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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.

Find FinFolio employees' phone numbers or email addresses

FinFolio Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Asia
1

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  • Russian Federation
    1

FinFolio's Leadership

  • Full Stack Engineer at FinFolio
    T. B.
    Full Stack Engineer
    Mobile Phone

FinFolio Employee Metrics

100%
50%
0%
2026
2025
  • Analytics
  • Engineering
  • Finance
  • Business Development
  • Operations
  • Other
  • Information Technology
  • Program & Project Management
  • Business
  • Quality Assurance

Contact profiles from FinFolio

Name
Title
Contact
Location
Last Update
  • Full Stack Engineer at FinFolio
    T. B.
    Full Stack Engineer
    Mobile Phone
    Canada, British Columbia

Frequently Asked Questions

What is FinFolio known for?

Minus sign iconPlus sign iconFinFolio was founded in 2008 and operates in the Software Development industry. You can contact FinFolio's 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?

Minus sign iconPlus sign iconFinFolio employees' email format typically follows the pattern of FirstLast@finfolio.com. 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?

Minus sign iconPlus sign iconFinFolio has approximately 5 employees as of August 2026. These team members are located across 2 continents, including North America and Asia.

Who are FinFolio's key employees and leadership?

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

  • Full Stack Engineer: T. B.

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