CorpFolio.ai is the single cloud platform for managing multiple entities — in-house or for outside clients. Extend your jurisdiction offering or run your entire entity portfolio on our rails — AI agents do the legwork, we file, your team stays in control.
Everything your firm needs to incorporate, maintain and restructure entities at scale — for your own book and your clients'. No installs. No spreadsheets. No more juggling registrars.
A single browser dashboard for your firm: every company, director, shareholder, document and filing — across every jurisdiction — in one auditable record. No software to install.
An agent built specifically for formation work. Lives inside CorpFolio Core. Drafts, files and follows up so your team can serve 5× the clients without growing headcount.
Tell CorpFolio Agent about your structure. See it drawn instantly. No login, no email — confidential by design.
Whether your client wants a Delaware C-Corp, a Cayman Foundation or a Singapore Pte Ltd, CorpFolio Core + CorpFolio Agent handle it on the same rails.
File for incorporation in all major jurisdictions from within your dashboard. Have CorpFolio Agent prepare the filing and CorpFolio Core connect to local registries.
Annual returns, UBO filings and changes of controllers — prepared, submitted and recorded on schedule across your entire portfolio.
Continually optimize your entity structures for legal and tax. Simply prompt CorpFolio Agent to prepare a list of changes and file via CorpFolio Core.
Give end-customers a branded portal where they sign documents, view their entities and submit instructions — all routed through your firm.
CorpFolio Agent drafts board and shareholder resolutions, collects e-signatures and files them straight to the corporate record — reviewed by your team.
Nothing to install. CorpFolio Core runs in any browser, on any device, for every member of your team — with SOC 2 controls and SSO from day one.
“We built CorpFolio Core to solve the friction for 1,100+ clients in our own CSP business, and trained CorpFolio Agent on the processes and workflows for each jurisdiction we cover.”
Most formation agents and corporate service providers drown in spreadsheets, local registrar portals and email chains, but cannot justify the investment in custom software. The larger consolidated players run siloed tech across their franchises and grow by hiring, not by building.
CorpFolio is a technology company first. We apply a software-native discipline to a largely analog space, and add AI to the due processes and workflows that are required to maintain your entity's legal validity.
18
Jurisdictions covered
1,100+
Live clients globally
10+
Years in entity services
24/7/365
AI agent uptime
Monthly CorpFolio Core subscription and CorpFolio Agent routine tiers that scale with your client book.
Book a free call to get a quote tailored to your entity count and jurisdiction mix.
For boutique formation agents and small CSPs
For growing CSPs and legal or accounting firms
For large CSPs, multinationals and family offices
All prices in USD · Monthly or Annual billing · Volume discounts available for 200+ entities.
We ran 40+ IP holdcos through a patchwork of local agents, spreadsheets and email chains. Corpfolio replaced it all with one solution.
Sarah K.
Head of Corporate · IP HoldCo, Malta
Client reorgs used to take months and bleed fees. Now Corpfolio runs the mechanics; we focus on the advice.
James L.
Partner · Legal firm, New York
The white-label client portal alone justified the switch. Our clients see our brand; Corpfolio handles the infrastructure.
Yeo H.
Principal · Corporate service provider, Singapore
