BankFolio
Curated by SignalPersonal wealth data aggregation platform simplifying financial management for individuals.
Overview
BankFolio is a personal wealth data aggregation platform that consolidates financial data from various sources, such as bank accounts and investment portfolios, to provide users with an overview of their financial health. The platform includes a personal finance management application that offers tools for tracking expenses, alerts for upcoming expenses, and monitoring subscription cancellations. It targets consumers in the U.S. and Canada and emphasizes data security and user privacy by implementing bank-grade security measures and not storing user data. The platform seeks to simplify financial management and assist users in making informed financial decisions.
Key facts
- Founded
- 2020
- Headquarters
- Tempe, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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Contact
- Primary office
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- Phone
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