Last updated 2026-08-06
Total raised
—
Stage
—
Founded
2025
Headcount
—
HQ
Newark, Israel
Sector
Fintech & Insurtech
About
Guardfolio is a portfolio risk monitoring software for self-directed investors. It aggregates holdings across brokers, detects ETF overlap and concentration risk, and sends sync-based alerts when monitored thresholds change. The platform provides educational portfolio analytics and risk-monitoring tools, focusing on structural risk rather than personalized investment advice.
Q&A
- What is Guardfolio's primary business?
- Guardfolio provides portfolio risk monitoring software for self-directed investors, aggregating holdings, detecting ETF overlap and concentration risk, and sending sync-based alerts.
- When was Guardfolio founded?
- Guardfolio was founded in 2025.
- Where is Guardfolio headquartered?
- Guardfolio is headquartered in Newark, Israel.
- Who are the co-founders of Guardfolio?
- The co-founders of Guardfolio are Elad Nahum, who serves as Co-Founder & CEO, and Moshe Cohen Pur, who is the Co-Founder & CTO.
- What sector does Guardfolio primarily operate in?
- Guardfolio's primary sector is Fintech & Insurtech.
- What technologies does Guardfolio utilize?
- Guardfolio utilizes AI and Cloud-Native technologies, with its core technology being proprietary software and AI-powered analytics.
- What is Guardfolio's target customer base?
- Guardfolio targets self-directed investors and retail investors.
- What is Guardfolio's business model?
- Guardfolio operates on a subscription business model.
Team · 2
Sectors & technology
Primary sector
Fintech & Insurtech
Technologies
Target customers
Business model
Subscription
Full data — links, identifiers, deals & radar signals (jobs, patents, research, more)
External links
| Website | guardfolio.ai/ |
|---|
Identifiers & details
| Legal name | Guardfolio |
|---|---|
| Founded | 2025 |