2024 Revenue
$1.4M(Est.)
Funding
$0
Team
10
Founded
2008
FinFolio Revenue (2024)
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.
Last updated
FinFolio Revenue
In 2024, FinFolio's revenue reached $1.4M. The company previously reported $1.2M in 2023. Since its launch in 2008, FinFolio has shown consistent revenue growth.
| Year | Milestone | Source |
|---|---|---|
| 2024 | FinFolio Hit $1.4m revenue in October 2024 | Estimated |
| 2023 | FinFolio Hit $1.2m revenue in October 2023 | Estimated |
| 2021 | FinFolio Hit $935k revenue in April 2021 | |
| 2008 | Launched with $0 revenue |
FinFolio Valuation, Funding Rounds
FinFolio is a bootstrapped Investment Portfolio Management Software startup. Founded in 2008, FinFolio has grown to $1.4M in revenue without raising any venture capital or outside funding.
As a self-funded Investment Portfolio Management Software SaaS company, FinFolio has built its business with no outside investment.
| Year | Round | Amount | Valuation | % Sold | Source |
|---|
Founder / CEO
Q&A
| Question | Answer |
|---|---|
| What's your age? | - |
| Favorite online tool? | - |
| Favorite book? | - |
| Favorite CEO? | - |
| Advice for 20 year old self | - |
Customers
We do not have customer count information for FinFolio yet.
FinFolio Employees & Team Size
FinFolio employs approximately 10 people as of 2026, including 1 sales reps that carry a quota.
| Year | Milestone | Source |
|---|---|---|
| 2024 | Reached 10 employees (October 2024) | |
| 2023 | Reached 10 employees (October 2023) | |
| 2022 | Reached 8 employees (October 2022) | |
| 2021 | Reached 9 employees (December 2021) | |
| 2021 | Reached 11 employees (April 2021) |
Frequently Asked Questions about FinFolio
What is FinFolio's revenue?
FinFolio generates an estimated $1.4M in annual revenue.
Who founded FinFolio?
FinFolio was founded by Matt Abar.
Who is the CEO of FinFolio?
The CEO of FinFolio is Matt Abar.
How much funding does FinFolio have?
FinFolio is bootstrapped and has not raised outside funding.
How many employees does FinFolio have?
FinFolio has 10 employees.
Where is FinFolio headquarters?
FinFolio is headquartered in United States.
Compare FinFolio to the industry
FinFolio operates across multiple industries. Browse revenue, funding, and growth data for FinFolio in each sector below.
Data and Sources
All figures on this page are taken directly from interviews or are estimates from public sources and proprietary models. Not financial advice. Read full disclaimer.
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