FinFolio is Financial Software in United States that focus on wealth managers business. Founded in 2008. They cover business area such as developer, portfolio management and trading software, investment advisor, professional wealth manager, performance reporting, order management, portfolio rebalancing, billing, client, contact management service, financial professional.
2008
( 16 years old in 2024 )
Wealth Managers
-
3000 Lawrence Street
Suite 006
Denver, CO 80205
United States
Private
developerportfolio management and trading softwareinvestment advisorprofessional wealth managerperformance reportingorder managementportfolio rebalancingbillingclientcontact management servicefinancial professional
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FinFolio is Financial Software business from United States that founded in 2008 (16 years old in 2024), FinFolio business is focusing on Wealth Managers.
FinFolio headquarter office and corporate office address is located in 3000 Lawrence Street Suite 006 Denver, CO 80205 United States.
FinFolio was founded in United States.
In 2024, FinFolio is currently focus on wealth managers sector.
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