# FINSIE

FINSIE is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://finsie.com
- **LinkedIn:** https://www.linkedin.com/company/finsie

## Regulatory record

- **CRD number:** 313047
- **SEC file number:** 801-120554
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/313047

## About

Finsie is a financial services marketplace that connects consumers with fee-only financial professionals, including financial planners, investment advisors, accountants, attorneys, career coaches, and insurance professionals. The firm operates on principles of trust, transparency, and prosperity, offering unbiased recommendations without selling client contact information. Users can search over 100 professionals, schedule free consultations, and meet online through a private virtual meeting room.

## Sectors

- Financial Planning
- Investment Advisory
- Accounting
- Legal
- Career Coaching
- Insurance

## Questions

### What investment strategy does FINSIE pursue?

FINSIE has not publicly stated its asset-class focus, stage preferences, or whether it does direct deals, fund commitments, or co-investments. No strategy descriptions exist in public materials.

## Related profiles

- [Marc Alan Wealth Management](https://altss.com/profile/marc-alan-wealth-management-llc)
- [Nerium Capital](https://altss.com/profile/nerium-capital-llc)

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Last updated: 2026-07-10T23:26:54.000Z

Canonical page: https://altss.com/profile/finsie

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