FinFolio
2024 Revenue
$1.4M
Funding
$0
YOY
14.3%
Team
10
Founded
2008
How FinFolio CEO Matt Abar grew FinFolio to $1.4M revenue with a 10 person team in 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 |
|---|---|
| 2024 | FinFolio Hit $1.4m revenue in October 2024 |
| 2023 | FinFolio Hit $1.2m revenue in October 2023 |
| 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 |
|---|
FinFolio Employees & Team Size
FinFolio employs approximately 10 people as of 2026.
FinFolio has 10 total employees in different roles and functions and 1 sales reps that carry a quota.
| Year | Milestone |
|---|---|
| 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) |
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.
Frequently Asked Questions about FinFolio
What is FinFolio's revenue?
FinFolio generates $1.4M in 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 raised $0.
How many employees does FinFolio have?
FinFolio has 10 employees.
Where is FinFolio headquarters?
FinFolio is headquartered in United States.
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Compare FinFolio to the industry
FinFolio operates across multiple industries. Browse revenue, funding, and growth data for FinFolio in each sector below.
Source Attribution
Source: all data was collected from GetLatka company research and founder interviews. Revenue, funding, team, and customer figures are presented as company-reported or GetLatka-estimated metrics where the profile data identifies them that way.
Company data last updated .