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FinFolio

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United States

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01 Thg 01 2008 (17 Years)

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Get to know FinFolio

Founded in 2008, FinFolio, Inc. develops and supports a portfolio management software platform for financial professionals such as registered investment advisors (RIAs), family offices, and wealth managers. The company's mission is to provide an elegant, all-in-one solution that simplifies the operational challenges of advisory firms. Its platform integrates portfolio management, client reporting, billing, rebalancing, and trading into a single, cohesive system, available as both a web-based and desktop application.

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  • Technology Software DevelopmentPRIMARY
  • Financial Banking
  • Financial Other Service

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