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    Finfolio

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    Description

    • 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.
    • location

      Headquarters:3000 Lawrence St , Denver, Colorado, United States

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    • Finfolio phone

      Phone Number: +1 720-206-0660

    • Finfolio website

      Website: https://www.finfolio.com

    • Finfolio employees

      Employees:13

    • Finfolio revenue

      Revenue:$1 - 10M

    • Finfolio legal name

      Legal Name:Finfolio

    • Finfolio's Social Media

      Finfolio linkedin Finfolio twitter
    • done Is this data correct?

    • |  NAICS Code: 511210  |

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    Person level website identification

    CEO for Finfolio

    Matt Abar

    Chief Executive Officer

    Person level website visitor identification

    Sell more in less time!

    Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

    View Employees

    Daniel Mcglinchey

    Financial Data Supervisor

    Mike Maurer

    Software Qa Manager

    Zhachary Pham

    Software Qa Supervisor

    Zhach Pham

    Product Manager

    Frequently Asked Questions regarding Finfolio

    • Where are Finfolio's Headquarters?

      Finfolio's Headquarters are in 3000 Lawrence St ,Denver,Colorado,United States

    • What is Finfolio's phone number?

      Finfolio's phone number is +1 720-206-0660

    • What is Finfolio's official website?

      Finfolio's official website is https://www.finfolio.com

    • What is Finfolio's Revenue?

      Finfolio's revenue is $1 - 10M

    • What is Finfolio's NAICS code?

      Finfolio's NAICS code is 511210

    • How many employees are working in Finfolio

      Finfolio has 13 employees

    • What is Finfolio's Industry?

      Finfolio is in the industry of Computer Software

    • Who is Finfolio's CEO?

      Finfolio's CEO is Matt Abar

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