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Finfolio is a financial technology company that develops and provides integrated portfolio management software for investment advisors, RIAs (Registered Investment Advisors), and wealth managers. Their platform offers a comprehensive suite of tools including portfolio management, trading, rebalancing, billing, client portals, and reporting. Finfolio aims to streamline operations for financial professionals, allowing them to manage complex portfolios efficiently and provide enhanced service to their clients. The software is known for its flexibility, open architecture via a REST API, and its ability to handle a wide range of asset classes and account types.
The headquarters serves as the central hub for Finfolio's operations, including software development, product management, sales, marketing, client support, and corporate administration.
While specific architectural details are not widely publicized, the office is likely a modern workspace designed to foster collaboration and innovation, typical of a technology company located in a contemporary office park.
Finfolio's work culture is often described by employees and industry observers as innovative, agile, and client-focused, with an emphasis on engineering excellence and providing robust solutions for the wealth management industry. It fosters a collaborative environment where individuals can make a significant impact.
The Centennial headquarters is significant as it houses the core team responsible for developing and supporting Finfolio's flagship software, driving the company's growth and innovation in the competitive fintech space for investment management.
While Finfolio's physical headquarters is in the United States, its cloud-based portfolio management software solutions are designed to be accessible to investment advisors and wealth managers globally. The company supports international clients through its platform's capabilities and remote customer service infrastructure. Finfolio's REST API also facilitates integration with various global financial services and data providers, extending its reach and utility for firms operating across different regions.
8000 South Chester Street, Suite 250
Centennial
CO
USA
Address: Operations primarily managed from HQ in Centennial, CO.
The focus is on maintaining a strong, centralized team for cohesive product development and support, while leveraging technology to serve a geographically diverse client base.
Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.
As of April 2025, Finfolio' leadership includes:
Finfolio has been backed by several prominent investors over the years, including:
Based on publicly available information, there have been no major executive hires or departures announced by Finfolio in the last 12 months. The current leadership team appears to have maintained stability.
Discover the tools Finfolio uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Finfolio commonly utilizes an email format that combines the first initial of an employee's first name with their full last name. This is a frequently observed pattern for corporate and technology companies, facilitating direct communication.
[first_initial][last]@finfolio.com
Format
mabar@finfolio.com (example for Matt Abar, CEO)
Example
85%
Success rate
PR Newswire • October 24, 2023
Finfolio announced the launch of FinGPT, a generative AI-powered assistant integrated into its wealth management platform. This new tool is designed to assist RIAs with various tasks, including generating market summaries, drafting client communications, and aiding in investment research, aiming to enhance advisor productivity and client engagement....more
PR Newswire • September 8, 2023
Finfolio was recognized at the 2023 WealthManagement.com Industry Awards ('Wealthies'), winning in the 'Rebalancing' category for technology providers to RIAs. This award highlights the advanced capabilities and effectiveness of Finfolio's rebalancing tools within its comprehensive wealth management platform....more
PR Newswire • April 25, 2023
Finfolio announced a new direct data integration with Schwab Advisor Services™. This integration enhances its platform for financial advisors who custody assets with Schwab by providing streamlined data flow, improved reconciliation processes, and more comprehensive reporting capabilities....more
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