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BankFolio

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United States

Founded in

21 Jan 2020 (5 Years)

Founded

Last online: No recent activity


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0.00

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Traffic & Engagement

1.67

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Security Information

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    What are the differences in regulations for each

    License

    A Grade License

    Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

    B Grade License

    Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

    C Grade License

    Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

    D Grade License

    From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

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    Company Information

    Get to know BankFolio

    BankFolio is your automated financial and budgeting tool, created to make your finances quick and easy. BankFolio shows you all your accounts and transactions, helps you keep track of your subscriptions, provides you with monthly spending analysis, and much more! Your account and transaction data are NEVER stored nor shared with BankFolio or any third parties. You have complete control over your data privacy with bank-level security. FEATURES: ● Subscription tracking to help you identify subscriptions you pay for and when a charge is approaching. ● Deep spending analysis with up to 500 transactions or 1 year of your transaction history. ● A pie chart that automatically calculates your monthly top expense categories. ● Expense vs. income analysis on a month-to-month basis to help you budget. ● Export your transactions across all of your accounts into one comma-separated-value (CSV) file and conduct further analysis with your favorite spreadsheet software. ● Your equity overview with an up-to-date balance sheet. BankFolio does the math for you! ● A financial news feed filled with financial resources and financial tips. ● Loan tracking is supported for auto loans, commercial loans, consumer loans, home equity credit lines, mortgages, pre-approved overdraft accounts, pre-approved credit lines, and student loans. BANK-LEVEL SECURITY: ● BankFolio uses a combination of SSL 256-bit encryption, the same security protocol that banks use, and TLS, a more modern and secure version of SSL, to protect your data as it travels over the internet. ● The BankFolio app uses FaceID or TouchID fingerprint authentication to add security and privacy. ● BankFolio does not store nor has access to your banking credentials. Please refer to our FAQs at bankfolio.app/faq.

    Industry

    • Financial Other ServicePRIMARY
    • Technology Software Development

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