Founded in 2003, ActiFi's mission was to help financial advisors and their firms build more successful and valuable businesses. The company was known for its comprehensive practice management platform, "SuccessPro," which provided tools for business planning, marketing, client management, and operational efficiency. In May 2020, ActiFi was acquired by Tegra118, which itself was subsequently acquired by and merged into InvestCloud in February 2021. Today, the ActiFi brand and its technology live on as a core component of InvestCloud's financial planning solutions, continuing to serve the wealth management industry.

Founded in

United States