What departments does FinFolio have?

FinFolio has employees across 1 departments including Engineering.

What is the largest department at FinFolio?

The largest department at FinFolio is Engineering with 1 employees.

Where are FinFolio employees located globally?

FinFolio has employees across 1 continents and 2 countries including United States Of America, Canada.

How has FinFolio's team size changed over time?

FinFolio's team has decreased from approximately 19 to 6 employees based on available data.

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FinFolio Employee Directory

Software DevelopmentColorado, United States2-10 Employees

FinFolio is a Denver-based software company serving investment advisors and professional wealth managers. Its platform consolidates key portfolio-management tasks—reporting, rebalancing, trading, billing, and mobile-ready client portals—into a single system. This integration aims to streamline client service and back-office processes for wealth-management firms.

As a player in the software development industry, FinFolio positions itself as a provider of wealth-management technology. Its customer base appears to include smaller and mid-sized firms, with recent activity indicating efforts to broaden appeal to larger managers through back-office enhancements. In July 2023 the company released an updated version of its portfolio management and reporting software.

FinFolio Global Highlights

North America
14

United States Of America
13
Canada
1

FinFolio's Leadership

T. B.
Full Stack Engineer
Mobile Phone
Email

FinFolio Employee Metrics

100%

50%

2026

2025

Analytics
Engineering
Finance
Business Development
Operations
Other
Information Technology
Program & Project Management
Business
Quality Assurance
Accounting
Administrative

Contact profiles from FinFolio

Name

Title

Contact Info

Location

Last Update

T. B.
Full Stack Engineer
Mobile Phone
Email
CanadaBritish Columbia

Frequently Asked Questions

What is FinFolio known for?

FinFolio was founded in 2008 operates in the Software Development industry; you can contact the main corporate office by phone at

+1-303-770-****

. Explore FinFolio's company overview page for more information.

What is FinFolio's most common email format?

FinFolio employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more FinFolio email formats with LeadIQ.

How many employees does FinFolio have currently?

FinFolio has approximately 5 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are FinFolio's key employees and leadership?

As of July 2026, FinFolio's key employees include:

Full Stack Engineer: T. B.

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FinFolio Employee Directory

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