From Verify.Wiki
Jump to: navigation, search
Type Private
Industry Portfolio management software
Founded 2008
Headquarters Las Vegas, NV
Key people Mat Abar(CEO), Douglas Moses(SVP)
Number of employees 35
Related Certifications Certificate in Portfolio Management Technology Industry Overview

FinFolio develops and supports professional investment management software to for financial professionals. FinFolio portfolio management services includes - re-balancing, billing, client data distribution and all other elements of the financial back office. The software is being developed as Open Source and released to clients under the Microsoft Shared Source license. Developers will be able to create custom interfaces, reports, re-balancing or billing modules, and other software extensions using a wide array of development tools.

FinFolio's clients include investment advisors, financial planners and wealth institutions with assets ranging from $50 million to $100 billion. The firm claims to support over hundreds of advisors, managing over $100 billion in assets for more than 100,000 accounts.


  • In May 2016, FinFolio Added Heritage Wealth Architects as Investment Management Software Client.
  • In 2015, FinFollio announced addition of $700 million RIA with Financial Management Network, Inc.
  • In Nov 2015, FinFolio hired Shawn Inslee as Vice President of Operations.
  • In September 18, 2013, Lyons Wealth Management LLC went live on FinFolio's WorkStation wealth management solution.
  • In 2012, FinFolio won a $1.6 billion RIA in Irvine, CA to replace an outsourced version of Schwab PortfolioCenter.


None Reported

Top 5 Recent Tweets

April 04, 2023HeatherGudac@MichaelKitces Nice to see @FinFolio under all-in-one, makes me wonder if my team is missing some capabilities there.

Top 5 Recent News Headlines

Top 5 Lifetime Tweets


Verification history