Special Needs Financial Services Institute™ (SNFSi™)

SNFSi is an independent research organization launched in 2020 by Capital Motion LLC. SNFSI’s mission is to expand the use of high-quality financial products and services by the nationally underserved market of 44+ million people who have a disability.

SNFSI’s proprietary database of pooled special needs trust providers covers all national and regional providers and includes in-depth analysis of each based on our independent research methodology. The database includes organizational information, contact information, services, fees and financials. Custom reports and provider profiles are available for purchase. SNFSi publishes a complimentary annual industry report that is available by request.

SNFSi provides market intelligence services including industry overview presentations, information packages for Boards of Directors onboarding, strategic relationship development and due diligence, market research, and competitive analysis.

Searchable Listing of Nonprofit Pooled Special Needs Trust Administrators currently operating and accepting new Beneficiaries