Think of us as a universal translator. Steeped in finance and sustainable investing, we care deeply about making the world a better place. We do that by providing intelligence, analytics, and services to organizations across the private and nonprofit sectors who value long-term sustainability, social impact, and good governance.
The Special Needs Financial Services Institute (SNFSi) is an independent research organization launched by Capital Motion LLC in 2020. We specialize in researching financial products for people with disabilities and the organizations that provide them. SNFSi’s research provides actionable information to people selecting financial products and firms to work with to plan for a lifetime with special needs, bringing transparency and objective analysis to a fragmented, opaque market. SNFSi also works to increase the use of financial products by people with disabilities and those who care for them by building awareness of the opportunity to engage and serve this large and underserved population.
Welcome to SNFSi
SNFSi’s US PSNT Database includes detailed profiles and ratings of the more than 100 active Pooled Special Needs Trust administrators across the US. Work with one? Interested in finding one that is a fit for you? We’re here to help.