Insights

Niche Market Focus Bivio specializes in online investment club accounting and tax preparation, targeting a niche segment of small investment groups and hedge funds, indicating opportunities for tailored financial software solutions and advanced analytics tools.

Growing Revenue Potential With a revenue range of 1 million to 10 million dollars and a relatively modest employee base, bivio presents potential for scalable growth and targeted marketing efforts to expand its customer base in the financial services sector.

Technology Stack Compatibility Using popular web technologies like jQuery, Bootstrap, and Nginx suggests bivio's platform is web-based and customizable, opening opportunities for integrations, API extensions, and cloud-based service enhancements.

Industry Competitiveness Operating in a competitive space with larger players like Personal Capital and Betterment, bivio offers a strategic entry point for specialized solutions that emphasize simplicity and affordability for small investment groups.

Potential Expansion Drivers Given its focus on investment club management and tax prep, bivio could benefit from add-on features such as robo-advisory tools, portfolio optimization, or expanded educational resources to attract new segments and increase customer retention.

Similar companies to bivio

bivio Tech Stack

bivio uses 4 technology products and services including Open Graph, jQuery, Bootstrap, and more. Explore bivio's tech stack below.

  • Open Graph
    Content Management System
  • jQuery
    Javascript Libraries
  • Bootstrap
    UI Frameworks
  • Nginx
    Web Servers

Media & News

bivio's Email Address Formats

bivio uses at least 1 format(s):
bivio Email FormatsExamplePercentage
FirstLast@bivio.comJohnDoe@bivio.com
40%
FLast@bivio.comJDoe@bivio.com
20%
First@bivio.comJohn@bivio.com
20%
LastF@bivio.comDoeJ@bivio.com
20%

Frequently Asked Questions

Where is bivio's headquarters located?

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bivio's main headquarters is located at 4800 Baseline Rd., #E-104-336 Boulder, CO 80303-2643, US. The company has employees across 2 continents, including North AmericaEurope.

What is bivio's official website and social media links?

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bivio's official website is bivio.com and has social profiles on LinkedIn.

What is bivio's NAICS code?

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bivio's NAICS code is 52 - Finance and Insurance.

How many employees does bivio have currently?

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As of October 2025, bivio has approximately 11 employees across 2 continents, including North AmericaEurope. Key team members include Ceo: R. N.Chief Operating Officer: L. F.President: D. W.. Explore bivio's employee directory with LeadIQ.

What industry does bivio belong to?

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bivio operates in the Financial Services industry.

What technology does bivio use?

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bivio's tech stack includes Open GraphjQueryBootstrapNginx.

What is bivio's email format?

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bivio's email format typically follows the pattern of FirstLast@bivio.com. Find more bivio email formats with LeadIQ.

bivio

Financial ServicesUnited States11-50 Employees

www.bivio.com is the most popular tool for online investment club accounting and tax preparation. We provide a simple, affordable way to manage investment club and small hedge fund operations. You can monitor portfolio performance, keep investment club accounting records, hold club discussions, track member ownership, prepare annual investment club taxes, store club records and more!

Section iconCompany Overview

Headquarters
4800 Baseline Rd., #E-104-336 Boulder, CO 80303-2643, US
Website
bivio.com
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    bivio's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    bivio's revenue is estimated to be in the range of $1M$10M

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