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2024 Revenue
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
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.
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 |
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We do not have customer count information for FinFolio yet.
FinFolio employs approximately 10 people as of 2026, including 1 sales reps that carry a quota.
FinFolio generates an estimated $1.4M in annual revenue.
FinFolio was founded by Matt Abar.
The CEO of FinFolio is Matt Abar.
FinFolio is bootstrapped and has not raised outside funding.
FinFolio has 10 employees.
FinFolio is headquartered in United States.
FinFolio operates across multiple industries. Browse revenue, funding, and growth data for FinFolio in each sector below.
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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$1.4M(Est.)
Funding
$0
Team
10
Founded
2008
| 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 |
| 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) |
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