Guardfolio

Financial Software · Israel · 1-10 Employees

View Company Info for Free

Overview

Headquarters

Tel Aviv, Tel Aviv, Israel

Revenue

<$5 Million

Industry

Financial Software Software
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Guardfolio

Guardfolio is an AI-powered portfolio risk monitoring platform designed for self-directed retail investors. The platform aggregates investment holdings across multiple brokerage accounts and applies advanced analytics to identify concentration risk, ETF overlap, correlation risk, and allocation drift in real time. Guardfolio supports US stocks, ETFs, mutual funds, retirement accounts, and cryptocurrency holdings, and delivers intelligent alerts via email and Telegram when material changes are detected. The platform also provides portfolio health scoring to give investors a clear, ongoing picture of their overall risk exposure. Guardfolio aims to bring institutional-grade risk management tools to individual investors, enabling proactive risk detection before losses escalate.Explore more
Guardfolio's Social MediaPopular SearchesGuardfolioSIC Code 73,737NAICS Code 51,513Show more

Guardfolio Org Chart

Elad Nahum, Founder at Guardfolio
Israel flag for contact location.

Founder

PhoneEmail
Moshe Pur, Co-Founder & Chief Technology Officer at Guardfolio
Israel flag for contact location.

Co-Founder & Chief Technology Officer

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Guardfolio your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Illustration of an envelope

Top Financial Software Companies

Frequently Asked Questions Regarding Guardfolio

What is Guardfolio's official website?
Guardfolio's official website is www.guardfolio.ai
What is Guardfolio's Revenue?
Guardfolio's revenue is <$5 Million
What is Guardfolio's SIC code?
Guardfolio's SIC: 73,737
What is Guardfolio's NAICS code?
Guardfolio's NAICS: 51,513
How many employees does Guardfolio have?
Guardfolio has 1-10 employees
What industry does Guardfolio belong to?
Guardfolio is in the industry of: Financial Software, Software
Who is the CTO of Guardfolio?
Guardfolio's CTO is Moshe Pur
What does Guardfolio do?

Guardfolio is an AI-powered portfolio risk monitoring platform designed for self-directed retail investors. The platform aggregates investment holdings across multiple brokerage accounts and applies advanced analytics to identify concentration risk, ETF overlap, correlation risk, and allocation drift in real time. Guardfolio supports US stocks, ETF... s, mutual funds, retirement accounts, and cryptocurrency holdings, and delivers intelligent alerts via email and Telegram when material changes are detected. The platform also provides portfolio health scoring to give investors a clear, ongoing picture of their overall risk exposure. Guardfolio aims to bring institutional-grade risk management tools to individual investors, enabling proactive risk detection before losses escalate.Read More

What are Guardfolio social media links?
Guardfolio Linkedin page
Is Guardfolio a public company?
Guardfolio is private company therefore does not currently have an official ticker symbol
See more information about Guardfolio

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.