Fi360

Fi360 provides fiduciary-centric software tools, data analytics, and educational programs to financial advisors. Put simply, it is about accepting cards, bank transfers and wallets online or in person.

Who is it for? Mostly any business that takes money. They also list Analytics and FinTech, so expect those to show up in the feature set. As a mid-sized product team themselves (51 to 200 people), they tend to serve customers of a similar scale best.

Fi360 is based in Pittsburgh, Pennsylvania. Their site is fi360.com.

Our checklist for this category: rates, payout timing, chargeback handling, and developer tools. Get the renewal terms in writing before the first invoice.

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