIA based in Westborough.

## Overview

- **Organization type:** RIA
- **Headquarters:** Westborough
- **Founded:** 2001
- **Assets under management:** Undisclosed
- **Website:** https://finivi.com
- **LinkedIn:** https://www.linkedin.com/company/finivi

## Regulatory record

- **CRD number:** 292329
- **SEC file number:** 801-112470
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/292329

## About

FINIVI INC. is an SEC-registered investment adviser in WESTBOROUGH, MA, registered since 2018. The firm manages $308 million in assets, with $285 million on a discretionary basis. It has 10 employees and 8 investment advisers.

## Sectors

- Wealth Management
- Investment Advisory
- Financial Planning
- Retirement Planning
- Estate & Wealth Transfer
- Risk Management
- Business Succession

## Questions

### Who runs investment decisions at FINIVI?

No named principals or investment decision-makers have been identified in any public record, media source, or corporate filing associated with FINIVI INC.

### What investment stages does FINIVI typically target?

No data on stage preference has been disclosed. The firm's investment focus remains entirely unconfirmed.

## Related profiles

- [BKN Capital](https://altss.com/profile/bkn-capital-sa)
- [Bollinger Wealth Management LLC](https://altss.com/profile/bollinger-wealth-management-llc)

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Last updated: 2026-07-10T23:26:32.000Z

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