Finiat, LLC - Investment Advisers

About Finiat, LLC

Finiat, LLC is an investment adviser headquartered in Mount Dora, Florida. Its registry data lists about $25.56 million in regulatory assets under management and seven employees. The firm appears in the directory of US investment advisers and in the list of investment advisers in Florida. Finiat develops technology for financial advisers, including independent advisers, registered investment advisers, family offices and institutions. Its platform covers three areas: portfolio construction, using an interactive portfolio builder and algorithm-based index methods; portfolio management, which uses quantitative signals such as volatility, momentum and macro trends to adjust allocations; and client communication, which generates written explanations of portfolio changes. The firm also offers automated ESG, values-based and faith-based screens for custom separately managed accounts. The company traces its origins to Robert Bandy, who began building early models after the 2008–09 financial crisis while working as a financial advisor. He used these models in his own practice before they became the basis for the firm's platform. The team's stated backgrounds include quantitative finance, algorithms, business law, software development, consulting and investment banking.

Key Facts

Assets Under Management

$25.56M

Employees

7

SEC File Number

801-129206