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FinFolio
Cloud portfolio management software for wealth managers and RIAs.
What it does
Generates customizable performance reports and executive dashboards for investment accounts. Executes trade order management, model rebalancing, and tax-loss harvesting in real time. Automates complex client fee billing, payout calculations, and billing schedule creation. Delivers white-labeled client portals with dynamic reporting and secure document vaults.
Why it works
Single unified application replaces fragmented back-office tools for billing, trading, and reporting. Open REST API enables custom data integrations with legacy financial tools and CRMs. Design-driven responsive portal supports seamless multi-device mobile and desktop client access. Advanced sleeve-level reporting and GIPS composite tracking handle complex account structures.
Category: Business & Operations
Team Size: 2-10
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As of 2026
Business & Operations
Revenue: $1M-$10M ARR
Cloud portfolio management software for wealth managers and RIAs.
Overview
FinFolio is an all-in-one investment portfolio management software platform built specifically for wealth managers, Registered Investment Advisors (RIAs), and TAMPs. The solution unifies back-office operations into a single design-driven application, covering portfolio analytics, performance reporting, automated billing, trade rebalancing, and client portals. With an extensible REST API and deep customization options, FinFolio helps financial advisory practices streamline operations and deliver transparent digital experiences to investors.
Funding status: Bootstrapped
Revenue source: Subscriptions
Customer type: B2B
Pricing: Subscription
Tech stack: REST API, JavaScript, HTML5, CSS3, Cloud Infrastructure
Platform: Web
Integrations: Salesforce, Redtail CRM, Schwab, Fidelity, TD Ameritrade, Pershing, REST API
Founder story
FinFolio was founded in 2008 by industry veteran Matthew Abar in Denver, Colorado. Abar, who previously founded and led Techfi to an acquisition in the early 2000s, created FinFolio to eliminate the clunky interfaces and fragmented software suites common in wealth management. The platform was engineered from the ground up to offer RIAs a clean, design-focused operational hub.
What it does
- Generates customizable performance reports and executive dashboards for investment accounts
- Executes trade order management, model rebalancing, and tax-loss harvesting in real time
- Automates complex client fee billing, payout calculations, and billing schedule creation
- Delivers white-labeled client portals with dynamic reporting and secure document vaults.
Who it's for
- Registered Investment Advisors (RIAs)
- Wealth Management Practices
- Turnkey Asset Management Programs (TAMPs)
- Financial Planners & Investment Managers
Why it works
- Single unified application replaces fragmented back-office tools for billing, trading, and reporting
- Open REST API enables custom data integrations with legacy financial tools and CRMs
- Design-driven responsive portal supports seamless multi-device mobile and desktop client access
- Advanced sleeve-level reporting and GIPS composite tracking handle complex account structures.
Growth strategies
- Direct B2B enterprise sales targeting high- AUM RIAs and TAMP network operators
- Developer ecosystem growth leveraging open REST API capabilities for custom builds
- Strategic platform integrations with custodial networks and financial software ecosystems
- Thought leadership and industry award participation across wealth tech networks
Alternatives
Comparison overview
- FinFolio provides an all-in-one back-office architecture combining trading, billing, and reporting into a single interface.
- Unlike enterprise legacy platforms like Envestnet Tamarac, FinFolio heavily prioritizes native API accessibility and customizable white-label portals for RIAs.