FinFolio

SaaS - Denver, CO, US

FinFolio Employees
Zhach Pham

Product Manager

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Matt Abar

CEO

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Mike Maurer

Operations Manager

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Daniel McGlinchey

Financial Data Supervisor

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Michael Snyder

Software Support Analyst

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Alexandria Hampton

Investment Software Specialist, Operations

Contact Alexandria Hampton

Arthur McBain

Front-End Developer with Full-Stack Experience

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FinFolio Senior Management
Matt Abar

CEO

Contact Matt Abar

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FinFolio Details

FinFolio makes portfolio management software for investment advisors and professional wealth managers. Report, rebalance, trade, bill and host mobile-ready client portals, all with a single portfolio management software platform.

FinFolio logo, FinFolio contact details
Website: finfolio.com
Employees: 20 - 49
HQ: 720-206-0660
Location: Denver, CO, US
Revenue: 10 - 20 Million
Portfolio Management Customizable Client Performance Reporting Data Reconciliation Errors and Alerts Intuitive User Interface Trading/Rebalancing Client Portal Hosting/Outsourced Services B2B SaaS Prepackaged Software Computer Software Enterprise Software Network Solutions Information Technology
FinFolio Technologies
Email Providers

Gmail

Marketing Automation

Hubspot

Web Performance Monitoring

StatusPage IO

Fonts

Google Font API

Other

Shutterstock

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