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FINIVI INC.

WESTBOROUGH, MA · CRD 292329 · IAPD ↗ · (508) 870-0440

$308.4MRegulatory AUM
9Advisory reps
10Employees
0Clients
51-100Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — FINIVI INC. reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.