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
ZI Rank: 1
Signal Type
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ZI Rank
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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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Activity Insights
FinFolio is experiencing very low activity levels compared to other companies in the Software sector.
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FinFolio financials insights
Gather financial insights about FinFolio, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
2021
Debt
$213K
FinFolio Tech Stack
A closer look at the technologies used by FinFolio
Most Recent Scoops
Hiring Plans
FinFolio is hiring in Finance for the first time in 12 months.
Hiring Plans
Funding
FinFolio has received an SBA PPP loan in the amount of $213,247 from UMB Bank resulting in the retention of 15 jobs.
Funding
FinFolio has received an SBA PPP loan for $150,000-350,000 from UMB Bank.
Funding
FinFolio News & Media
Investment Research Software Market to Witness Huge Growth by 2025 : StockGround, New Constructs, Valuatum, FinFolio
Edison, NJ -- (SBWIRE) -- 07/21/2020 -- Investment Research Software Market Analysis & Forecast For Next 5 Years Read the full press release at http://www.sbwire.com/press-releases/investment-research-software-market-to-witness-huge-growth-by-2025-stockground-new-constructs-valuatum-finfolio-1297787.htmRightCapital Financial Planning Software Announces Integration with FinFolio
RightCapital now integrates with FinFolio’s wealth management platform. (PRWeb August 14, 2019) Read the full story at https://www.prweb.com/releases/rightcapital_financial_planning_software_announces_integration_with_finfolio/prweb16503124.htm55ip's Investment Strategy Engine Now Integrated with FinFolio
BOSTON, Jan. 15, 2019 /PRNewswire/ -- 55ip, an investment strategy engine that enables advisors to automate and custom-build investment strategies using industry-leading investment science, today announced its partnership with FinFolio, the fastest growing portfolio management software...
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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
