FinFolio
Contact details taken from the vendor's own site on 26 August 2026. Nothing here is guessed; a blank field means we did not find one.
FinFolio is listed in the Buyside Fintech directory with 1 product. The company is based in Denver, Colorado, USA. Its products are listed under fee billing and portfolio accounting. That product is FinFolio Billing & Payouts. Every fact on this page carries the source we read and the date we checked it, and the profile has not been claimed by FinFolio. Practitioners at firms that use FinFolio can review it here, and the company may reply to a review but may not write one.
How FinFolio describes itself
FinFolio makes investment portfolio management software for investment advisors. Report, rebalance, trade, bill, CRM and host mobile-ready client portals.
FinFolio’s own website, read 2026-08-30
Their words, not ours. We publish it so you can see how a company positions itself; it is not an assessment and nothing in it has been checked.
FinFolio products
FinFolio Billing & Payouts
Fee schedules with tiers, flat fees, aggregation and discounts, plus payout distribution to managers and other stakeholders.
Confirmed on the vendor's own site · source · 2026-10-11
What practitioners say
Questions and notes