Fiduciary Genius, LLC is a WealthTech company founded in 2015 that provides a Software-as-a-Service (SaaS) platform specifically for financial advisors managing 401(k) and other retirement plans. The company's mission is to simplify fiduciary responsibilities and empower advisors with digital tools for proposal generation, investment analytics, fee benchmarking, and automated reporting. By centralizing these functions, the platform aims to help advisors scale their retirement plan business efficiently while maintaining compliance and providing high-quality service to their clients.

Founded in

United States