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Matt Abar — Founder / Author · FinFolio · Englewood, Colorado, United States.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
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About
Matt Abar is the founder and CEO of FinFolio, a portfolio-management software company serving registered investment advisers and wealth managers. He previously founded Techfi, whose products included Portfolio 2000 and Advisormart.com; FinFolio’s official blog says Techfi was sold to Advent Software in 2002. Abar later developed FinFolio’s cloud-based reporting, billing, trading and related portfolio-management capabilities, including technology for automated-advice platforms. He also writes the FinFolio company blog.
Experience
CEOCurrent
FinFolio · Greenwood Village, CO
Jan 2008 – Present
FinFolio makes portfolio management and trading software for RIAs and professional wealth managers.
Blogger
WealthFly
Oct 2006 – Jan 2009
WealthFly was the first technology blog for investment advisers and financial planners. I shut it down because FinFolio was taking up all of my time. Any WealthFly fans should check out fppad.com.
Education
Skills