FinFolio Company Profile, Contacts & Intelligence

Software DevelopmentDenver, Colorado, United States7 employeesFounded 2008
1 contact with email or phone data1 with email data
View verified contacts Compare competitors
Employees
7
Company source estimate
Reachable Contacts
1
Visible contacts with email or phone data
Contacts With Email
1
1 of 2 visible contacts
Departments
2
Mapped contact coverage

FinFolio Overview

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.

Headquarters
Denver, Colorado, United States
Website
finfolio.com
Industry
Software Development
Founded
2008
NAICS
Software Publishers
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
Portfolio Management Customizable Client Performance Reporting Data Reconciliation Errors and Alerts Intuitive User Interface Trading/Rebalancing Client Portal Hosting/Outsourced Services

FinFolio Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

1 contact with contact data
1 with email data in the visible sample.
2 departments represented
Visible contacts with email or phone data are mapped to these departments.
2 company-domain emails
Visible contacts using FinFolio's company email domain.
Executive
1
IT
1

FinFolio People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

J
John Starbird
Implementation Specialist at Finfolio
M
Mike Maurer
Remote Project & People Manager
E

FinFolio Workforce Composition

Seniority breakdown across 5 visible profiles.

Individual contributor
3
Executive
1
Manager
1

FinFolio Technology & Talent

Technology-related job titles represented in the visible people data.

Data / AI
1
Engineering
1

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