FinFolio
Financial Software · Colorado, United States · 11-50 Employees
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Overview
Headquarters
3000 Lawrence St Ste 6, Denver, Colorado...Phone Number
(720) 206-0660Website
www.finfolio.comRevenue
<$5 MillionIndustry
About FinFolio
FinFolio develops and supports an extensible investment management software platform for financial professionals. FinFolio has embraced an expanded definition of portfolio management which includes a REST API (wealthlab.io), trading, rebalancing, billing, reporting, client data distribution and other elements of a financial adviser's back office. FinFolio's clients include investment advisers, financial planners and other wealth managers.Explore more
FinFolio Org Chart
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Frequently Asked Questions Regarding FinFolio
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FinFolio develops and supports an extensible investment management software platform for financial professionals. FinFolio has embraced an expanded definition of portfolio management which includes a REST API (wealthlab.io), trading, rebalancing, billing, reporting, client data distribution and other elements of a financial adviser's back office. F... Read More
