FinFolio
FinFolio makes portfolio management software for investment advisors and professional wealth managers. Report, rebalance, trade, bill and host mobile-ready client portals, all with a single portfolio ...load more
FinFolio's Basic Information
Industry
Software Development
Headquarters
Denver, Colorado, United States
Website
Founded Year
2008
Headcount
2 - 10 ( View All )
Specialties
Portfolio ManagementCustomizable Client Performance ReportingData Reconciliation Errors and AlertsIntuitive User InterfaceTrading/RebalancingClient PortalHosting/Outsourced Services
FinFolio's Competitors
Employee Insights
FinFolio's Top Employees
Matt Abar
CEO
Phone Email
LaKesha Prokes
Assistant To Chief Executive Officer
Phone Email
Rick Van Schoick
Business Development & Client Engagement Manager
Phone Email
Morgan Patterson
Conversion Supervisor
Phone Email
Frequently Asked Questions Regarding FinFolio
Where is FinFolio's headquarter located?
FinFolio's headquarter are located at United States.
How many employees does FinFolio have?
FinFolio has 2 - 10 employees.
What is FinFolio's official website?
FinFolio's official website is http://finfolio.com
What industry does FinFolio belong to?
FinFolio is in the industry ofSoftware Development
What does FinFolio do?
FinFolio makes portfolio management software for investment advisors and professional wealth managers. Report, rebalance, trade, bill and host mobile-ready client portals, all with a single portfolio ...
What specialty does FinFolio have?
Portfolio ManagementCustomizable Client Performance ReportingData Reconciliation Errors and AlertsIntuitive User InterfaceTrading/RebalancingClient PortalHosting/Outsourced Services
Connect with anyone with AroundDeal today!
Whether you're looking to connect with key decision-makers or making remote or global hires, we've got you covered.
✔ GDPR aligned & CCPA compliant✔ Cancel anytime✔ 5 free contacts