Finfolio
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.
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Verified contacts
5
available on Kipplo
LinkedIn employees
5
11 to 50 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
3
tools in use
Monthly traffic
411
organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- MA
Matt Abar
CEO · General Business & Management
EmailPhone - MM
Mike Maurer
Software Qa Manager · Other
EmailPhone - RV
Rick van Schoick
Business Development & Client Engagement Manager · Other
EmailPhone - DM
Daniel M. McGlinchey
Financial Data Supervisor · Other
EmailPhone
Showing 4 of 5 verified contacts
Top roles at Finfolio
5 distinct titles indexed · top 5 shown.
- 1business development & client engagement manager
- 1c# developer
- 1ceo
- 1financial data supervisor
- 1software qa manager
Sign up to unlock all 5 contacts at Finfolio
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 5 verified contacts at Finfolio
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