Key facts
- Notable investors include Black Mountain Investment Group.
- Status: Privately Held (backing).
Investors
1- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for Easefolio
- ·The full record, as it builds
Funding rounds
No funding rounds for Easefolio are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Easefolio
Developer of a cloud-based investment management platform designed for individuals, advisors, and fund managers. The company specializes in portfolio tracking, fund administration, investor reporting, and performance analytics, helping users streamline operations, gain real-time insights, and manage assets across multiple accounts and asset classes through a unified interface.
- Sector
- Financial Services
- HQ
- Salt Lake City, UT, United States
- Founded
- 2021
- Website
- easefolio.com/
- Ownership
- Privately Held (backing)
Easefolio doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Easefolio shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Easefolio in its N-PORT filings yet. We sweep new filings monthly.