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FINQ AI

TEL AVIV, Israel · CRD 326858 · IAPD ↗ · finqai.com · 972508258824

$0Regulatory AUM
3Advisory reps
41Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

37
March 2026 — FINQ AI grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
65
April 2025 — FINQ AI (TEL AVIV, Israel) is newly SEC-registered with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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