FinFoliorevenue
Brokerage Trading PlatformsUnited StatesFounded 2008CEO Matt Abar
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.
FinFolio revenue
FinFolio has not published its revenue. GetLatka estimates it at about $1.4M a year (October 2024).
All 3 revenue readings, with sources
| As of | Revenue | Source |
|---|---|---|
| Apr 2021 | $935K | – |
| Oct 2023 | $1.2MEST | GetLatka estimate |
| Oct 2024 | $1.4MEST | GetLatka estimate |
– source not recorded
FinFolio competitors
FinFolio competes most directly with Addepar.
| Company | Revenue | Funding | Employees | Customers | Founded |
|---|---|---|---|---|---|
 Addepar | $171.3M | $642.8M | 1,359 | 500 | 2009 |
| FinFolio | $1.4M | – | 10 | – | 2008 |
FinFolio CEO, founders & employees
Matt Abar founded FinFolio in 2008 and runs it as CEO. FinFolio had 10 employees (October 2024, LinkedIn).
- Matt AbarFounder & CEO
All 5 headcount readings, with sources
| As of | Employees | Source |
|---|---|---|
| Oct 2024 | 10 | |
| Oct 2023 | 10 | |
| Oct 2022 | 8 | |
| Dec 2021 | 9 | |
| Apr 2021 | 11 | – |
FinFolio FAQ
What is FinFolio's revenue?
GetLatka estimates FinFolio's revenue at about $1.4M a year (October 2024). The company hasn't published its own figure.
How many employees does FinFolio have?
FinFolio had 10 employees in October 2024, according to LinkedIn.
Who is the CEO of FinFolio?
Matt Abar is the CEO of FinFolio and founded the company in 2008.
Who founded FinFolio?
Matt Abar founded FinFolio in 2008.
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How this page is sourced
4 from public sources · 2 estimates. Founder figures link to the second they were said; public figures name their source; estimates are marked EST and say whose they are. Not financial advice.
Updated Oct 17, 2024Data disclaimerReport a correctionClaim this profileRun FinFolio? Join the podcast