VC Catalog · venture ecosystem research library
VC Catalog home Beta

Company

FinFolio

Rocket Ship RatingBased on the data VC Catalog holds.

Rocket Ship Rating: 75 out of 100

Investment Portfolio Management Software for Advisors

Also known as FinFolio Inc

  • Wealth & investing
Business model
B2B
Legal name
FinFolio Inc
Open relationship map
Claim, correct or request removal

Record updated 29 September 2026

About

FinFolio makes investment portfolio management software for investment advisors. Report, rebalance, trade, bill, CRM and host mobile-ready client portals.

Loading relationship preview

Cookies on VC Catalog

We use necessary cookies to run the site (sign-in, security, remembering this choice). With your permission we also use Google Analytics to understand how the site is used. Analytics cookies are set only if you accept all cookies. Privacy policy