Company Tagline
The bridge connecting your portfolios – listed or unlisted. Treasury and Wealth management simplified like never before.
Industry Category
Business Keywords
Company Description
XFOLIO AI provides cutting-edge financial services, unifying and simplifying treasury and wealth management for individuals and institutions. XFOLIO AI connects listed and unlisted portfolios, delivering a comprehensive, automated view of net worth positions. With XFOLIO AI, users gain the visibility to act quickly and the depth to decide wisely.
Located at 23, Rue d'anjou, Paris, Île-de-France 75008, FR, XFOLIO AI empowers treasurers and wealth managers to automate their entire treasury chain, leading to improved decision-making and stronger financial outcomes. XFOLIO AI delivers real-time positions and faster implementation, ensuring fast insights and smart decisions for a stronger legacy.
XFOLIO AI is dedicated to adapting faster, understanding deeper, and managing smarter. We invite the management of XFOLIO AI to create a customized and exclusive company showcase and product listing on our platform to further enhance their market presence.
XFOLIO AI fournit des services financiers de pointe, unifiant et simplifiant la gestion de trésorerie et de patrimoine pour les particuliers et les institutions. XFOLIO AI connecte les portefeuilles cotés et non cotés, offrant une vue complète et automatisée des positions de valeur nette. Avec XFOLIO AI, les utilisateurs gagnent en visibilité pour agir rapidement et en profondeur pour prendre des décisions éclairées.
Situé au 23, Rue d'anjou, Paris, Île-de-France 75008, FR, XFOLIO AI permet aux trésoriers et aux gestionnaires de patrimoine d'automatiser l'ensemble de leur chaîne de trésorerie, ce qui conduit à une meilleure prise de décision et à des résultats financiers plus solides. XFOLIO AI offre des positions en temps réel et une mise en œuvre plus rapide, garantissant des informations rapides et des décisions intelligentes pour un héritage plus solide.
XFOLIO AI se consacre à s'adapter plus rapidement, à comprendre plus profondément et à gérer plus intelligemment. Nous invitons la direction de XFOLIO AI à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer encore leur présence sur le marché.
Key Personnel / Employees
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Compare XFOLIO AI with 3 companies in Financial-Services
| Comparison Field |
XFOLIO AIMain Company |
In
Intellect Design Are...View Profile |
CobaseView Profile |
COMITATUSView Profile |
|---|---|---|---|---|
|
Founded Year
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— | 1993 | 2017 | 2008 |
|
Company Size
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— | 5,001-10,000 | 51-200 | 2-10 |
|
City
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Paris, Île-de-France | Chennai, Tamil Nadu | Amsterdam, Noord-Holland | Genas, Auvergne-Rhône-Alpes |
|
Country
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France | India | Netherlands | |
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Skills & Keywords
Comparing with main company
|
11 Total Skills
Treasury Management
Wealth Management
Financial Services
Portfolio Management
Cash Management
Investment Solutions
Financial Technology
Trésorerie
Wealth
Treasury
TMS
|
14 Total
14 Unique
Unique Skills:
Accounts Payable
Commercial Insurance
Core Banking
Corporate Procurement
Customer Onboarding
Digital Transaction Banking
+8
|
20 Total
1 Common
19 Unique
Match
9%
Common Skills:
Cash Management
Unique Skills:
Balance Optimisation
Bank Connectivity
Banking
Bankreporting
cash pooling
Cash Visibility
+13
|
11 Total
11 Unique
Unique Skills:
Accompagnement
acquisition entreprise
Capital
Capital Immatériel
cession entreprise
Evaluation
+5
|
4
Total Companies1993
Oldest Founded3
Countries54
Unique SkillsSimilar Companies
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Alternative Company Names
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