New
Compliant, scalable email campaigning for financial pros

Verify and authenticate financial professionals

FINRA, SEC, and NAIC profile verification, registration, and API capabilities to power your onboarding and back-end data.
We speak fluid CRD, NPN, and ADV.
Verify financial professionals

Verify the status of securities, insurance, and advisory professionals using a variety of input methods or using IdentiFi's registration capability.

A single API for FINRA, SEC, and NIPR

For qualified organizations, bundle together securities and insurance requests into a RESTful web service with JSON payloads.

Enrich your onboarding

Use our API to automatically enrich data during financial professional onboarding to speed the process and add data integrity.

New: Authenticate to your apps

Embed IdentiFi Auth in your application to leverage our network of thousands of professionals, onboarding and KYC capabilities.

Use the best data to reach your audience

No more "best effort" based audience building.

PUBLISH

Enrich your data with FINRA, SEC, and NIPR data

FINRA, SEC, and NAIC profile verification, registration, and API capabilities to power your onboarding and back-end data. We speak fluid CRD, NPN, and ADV.

Do more, faster with Gainfully

We give you a solid foundation to get building right away.
FINRA/SEC Compliant
SOC2 Security
Network Architecture
No Code Needed
Salesforce Integration
Much More
300k+
Financial professionals reached by our customers
2,600+
Firms represented throughout the network of users
15M+
Compliance-controlled messages sent in 2019 alone

Request a private demo

Learn how Gainfully can accelerate your marketing,
sales, and partner growth.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.