Key facts
- Xfolio’s last known valuation is $7.0M (Jun 2025).
- It has raised $2.0M; the latest was Seed Round ($2.0M) in Jun 2025.
- Notable investors include Middle East Venture Partners.
- Status: Privately Held (backing).
Investors
1- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for Xfolio
- ·The full record, as it builds
Funding rounds
No funding rounds for Xfolio are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Xfolio
Developer of an enterprise wealthtech platform designed to automate and democratize institutional wealth management. The company offers a unified, cloud-based platform that combines portfolio management and treasury automation with real-time connectivity to market data providers, enabling customers to consolidate, automate and visualize both bankable and non-bankable assets, access modern and cost-effective tools and leverage AI-powered recommendation and cross-bank trading capabilities for data-driven decision-making with transparent pricing.
- Sector
- Financial Services
- HQ
- Paris, France
- Founded
- 2024
- Website
- xfolio.ai/
- Ownership
- Privately Held (backing)
Xfolio 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 Xfolio 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 Xfolio in its N-PORT filings yet. We sweep new filings monthly.