About ViableFolio
Our Story
ViableFolio was born out of a desire to make financial planning accessible to everyone. As recent graduates and finance professionals, we saw the struggles that everyday people faced in creating a secure financial future. We realized that traditional financial tools were either too complicated or too expensive, leaving many without the resources they needed. So, we set out to bridge that gap. Today, ViableFolio provides industry-level educational resources and tools that are simple, effective, and affordable.
Meet The Team
Founder
With a background in finance and experience in portfolio management, Founder is committed to providing users with the tools and insights they need to make informed financial decisions and achieve their wealth-building goals through ViableFolio. Learn More
Founder
With a background in finance and experience in portfolio management, Founder is committed to providing users with the tools and insights they need to make informed financial decisions and achieve their wealth-building goals through ViableFolio. Learn More
Founder
With a background in finance and experience in portfolio management, Founder is committed to providing users with the tools and insights they need to make informed financial decisions and achieve their wealth-building goals through ViableFolio. Learn More
Our Why
The financial planning industry is filled with complex jargon, expensive advisors, and tools that only cater to the wealthy. We saw this as a failure of the marketplace to serve everyday people. We care deeply about making financial security accessible, which is why we built ViableFolio—to create educational content and tools that anyone can use to build their financial future, regardless of their starting point.
Our Impact
ViableFolio provides more than just tools; we offer a pathway to financial empowerment through education. Our users report greater confidence in their financial decisions, clearer retirement plans, and better investment choices. By making industry-level knowledge accessible, we’re helping individuals take control of their financial futures, one plan at a time.
Our Vision
ViableFolio is just getting started. As we continue to develop new tools—such as advanced portfolio optimization and a ‘Know Yourself’ investor quiz—we envision a world where financial literacy is within everyone’s reach. We believe that the future of financial planning is personalized, accessible, and technology-driven, and we’re committed to leading the way.