French-Lebanese fintech startup XFOLIO has secured $2 million in Seed funding, led exclusively by Middle East Venture Partners (MEVP). Founded in 2024 by serial entrepreneur Anis Rahal, the platform is setting out to redefine how financial institutions, family offices, and wealth managers handle their portfolios.
The funding marks a significant step in XFOLIO’s journey to modernize wealth and treasury management through a single, unified, cloud-based solution.
What makes XFOLIO stand out?
At its core, XFOLIO simplifies and automates the consolidation of both bankable and non-bankable assets. From stocks and bonds to real estate, art, and collectibles, you can manage everything in one place.
- âś… Unified platform for both treasury and portfolio management
- âś… Support for a wide range of assets, including alternative investments
- âś… Real-time financial data integration across banks, ERPs, CRMs, and market sources
- âś… Cloud-based access with bank-level security
- ✅ Transparent and disruptive pricing—starting at just $40/month
This is a game-changer for mid-sized financial institutions that have been left behind by traditional, expensive legacy systems.
Fueling growth through innovation
With the fresh capital, XFOLIO plans to accelerate product development and expand its reach across MENA and Europe. High on the roadmap are:
- âś… AI-powered recommendation tools to optimize asset performance
- âś… Cross-bank trading capabilities for seamless investment execution
- âś… Strategic partnerships with financial players and tech providers
According to the company, these innovations will help bring institutional-grade capabilities to a broader market at a fraction of the cost.
Backed by Proven Visionaries
This isn’t Anis Rahal’s first success. He previously founded TreasuryXpress, which was acquired by Bottomline Technologies and was also a former MEVP-backed venture.
“We believe XFOLIO is building the future of enterprise wealth tech,” said Jad El Boustani, Partner at MEVP. “Anis and his team bring unmatched expertise and are solving a real pain point—affordable and modern tools for wealth managers.”
Rahal echoed that vision:
“Treasury and wealth management should no longer be siloed. Both depend on real-time data and financial connectivity. XFOLIO offers modern tools at fair pricing—empowering financial professionals who’ve long been underserved by outdated solutions.”
A Growing Market, A Timely Solution
XFOLIO enters the scene at a critical time. Wealth managers and family offices across MENA and Europe are accelerating digital transformation. The global wealthtech market has projections that indicate that it’s going to hit $16.6 billion, and XFOLIO is positioning itself as a strong contender.
With a disruptive model, strong leadership, and early traction, XFOLIO is well on its way to shaping the next generation of digital wealth management.