Loading organizations...
Key people at Infinity Financial Technology.
Founded in 2007 by Greg B. Gilbert, Infinity Financial Technology, also known as Infinity Financial Services, operates as a fintech independent broker-dealer. Based in the Bay Area, Silicon Valley, United States, the firm is dedicated to developing advanced technology-based solutions for alternative investment platforms. Its primary focus is on serving high net worth advisors, providing them with comprehensive tools and resources. Infinity Financial Technology offers extensive advisor practice management services, which include asset management, brokerage, insurance, financial planning, benefit plans, and risk management. These integrated services are specifically designed to empower financial advisors in effectively serving their affluent clientele, solidifying the company's position in the specialized financial technology sector. The firm focuses on financial advisors serving high net worth clients, focuses on alternative investments, asset management, brokerage, insurance, and financial planning.
Key people at Infinity Financial Technology.
Infinity Financial Technology refers to multiple entities, but the most directly matching is a now-defunct software company founded in 1992 in Mountain View, California, focused on non-internet/mobile software for the financial sector.[3] It developed products like Montage UNIX software for financial applications and was acquired in 1998 by FIS Global Execution Services after raising $160K in funding.[3][6] With 1-4 employees and revenue between $500K-$1M at some point, it operated in investment banking or financial software spaces.[1][3]
This was not an active investment firm or high-growth startup; instead, it built specialized financial software, serving financial institutions by providing UNIX-based tools for operations, before its acquisition ended independent operations.[3][6] No current growth momentum exists, as it ceased as a standalone entity over 25 years ago.[3]
Infinity Financial Technology was established in 1992, originally named Infinity International Financial Technology before 1994.[3][6] Limited details exist on specific founders, but it emerged in Silicon Valley's tech hub (headquartered at 640 Clyde Court, Mountain View), developing Montage UNIX software tailored for financial industry needs.[3][6] Early traction included modest funding of $160K, culminating in its 1998 acquisition, marking a pivotal exit rather than prolonged independent growth.[3]
The company operated during the early 1990s software boom for finance, focusing on robust UNIX systems before broader internet shifts.[6] Post-acquisition, it integrated into FIS, with no further independent evolution noted.[3]
Infinity Financial Technology rode the 1990s wave of UNIX-based enterprise software for finance, a trend driven by banks' need for stable, scalable systems amid digitizing trading and operations.[6] Timing aligned with pre-internet financial tech growth, before web/mobile dominance shifted paradigms—its 1998 acquisition reflected consolidation as larger players like FIS absorbed specialized firms.[3]
Market forces favoring it included Silicon Valley's proximity to finance-tech demand and UNIX's enterprise stronghold.[3] It influenced the ecosystem modestly by contributing to financial software foundations, now evolved into modern fintech, though its impact faded post-acquisition.[3][6]
As an acquired 1990s entity, Infinity Financial Technology has no ongoing operations or future trajectory—its legacy lives within FIS or archival tech history.[3][6] Trends like AI-driven fintech and cloud finance have long surpassed its UNIX niche, with no evident revival.[3] Its influence may evolve only through historical study of early financial software transitions, tying back to its roots as a small-scale innovator in a transformative era.
