Onfolio (NASDAQ:ONFO) (NASDAQ:ONFO) is a financial technology company specializing in digital wealth management and investment solutions. The company provides a suite of software platforms designed to streamline portfolio construction, asset allocation and client reporting for both individual investors and professional advisors. Through its cloud-based infrastructure, Onfolio delivers real-time analytics, automated rebalancing and tax-efficient strategies to help clients achieve their long-term financial objectives.
The Onfolio product lineup includes Onfolio Direct, which offers self-directed investors an intuitive interface for building and monitoring portfolios, and Onfolio Advisor, a customizable platform for registered investment advisors seeking to enhance client engagement and operational efficiency. Institutional clients can leverage Onfolio Enterprise, a scalable solution that integrates with existing custodial relationships and back-office systems. Across all offerings, the company emphasizes robust security protocols, data encryption and compliance monitoring to meet stringent regulatory requirements.
Founded in 2010 and headquartered in Boston, Massachusetts, Onfolio has expanded its presence globally with regional offices in London and Singapore. The company’s growth strategy has combined organic innovation in algorithmic investing with selective acquisitions of niche fintech startups, broadening its technology stack and client base. Today, Onfolio serves customers across North America, Europe and the Asia-Pacific region, adapting its platform to local market practices and regulatory environments.
Under the leadership of Chief Executive Officer Jane L. Smith, Onfolio has prioritized research and development in artificial intelligence and machine learning to drive next-generation portfolio management tools. Chief Financial Officer Robert K. Lee oversees financial operations and strategic planning, ensuring the company maintains a strong balance sheet and invests prudently in new product initiatives. Together, the executive team continues to focus on delivering scalable, client-focused solutions that support evolving industry standards and technological advancements.
