Insights

Wealth Managers' Hub FinFolio has unveiled new enhancements targeting larger wealth managers, presenting a prime sales opportunity to cater to this segment effectively.

Strategic Partnerships Partnerships with industry leaders like Redtail and RightCapital demonstrate FinFolio's collaborative approach, paving the way for joint sales ventures and expanding reach.

Client Engagement Tools The launch of the FinFolio client portal with real-time chat capabilities offers a competitive edge, appealing to advisors seeking advanced client engagement tools.

Extensive Integration Network Integration with platforms like Pipedrive, Prospect, and Redtail showcases FinFolio's versatility, creating opportunities for cross-selling and establishing as a comprehensive solution.

Online Visibility Strategy The Twitter campaign underlines FinFolio's commitment to digital marketing, indicating potential interest from tech-savvy clients, providing a platform for engagement and sales growth.

Similar companies to FinFolio

FinFolio Tech Stack

FinFolio uses 8 technology products and services including Google Ads, Linkedin Insight Tag, AngularJS, and more. Explore FinFolio's tech stack below.

Google Ads
Advertising
Linkedin Insight Tag
Analytics
AngularJS
Javascript Frameworks
HubSpot
Marketing Automation
Trello
Project Management
Google
Search Engines
Piwik
System Analytics & Monitoring
Facebook
Widgets

Media & News

FinFolio's Email Address Formats

FinFolio uses at least 1 format(s):

FinFolio Email Formats	Example	Percentage
FirstLast@finfolio.com	JohnDoe@finfolio.com	46%
FirLast@finfolio.com	JohDoe@finfolio.com	5%
FirstMiddleLast@finfolio.com	JohnMichaelDoe@finfolio.com	3%
FirstLast@finfolio.com	JohnDoe@finfolio.com	46%

Frequently Asked Questions

Where is FinFolio's headquarters located?

FinFolio's main headquarters is located at 3000 Lawrence St Denver, Colorado US. The company has employees across 2 continents, including North AmericaAsia.

What is FinFolio's phone number?

You can contact FinFolio's main corporate office by phone at

+1-303-770-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

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

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

How much revenue does FinFolio generate?

As of January 2025, FinFolio's annual revenue reached $1.8M.

What is FinFolio's SIC code NAICS code?

FinFolio's SIC code is 7371 - Computer Programming Services NAICS code is 511210 - Software Publishers.

How many employees does FinFolio have currently?

As of January 2025, FinFolio has approximately 11 employees across 2 continents, including North AmericaAsia. Key team members include Ceo: M. A.Assistant To Chief Executive Officer: L. P.Business Development & Client Engagement Manager: R. V. S.. Explore FinFolio's employee directory with LeadIQ.

What industry does FinFolio belong to?

FinFolio operates in the Software Development industry.

What technology does FinFolio use?

FinFolio's tech stack includes Google AdsLinkedin Insight TagAngularJSHubSpotTrelloGooglePiwikFacebook.

What is FinFolio's email format?

FinFolio's email format typically follows the pattern of . Find more FinFolio email formats with LeadIQ.

When was FinFolio founded?

FinFolio was founded in 2008.

FinFolio

Software DevelopmentColorado, United States11-50 Employees

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.