XFOLIO, a French-Lebanese wealth and treasury management platform, has raised $2 million in seed funding, fully backed by Middle East Venture Partners (MEVP).
“Their solution addresses a critical gap in the market: modern, cost-effective tools for mid-sized wealth managers who have been left behind by legacy systems.”— Jad El Boustani, Partner, MEVP
What Does XFOLIO Do?
Founded in 2024 by Anis Rahal, XFOLIO provides a cloud-based platform that enables financial institutions, family offices, and wealth managers to:
- Consolidate bankable and non-bankable assets
- Automate portfolio and treasury operations
- Visualize wealth across asset classes, from stocks to real estate and collectibles
Rahal was quoted saying, “At XFOLIO, we believe Treasury and Wealth Management should be unified into a single, seamless system.”
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With real-time connectivity to market data, ERPs, CRMs, and banks, the platform bridges front, middle, and back-office functions traditionally siloed in institutional finance.
What’s Next?
With the new capital, the firm plans to:
- Accelerate product development
- Expand across MENA and Europe
- Develop AI-powered investment recommendations
- Launch cross-banking capabilities
- Strengthen go-to-market execution and strategic partnerships
XFOLIO is tapping into a growing demand for modern financial infrastructure among mid-sized wealth managers, a segment often underserved by legacy systems. Its cross-border vision and AI roadmap align with broader fintech trends reshaping institutional finance in the Middle East and Europe.
Engagement
