FinFolio​ makes portfolio management software for investment advisors and professional wealth managers.


Contact FinFolio

Enter your details and we will connect you.

Few more questions...

How soon would you ideally like a solution in place?

What type of family office are you?

What is your total AUM?

Where are you based?

Products and services

The company's platform offers performance reporting, trading, order management, portfolio rebalancing, billing and client and contact management services that integrate with almost all the products in the wealth management space, enabling financial professionals to manage wealth efficiently.

About the business

FinFolio​ offers portfolio management and trading software designed to assist investment advisors and professional wealth managers. The company is based in Denver, Colorado, USA.


The company was founded in 2008 by Matt Abar.

About the owners and the team

Matt Abar is the Founder & Chief Executive Officer of Finfolio and the company is backed by Zero G Capital.

Simple solutions for complex times.