FinFolio

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

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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.

Compliance
Consolidated Reporting
CRM
Portfolio Management

Country

United States of America

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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.

History

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.

In the media

Simple solutions for complex times.

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FinFolio

Contact FinFolio

Few more questions...

Products and services

Categories

Compliance
Consolidated Reporting
CRM
Portfolio Management

Country

United States of America

About the business

History

About the owners and the team

Do you work for FinFolio?
You can enrich your data with Simple and reach the next generation of client.

Simple solutions for complex times.

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Companies

Community

FinFolio

Contact FinFolio

Few more questions...

Products and services

Categories

ComplianceConsolidated ReportingCRMPortfolio Management

Country

United States of America

About the business

History

About the owners and the team

Do you work for FinFolio? You can enrich your data with Simple and reach the next generation of client.

Simple solutions for complex times.

Compliance
Consolidated Reporting
CRM
Portfolio Management

Do you work for FinFolio?
You can enrich your data with Simple and reach the next generation of client.