CJ Browning

Co-Founder, BLOXFOLIO

I've been an independent financial advisor for about 19 years. I co-built a practice to around 100 client households and sold it in 2025. Along the way I kept running into the same problem: building and maintaining good portfolios took too much time, and outsourcing it to a TAMP cost too much. So I built BLOXFOLIO. I've been writing code since 2010, and I designed the platform with the workflow of a working advisor in mind. If you're an independent advisor who wants more control over your portfolios and fewer hours spent on them, let's talk.

BLOXFOLIOFounder · CEO & Co-Founder