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Edgefolio logo — Connecting the hedge fund industry

Edgefolio

Connecting the hedge fund industry

Founded 2013 United Kingdom London, United Kingdom 25 employees Seed Finance, Financial Services +2

General Information

Company Name Edgefolio
Founded Year 2013
Location United Kingdom London, United Kingdom
Employees 25
Industries Finance, Financial Services, Fintech +1
Funding Stage Seed
Business Model B2B, SaaS, Platform
Revenue Model Subscription, Service Fee
Social

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About Edgefolio

Edgefolio, founded in 2013 and headquartered in the United Kingdom, is making waves in the Finance and Fintech industries by connecting the hedge fund ecosystem. With the slogan "Connecting the hedge fund industry," the company offers digital solutions that streamline fund marketing and investor relations.

Their flagship product, Edgefolio for Managers, provides a comprehensive suite of tools including an investor portal, CRM, email marketing, and data room designed to facilitate connections between hedge funds and their investors. The platform serves a spectrum of hedge funds, from emerging start-ups to well-established companies with robust marketing teams.

Their secondary product, FundPlatform, caters to prime brokers and third-party marketers, offering advanced digital solutions to enhance their service to hedge fund clients and investors globally. This approach underscores Edgefolio's aim to digitize the fund industry.

The company secured a Seed investment in February 2015 from Seedcamp, marking its initial stride in attracting external funding to support its global expansion and product development.

Business keywords: Hedge Fund Marketing, Investor Portal, CRM for Hedge Funds, Email Marketing for Funds, Data Room Solutions, Digital Distribution Platform, Prime Broker Solutions, Third-Party Marketer Solutions, Fund Industry Digitization, Investor Relations Portal, AIFMD Compliance Solutions, Alternative Investment Software, Cap Intro Software, Sophisticated Marketing Platform, Enterprise Solutions for Funds

Services & Products

Digital Solutions for Hedge Funds
Capital Introduction for Prime Brokers
Investor Screening and Research Platform
Comprehensive Compliance Tools
Marketing and Engagement Analytics

Target Customers

Hedge Fund Managers Prime Brokers Institutional Investors Consulting Teams Fund Marketing Teams

Funding Rounds & Investors (1)

View All
Funding Stage Amount Investors Lead Investors Date
Seed Undisclosed 1
Seedcamp
01 Feb 2015

Edgefolio Alternatives & Competitors

View All Alternatives
Edgefolio vs
Kurtosys
Kurtosys United Kingdom

Digital and reporting solutions for investment managers.

Series D
196 employees
Enterprise Software, Finance
Edgefolio vs
BarclayHedge
BarclayHedge United States

BarclayHedge, a division of Backstop, currently maintains data on more than 7,100 hedge funds, funds...

20 employees
Financial Services, Information Technology
Edgefolio vs

Working better together

17 employees
Finance, Financial Services

FAQ About Edgefolio

Connecting the hedge fund industry
Edgefolio was founded in 2013.
Edgefolio is headquartered in London, United Kingdom.
Edgefolio operates in Finance, Financial Services, Fintech and Information Technology. Its work centres on Hedge Fund Marketing, Investor Portal, CRM for Hedge Funds and Email Marketing for Funds. Its customers include Hedge Fund Managers, Prime Brokers and Institutional Investors.
Edgefolio has a B2B, SaaS and Platform business model. Its revenue comes from Subscription and Service Fee.
Edgefolio has approximately 25 employees.
Edgefolio has completed 1 funding round. The latest funding stage is Seed.
Edgefolio offers: Digital Solutions for Hedge Funds, Capital Introduction for Prime Brokers, Investor Screening and Research Platform, Comprehensive Compliance Tools, Marketing and Engagement Analytics.
Top alternatives and competitors to Edgefolio include Kurtosys, BarclayHedge, RealFin Collective Investment Schemes, PFA Solutions, Cornerstone Fund Services. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Edgefolio and Kurtosys are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Edgefolio, https://bouncewatch.com/company/edgefolio, updated 25 September 2026. When citing, please name BounceWatch and link this page.

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