Our story
Tech built for the future,
available for you today
Built exclusively for financial advisors looking to make data easy
2017 • December
Conceptualizing
"I couldn't find the technology I so desperately needed to simplify, speed up and optimize for compliance during onboarding." -Forrest, CEO @ Finpace
2018 • March
Initial Product
Since we couldn't find the tech that was needed...Bitsy Advisor (former name) comes to life with initial funding of $25,000. Website and first phase of our product launched.
2019 • July
Prototype Pivot
After successfully implementing the onboarding software into my own practice and seeing the growth it helped us achieve, other advisor began asking to use it as well. So we made it licensable.
2020 • March
First Customers
After full pivot to first phase of commercial release, we onboarded our first 7 testing users.
2020 • October
1,000+ Users
Within a few months of our first initial customers, Finpace grows to more than 1,000 paid users.
Our vision
Make data easy
Our team
Dedicated to making your life better as a practitioner
