FinFolio is a developer of portfolio management software for investment advisors and professional wealth managers. Since its establishment in 2008, the United States-based company has been committed to creating beautiful software tailored to the needs of financial advisors. The platform allows users to report, rebalance, trade, bill, and host mobile-ready client portals. With a focus on several key industries including Developer Tools, Finance, Fintech, and SaaS, FinFolio offers a comprehensive portfolio management solution.
FinFolio
We make beautiful software for financial advisors
Founded 2008
Denver, United States
9 employees
Developer Tools, Finance +3
Denver, United States
9 employees
Developer Tools, Finance +3
General Information
Company Name
FinFolio
Founded Year
2008
Location
Denver, United States
Denver, United States
Employees
9
Industries
Developer Tools, Finance, Financial Services +2
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Discover More
United States Market
Developer Tools
About FinFolio
Business keywords: portfolio management software, investment advisors, wealth managers, financial advisors, reporting tools, rebalancing software, trading platform, client portal, mobile-ready software
No funding data available for FinFolio yet.
FinFolio Alternatives & Competitors
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FinFolio vs
Blaze Portfolio
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Streamlined Trade Order Management and Rebalancing Technology for Advisors
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FinFolio vs
Blueleaf Wealth
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Modular Wealth Management Platform for Advisors - Client Experience | Reporting | Billing | Rebalanc...
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FinFolio vs
StratiFi Technologies Inc
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AI-powered workflows for wealth management
Series A
21 employees
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FAQ About FinFolio
We make beautiful software for financial advisors
FinFolio was founded in 2008.
FinFolio is headquartered in Denver, United States.
FinFolio operates in Developer Tools, Finance, Financial Services, Fintech and SaaS. Its work centres on portfolio management software, investment advisors, wealth managers and financial advisors.
FinFolio has approximately 9 employees.
Top alternatives and competitors to FinFolio include Blaze Portfolio, Blueleaf Wealth, StratiFi Technologies Inc, WealthShield, LLC, Private Wealth Systems. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
FinFolio and Blaze Portfolio 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 FinFolio, https://bouncewatch.com/company/finfolio, updated 27 October 2024. When citing, please name BounceWatch and link this page.
