FinFolio Information

View Top Employees from 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 management software platform.

Website	http://www.finfolio.com
Revenue	$768000
Employees	5 (3 on RocketReach)
Founded	2008
Address	3000 Lawrence St, Denver, Colorado 80219, US
Phone	+1 720-206-0660
Technologies	JavaScript , HTML , Twitter +34 more (view full list)
Industry	Software, Software Development, Software General, Accounting, Portfolio Management, Financial Services, Customizable Client Performance Reporting, Professional Services, Data Reconciliation Errors and Alerts, Consulting, Intuitive User Interface, Developer Tools, Trading/Rebalancing, Client Portal, Finance, Hosting/Outsourced Services, FinTech, Stock Exchanges, Lending and Investments
Web Rank	1 Million
Keywords	Portfolio Management Software, Wealth Management Software, Financial Advisor Technology, Client Portal Software, Financial Planning Software, Investment Management Software, Wealthtech, Portfolio Accounting Software, Advisor Technology, Financial Technology, Portfolio Reporting, Billing Software, Investment Technology, Asset Management Software, Client Relationship Management
Competitors	Fidelity Investments, Morningstar, SS&C Advent, Addepar, eMoney Advisor, Zacks Investment Research, Advisor Technology Svcs LLC, Wealthbox, Riskalyze, Tegra118 +44 more (view full list)
SIC	SIC Code 737 Companies, SIC Code 73 Companies
NAICS	NAICS Code 54151 Companies, NAICS Code 54 Companies, NAICS Code 541511 Companies, NAICS Code 541 Companies, NAICS Code 5415 Companies

FinFolio Questions

What is the annual revenue of FinFolio?

The FinFolio annual revenue was $768000 in 2026.

Who is the CEO of FinFolio?

Matt Abar is the CEO of FinFolio.

How many people are employed at FinFolio?

3 people are employed at FinFolio.

Where is FinFolio based?

FinFolio is based in Denver, Colorado.

What is the NAICS code for FinFolio?

The NAICS codes for FinFolio are [54151, 54, 541511, 541, 5415].

What is the SIC code for FinFolio?

The SIC codes for FinFolio are [737, 73].

Top FinFolio Employees

Matt Abar

CEO at FinFolio

Englewood, CO, US
2
- finfolio.com
- yahoo.com
5+
- +1 303-598-XXXX
- +1 303-997-XXXX
- +1 720-891-XXXX
- +1 702-894-XXXX
- +1 303-282-XXXX
- +1 303-765-XXXX
Mike Maurer

Software QA Manager at FinFolio

Portland, OR, US
4
- gmail.com
- finfolio.com
- yahoo.com
- hotmail.com
5+
- +1 408-858-XXXX
- +1 408-352-XXXX
- +1 720-275-XXXX
- +1 209-529-XXXX
- +1 408-527-XXXX
- +1 408-264-XXXX
Dzmitry Kasakouski

C# Developer at FinFolio

Krasnodar Krai, Russia
1
- gmail.com