FA Insight:

A Consulting and Research Firm Serving the Financial Services Industry

Recently Released!!!
Date Published: February 20, 2014
Summary PowerPoint Deck: 10 Slides
Reference PowerPoint Deck: 17 Slides

FA Insight was founded by Dan Inveen in 2008 and is based in Tacoma, WA. Its web site can be found at www.fainsight.com.

FA Insight's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Early Phase
  • Middle Phase
  • Recent Phase
Its profile includes the key statistics of the firm, including its number of employees, revenues, & net profits.

Its profile includes detailed outlines of its core businesses:

  • Business One
  • Business Two
And its profile concludes with the highlights of its organizational structure & ownership.







































Tiburon Member Access:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:

Tiburon suggests that Tiburon members start by downloading the well-organized summary PowerPoint presentation and/or waching the Tiburon Webinar. Tiburon's reference PowerPoint slides are useful for further analysis, although some slides will be incomplete. Tiburon Podcasts will be recorded in 2025-2026. Tiburon members who need a username & password to access Tiburon Written Research, Tiburon Webinars, and/or Tiburon Podcasts, can click here.

Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:


Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:

© 2025 Tiburon Strategic Advisors