The closest alternatives to FinFolio are Addepar. FinFolio generates $1.4M in revenue with 10 employees. Every one of the 20 alternatives below is compared with FinFolio on revenue, funding, customers, team size and founding year.
FinFolio is pinned as the first column so every figure is read against it. Blank cells are figures we have not verified, never zeros.
| Company |  FinFolioThis company |  Addepar |  Intellibonds |  Firm360 | Intellibonds |  Hypercore |  Propellant Digital |  Chimoney (Techstars ‘23) |  LendingWise |  Neosurance |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.4M | $171.3M | $1.4M | $1.4M | $1.4M | $1.4M | $1.4M | $1.4M | $1.4M | $1.4M |
| Valuation | $14.2M | Not disclosed | Not disclosed | Not disclosed | Not disclosed | Not disclosed | Not disclosed | Not disclosed | Not disclosed | Not disclosed |
| Funding raised | Not disclosed | $644.5M | Not disclosed | Not disclosed | Not disclosed | Not disclosed | Not disclosed | Not disclosed | Not disclosed | Not disclosed |
| Customers | Not disclosed | 500 | Not disclosed | Not disclosed | Not disclosed | Not disclosed | Not disclosed | Not disclosed | Not disclosed | Not disclosed |
| Team size | 10 | 1.4K | 13 | 13 | 13 | 13 | 13 | 13 | 13 | 13 |
| Founded | 2008 | 2009 | 2018 | 2019 | 2018 | 2020 | 2021 | Not disclosed | 2017 | 2016 |
| HQ | United States | United States | United States | United States | United States | United States | United States | Canada | United States | United States |
United States · Investment Portfolio Management Software
Addepar, Inc. is a financial technology company that provides an investment management platform for wealth management firms, family offices, and financial advisors. The platform also offers a comprehensive suite of…
United States · Investment Portfolio Management Software
Intellibonds is an AI-driven platform tailored for banks and institutional fixed income investors seeking to enhance investment operations and alpha generation. Our platform offers two core products, Credit Assist and…
United States · Investment Portfolio Management Software
Unlock efficiency with Firm360, your all-in-one accounting solution. Streamline project management, client interactions, and billing with our comprehensive platform. Save time and enhance productivity! Designed by…
United States · Investment Portfolio Management Software
Intellibonds is an AI-driven platform tailored for banks and institutional fixed income investors seeking to enhance investment operations and alpha generation. Our platform offers two core products, Credit Assist and…
United States · Investment Portfolio Management Software
The future of lending belongs to nonbanks. Speed ahead with Hypercore's end-to-end cloud infrastructure that wraps around the way you work. Hypercore is the single-core engine built for any lender. From streamlining…
United States · Investment Portfolio Management Software
Gain deeper, richer insights into the Fixed Income market with Propellant Digital. Leveraging the most extensive transparency dataset in Fixed Income, our analytics technology brings clarity and insight to transparency…
Propellant Digital revenue & fundingFinFolio vs Propellant Digital
Canada · Investment Portfolio Management Software
Chimoney is at the forefront of the global payouts revolution. Born from real-life challenges, we have designed a comprehensive suite that simplifies the complexities of global payments. Our mission? Unlock economic…
Chimoney (Techstars ‘23) revenue & fundingFinFolio vs Chimoney (Techstars ‘23)
United States · Investment Portfolio Management Software
We transform how lenders, brokers, and financial institutions manage their CRM & LOS with streamlined, digital loan origination, underwriting, and servicing processes. With over a decade of experience building and…
United States · Investment Portfolio Management Software
Neosurance is a global insurtech scale-up and an EU licensed insurance broker providing • Insurance companies with a omnichannel distribution platform using AI and APIs (the Neosurance's proprietary "Open Insurance…
Uganda · Investment Portfolio Management Software
We are a Financial Technology (Fintech) company offering an account to businesses in Africa. Companies use Xente to simplify payments & automate finance operations. Get an account with corporate Visa cards, mobile…
Canada · Investment Portfolio Management Software
Provider of end-to-end cloud-based software intended to digitize and automate post-trade operations across capital markets. The company's software provides functionality to support every aspect of the foreign exchange…
Canada · Investment Portfolio Management Software
Provider of end-to-end cloud-based software intended to digitize and automate post-trade operations across capital markets. The company's software provides functionality to support every aspect of the foreign exchange…
United States · Investment Portfolio Management Software
Vector ML Analytics is a web-based treasury and credit risk management platform built for banks and lending institutions
Vector ML Analytics revenue & fundingFinFolio vs Vector ML Analytics
Singapore · Investment Portfolio Management Software
Developer of a financial technology designed to bring personalized life-planning to everyone. The company's life-planning SaaS platform uses advanced statistical models and AI to help clients discover their…
China · Investment Portfolio Management Software
Provider of intelligent enterprise finance and taxation management system. The company's main products include electronic documentation management, intelligent auditing and taxation management, helping small and…
Canada · Investment Portfolio Management Software
FundMore.ai is an automated underwriting system that uses machine learning to streamline the pre-funding process for loans.
Cambodia · Investment Portfolio Management Software
Owner and operator of a financial software company intended to design and develop a core-banking and micro-finance system. The company's system can be implemented on-premise or on a cloud-based server for low-budget…
Morakot Technologies revenue & fundingFinFolio vs Morakot Technologies
United States · Investment Portfolio Management Software
Provider of digital process automation and data integration solutions intended for Alternative Investment Managers. The company's solutions manages workflows, exchanges, and analyzes information in one central…
United States · Investment Portfolio Management Software
Provider of digital process automation and data integration solutions intended for Alternative Investment Managers. The company's solutions manages workflows, exchanges, and analyzes information in one central…
Mexico · Investment Portfolio Management Software
Developer of a financial record integration software designed for financial and insurance institutions. The company's software captures, receives and analyze automatically many documents sent by a particular customer…
Expediente Azul revenue & fundingFinFolio vs Expediente Azul
FinFolio ranks #82 of 105 Investment Portfolio Management Software companies by annual revenue, putting it in the top 78% of the market.
The closest alternatives to FinFolio are Addepar. This page compares each of them with FinFolio on revenue, funding, customers and team size.
Addepar is the closest alternative to FinFolio, generating $171.3M in revenue. Which alternative fits best depends on budget and company size, so compare all 20 alternatives above before choosing.
FinFolio generates $1.4M in revenue.
No. Addepar generates $171.3M in revenue versus $1.4M at FinFolio.
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