FinFolio Employee Directory

Q: Who are FinFolio key employees?

Some of FinFolio key employees are Daniel McGlinchey , Michael Maurer , Richard Van Schoick

FinFolio corporate office is located in 3000 Lawrence St Ste 6, Denver, Colorado, 80205, United States and has 11-50 employees.

finfolio inc

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Employees by Department

Departments

Number of employees

Finance

C-Suite

Engineering & Technical

Information Technology

Sales

FinFolio CEO

Matthew AbarChief Executive Officer

Phone

See Profile

Key Employees of FinFolio

DM
Daniel McGlinc...
Supervisor, Financial Data
PhoneEmail
MM
Michael Maurer
Manager, Software Quality Assurance
PhoneEmail
RV
Richard Van Sc...
Manager, Business Development & Client Engagement
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

FinFolio Global Presence

Location	People at location
North America	1-10
Asia	1-10

Index of contact profiles from FinFolio

Hundreds of professionals searching for FinFolio have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

DM
Daniel McGlinchey
Email Direct
Supervisor, Financial Data
United States , Colorado , Denver

MM
Michael Maurer
Email Direct
Manager, Software Quality Assurance
United States , Colorado , Denver

RV
Richard Van Schoick
Email Direct
Manager, Business Development & Client Engagement
United States , Colorado , Denver

MA
Matthew Abar
Email Direct
Chief Executive Officer
United States , Colorado , Denver

Former Employees at FinFolio

Explore people who held key positions, contributed to FinFolio's success, and advanced their careers.

Kyle Croyle

Director, Channel Part... at Engine

Worked as Vice President, Operations

at FinFolio (2019-2019)

Direct

Evan Pohlmann

Project Manager at Grunley Construction

Worked as Financial Data Conversion Specialist

at FinFolio (2018-2020)

Direct

Nathan Vogels

Director, User Experie... at Western Union

Worked as Head of Operations

at FinFolio (2017-2019)

Direct

Mask Content

Director, Crypto Opera... at Charles Schwab

Worked as Implementation Specialist

at FinFolio (2019-2020)

Direct

Mask Content

Trading Product Specia... at Orion Advisor Solution...

Worked as Financial Data Specialist

at FinFolio (2022-2023)

Direct

Mask Content

Senior Software Engine... at OrthoFi

Worked as Technology Lead

at FinFolio (2017-2018)

Direct

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Frequently Asked Questions Regarding FinFolio Employees

How many employees does FinFolio have?

FinFolio has 11-50 employees

Who is the CEO of FinFolio?

FinFolio’s CEO is Matthew Abar

Who are FinFolio key employees?

Some of FinFolio key employees are Daniel McGlinchey, Michael Maurer, Richard Van Schoick

Where is FinFolio located?

FinFolio’s headquarters are located at 3000 Lawrence St Ste 6, Denver, Colorado, 80205, United States

How do I contact FinFolio?

FinFolio Contact Info: Phone number: (720) 206-0660 Website: www.finfolio.com

What does FinFolio do?

FinFolio develops investment portfolio management software tailored for investment advisors and professional wealth managers. Their platform offers features such as reporting, rebalancing, trading, billing, and mobile-ready client portals, all designed to simplify wealth management. The software is customizable and integrates with over 40 other app... Read More

Is FinFolio a public company?

FinFolio is private company therefore does not currently have an official ticker symbol

See more information about FinFolio Employees