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
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United States Market
Developer Tools
About FinFolio
Taxonomy: 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.
Get notified when FinFolio raises fundingFinFolio Alternatives & Competitors
FinFolio vs
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FinFolio vs
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FinFolio vs
Trend Securities Pty Ltd
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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 the following industries: Developer Tools, Finance, Financial Services, Fintech, SaaS.
FinFolio has approximately 9 employees.
Top alternatives and competitors to FinFolio include Blaze Portfolio, AdvisorOp, Trend Securities Pty Ltd, Adelpo, IVM Markets Inc USA. 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.
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