A Unified Platform for Modern Wealth Management
Who We Are
FolioMax was created to solve real operational and portfolio management challenges faced by wealth management firms every day. From client acquisition and statement analysis to proposal generation, portfolio implementation, SMA transitions, tax-aware rebalancing, and operational oversight — modern advisory firms require more than disconnected tools and manual workflows.
FolioMax brings these workflows together into a unified platform designed specifically for the complexity of real-world wealth management environments.
Leadership
FolioMax was founded by professionals with deep experience in wealth management, portfolio analytics, investment strategy workflows, and financial technology operations.
Our leadership team understands the operational realities faced by RIAs, banks, and institutional wealth management firms because we have lived those workflows firsthand.
FolioMax was built to modernize how firms analyze portfolios, engage clients, and implement investment strategies in increasingly complex environments.
Evenz Escarne
CEO - Founder
Steven H. Reiff
Chief Visionary Officer
Ankit Agarwal
Chief Technology Officer
Built for trust, security, and operational confidence.
We recognize that wealth management firms operate in a highly regulated, trust-driven environments where security, confidentiality, and operational integrity are essential.
FolioMax is committed to maintaining a strong security and compliance posture through modern infrastructure, operational controls, continuous monitoring, and ongoing process improvements.
SOC 2 Type II Journey
FolioMax is actively progressing through its SOC 2 Type II compliance journey as part of our commitment to enterprise operational maturity and client trust.
Vanta Continuous Monitoring
Our compliance and operational monitoring initiatives are supported through Vanta, enabling centralized visibility into controls, monitoring, and evidence collection workflows.
Enterprise Infracture
The FolioMax platform is hosted on enterprise cloud infrastructure designed to support scalability, resiliency, and secure operational workflows.
Turn Portfolio Complexity Into Client Confidence
See how FolioMax helps wealth management firms modernize portfolio intelligence, proposal generation, and implementation workflows.