Special Needs Financial Services Institute™ (SNFSi™)

SNFSi is an independent research organization launched in 2020 by Capital Motion LLC. We specialize in analyzing, evaluating, and rating financial products for people with disabilities and the organizations that provide them. Our mission is to expand the use of high-quality financial products and services to this nationally underserved market of 40+ million people. SNFSi offers database subscriptions to professionals and custom searches and reports to individuals and families.

SNFSi’s National Nonprofit Pooled Special Needs Trust Administrator Database
Professional Subscriptions
Personalized Reports for individuals and families
  • Continuously updated, searchable national database
  • 100+ national and regional nonprofit providers
  • Includes:
    • Organizational overview
    • Organization Type
    • Rating relative to evaluation benchmark
    • Services
    • Fees
    • Financials
    • Contact information