FinFolio Overview

  • Year Founded
  • 2008

Year Founded

  • Status
  • Private

  • Employees
  • 8

Employees

  • Latest Deal Type
  • Seed

  • Latest Deal Amount
  • $800K

  • Investors
  • 1

FinFolio General Information

Description

Developer of portfolio management and trading platform intended to assist investment advisors and professional wealth managers. The company's platform offers performance reporting, trading, order management, portfolio rebalancing, billing, and client and contact management services that integrate with almost all the products in the wealth management space, enabling financial professionals to manage wealth efficiently.

Contact Information

Website
www.finfolio.com
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • 3000 Lawrence Street
  • Suite 006
  • Denver, CO 80205
  • United States
+1 (720) 000-0000
Primary Industry
Financial Software
Other Industries
Media and Information Services (B2B)
Business/Productivity Software
Vertical(s)
FinTech
Corporate Office
  • 3000 Lawrence Street
  • Suite 006
  • Denver, CO 80205
  • United States
+1 (720) 000-0000

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FinFolio Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
1. Seed Round 29-Oct-2019 $800K 00000 00.00 Completed Generating Revenue
To view FinFolio’s complete valuation and funding history, request access »

FinFolio Cap Table

Stock # of Shares
Authorized		 Par Value Dividend Rate (%) Original
Issue Price		 Liquidation Liquidation
Pref. Multiple		 Conversion Price % Owned
Seed 0,000,000 00.000000 00.00 00.00 00 00.00 00.000
To view FinFolio’s complete cap table history, request access »

FinFolio Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of portfolio management and trading platform intended to assist investment advisors and professional wealth ma
Financial Software
Denver, CO
8 As of 2023
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00.00 0000-00-00
000000000 00000

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000000000 00000000
Arlington, TX
0 As of 0000
000000&0

000000

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00000000000000000000
Braintree, MA
00 As of 0000
000000000000
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FinFolio Competitors (50)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Vantage Software Formerly Accelerator/Incubator backed Arlington, TX 0 000000&0
Satuit Technologies Private Equity-Backed Braintree, MA 00 000000000000
Eze Software Formerly PE-Backed Boston, MA 0000 00000 000000&0 00000
Carta Private Equity-Backed San Francisco, CA 0000 00.000 00000000000 00.000
Odoo Venture Capital-Backed Grand Rosière, Belgium 0000 00000 0000000000 0 00000
You’re viewing 5 of 50 competitors. Get the full list »

FinFolio Executive Team (1)

Name Title Board Seat
Matt Abar Founder & Chief Executive Officer
To view FinFolio’s complete executive team members history, request access »

FinFolio Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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FinFolio Investors (1)

Investor Name Investor Type Holding Investor Since Participating Rounds
Zero G Capital Venture Capital Minority 000 0000 000000 0
To view FinFolio’s complete investors history, request access »

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FinFolio FAQs

  • When was FinFolio founded?

    FinFolio was founded in 2008.

  • Who is the founder of FinFolio?

    Matt Abar is the founder of FinFolio.

  • Who is the CEO of FinFolio?

    Matt Abar is the CEO of FinFolio.

  • Where is FinFolio headquartered?

    FinFolio is headquartered in Denver, CO.

  • What is the size of FinFolio?

    FinFolio has 8 total employees.

  • What industry is FinFolio in?

    FinFolio’s primary industry is Financial Software.

  • Is FinFolio a private or public company?

    FinFolio is a Private company.

  • What is the current valuation of FinFolio?

    The current valuation of FinFolio is 00.00.

  • What is FinFolio’s current revenue?

    The current revenue for FinFolio is 00000.

  • How much funding has FinFolio raised over time?

    FinFolio has raised $800K.

  • Who are FinFolio’s investors?

    Zero G Capital has invested in FinFolio.

  • Who are FinFolio’s competitors?

    Vantage Software, Satuit Technologies, Eze Software, Carta, and Odoo are some of the 50 competitors of FinFolio.

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