Edgefolio

Connecting the hedge fund industry

Edgefolio is redefining how hedge funds and prime brokers connect with investors.

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Number of investors

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Number of managers

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Number of funds

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AuM represented

Our solutions

We deliver digital solutions tailored for the hedge fund industry.

Edgefolio for Managers

Where the world’s best connect

A secure digital ecosystem that puts you in full control of your data and client relationships. Share, discover, and collaborate with ease – all in one compliant platform.

Edgefolio for Prime Brokers

Take your cap intro to the next level

Empower your capital introduction and consulting teams to offer truly differentiated client experiences. Provide digital cap intro at scale.

Edgefolio for Investors

The future of investment intelligence

A fund screening, research, and analysis platform. All your data sources are fully integrated. It’s private, customisable, and secure.

Client reviews

Join hundreds of fund managers using our platform globally.

"Our niche focus, uncovering asymmetric opportunities in less-crowded strategies, represents an excellent opportunity for investors, and we want our investor journey to reflect that excellence. With Edgefolio, we have expanded our marketing breadth while delivering a better experience for our clients and prospects."

Stephen Martus Altana Wealth

"With investors located in many jurisdictions, Edgefolio handles the necessary compliance and we have total control over the information each visitor sees. With Edgefolio, we can run email campaigns, host content, and securely share performance data and documentation. The engagement analytics ensure we follow up with the right people, using the right message at the right time."

Aviv Merci Stouff Capital

"With Edgefolio, we have been able to tick many key boxes with a single solution, allowing us to communicate with investors in a modern, efficient, and transparent way to the highest standard for both us and our investors, with holistic engagement analytics."

Marton Peter Price MPP&E Capital

"We have been greatly impressed with the Edgefolio product, team and implementation. Thanks to Edgefolio, we will now have a comprehensive solution that meets our evolving needs as we continue to scale."

Jonathan Bowers Acer Tree

Insights

White paper - The modern fund marketing tech stack

White paper - How to build a fund marketing strategy

White paper - Selecting a hedge fund CRM

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It’s time to digitise