Techfino is a dynamic financial services platform, specializing in providing innovative solutions for payment processing and compliance management within the fee-for-service financial planning sector. Founded in 2016, and headquartered in the scenic city of Bozeman, Montana, Techfino has rapidly emerged as a trusted partner for financial professionals seeking to streamline their operations while ensuring data security and regulatory compliance.
With a dedicated team of fewer than 100 expert employees, Techfino is committed to delivering top-notch service and cutting-edge technology to its clients. The company’s solutions are designed to enhance operational efficiency and provide peace of mind for financial planners who prioritize secure and compliant payment processes. Techfino’s commitment to excellence has earned it recognition within the industry, positioning it as a leader in financial services technology.
Company Highlights:
- Specialization: Financial services platform focusing on payment processing and compliance management.
- Key Offerings: Secure payment processing, compliance oversight, and data security solutions.
- Service Area: Headquartered in Bozeman, Montana, serving financial planners nationwide.
- Recognition: Acknowledged for innovative solutions in the financial services industry.
