Matt Abar, CEO

As founder and Chief Executive Officer, Matt Abar is guiding FinFolio to a leadership position in wealth management software. He has been creating software for advisors, brokers and planners for 15 years and has been successful in several new technology ventures.

Matt was the creator and CEO of Techfi, which established several milestones in the wealth management industry. Techfi developed the first commercially available client/server portfolio management software (Portfolio 2000), and the industry’s first web-based portfolio management service bureau (AdvisorMart.com). First Trust/FISERV and Morningstar were Techfi shareholders when the company was sold in 2002 to Advent Software.

Before Techfi, Matt built the technology platform for Investment Advisory Network (IAN). He worked at dbCAMS+ and has consulted on technology to numerous advisors.

You can reach Matt at MattAbar@finfolio.com.
 

Mike Benson, CTO

Mike directs all of FinFolio's engineering efforts for new product development and product enhancement. He is responsible for the FinFolio architecture and building the technology department.

Prior to co-founding FinFolio, Mike supervised the technology division for SS&C's managed account platform. Before that, Mike directed the technology department at Techfi, where he ran the department and oversaw all software development. After Techfi's acquisition, Mike helped Advent design their new Portfolio Exchange (APX) product.

Before working in the private sector, Mike was in the Army. He drove a tank in Gulf I and was recruited into Army Intel for several years before receiving an honorable discharge.

You can reach Mike at MikeBenson@finfolio.com.
 

Tom Van Horn, SVP Operations

As FinFolio's Senior Vice President of Operations, Mr. Van Horn directs the FinFolio technical support and professional service teams. He is responsible for staffing the department, managing FinFolio software releases, and providing support to FinFolio users.

Tom was the Operations Manager and Chief Compliance Officer for Alexander Capital Management Group,  a large Denver-based investment advisor subsidiary owned by CoBiz Financial, Inc. (COBZ).  Oversight included back-office operations, trading, client service, IT systems and the day to day operations and regulatory compliance of the firm. 

Prior to Alexander Capital, Tom was responsible for systems evaluation, selection, integration and implementation for trust, investment, mortgage and retail banking entities of a large Arizona-based financial services company. Tom also founded the InData Independent Users Group.

You can reach Tom at TomVanHorn@finfolio.com.