FOLIO INSTITUTIONAL

folio-institutional-logo

Folio Financial, Inc. develops and supports digital-first investment platforms for advisors and enterprises, fully integrated with our brokerage, clearing, and custody solutions. After serving as an SEC commissioner, Folio’s founder, Steven Wallman, set out to democratize investing in the late 1990s. His vision of making investing available to all has played out in a series of ongoing innovations with a common theme – access, automation, transparency, and flexibility. We’ve been ahead of ... the curve since our inception, pioneering technologies including fractional share investing, patented tax management tools, end-to-end online account opening and management, online proxy voting, online private placement investing, and the ability to create portfolios using security, sector, and social-issue filters. Folio’s businesses include Folio Institutional, focused on providing innovative solutions for RIAs and enterprises; Folio Investing and Folio First for self-directed retail investors; VIA Folio, an end-to-end investing platform for private investments available to both institutional and retail investors; First Affirmative Financial Network, the leading advisor network serving the responsible investment community; and The SRI Conference and Community, the nation’s premier conference on impact investing.

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FOLIO INSTITUTIONAL

Social Links:

Industry:
Advice Banking Finance Financial Services FinTech

Founded:
2000-01-01

Address:
Mclean, Virginia, United States

Country:
United States

Website Url:
http://www.info.folioinstitutional.com

Total Employee:
101+

Status:
Active

Contact:
1 (888) 230-5635

Email Addresses:
support@folioinvesting.com

Total Funding:
15 M USD

Technology used in webpage:
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Current Advisors List

jeffrey-p-cusack_image

Jeffrey P. Cusack Board Member @ Folio Institutional
Board_member

matt-lynch_image

Matt Lynch Board Member @ Folio Institutional
Board_member

e-murray-cook_image

E. Murray Cook Board Member @ Folio Institutional
Board_member

kathy-wallman_image

Kathy Wallman Board Member @ Folio Institutional
Board_member

steven-wallman_image

Steven Wallman Board Member @ Folio Institutional
Board_member

chris-ferguson_image

Chris Ferguson Board Member @ Folio Institutional
Board_member

Current Employees Featured

blaine-mclaughlin_image

Blaine McLaughlin
Blaine McLaughlin COO, VIA Folio @ Folio Institutional
COO, VIA Folio

kathy-wallman_image

Kathy Wallman
Kathy Wallman Co-Founder @ Folio Institutional
Co-Founder

andrew-koslow_image

Andrew Koslow
Andrew Koslow Executive Vice President of Strategic Transactions and General Counsel @ Folio Institutional
Executive Vice President of Strategic Transactions and General Counsel

greg-vigrass_image

Greg Vigrass
Greg Vigrass President, Folio Institutional @ Folio Institutional
President, Folio Institutional

steven-wallman_image

Steven Wallman
Steven Wallman Co-Founder, Chief Executive Officer & Chairman @ Folio Institutional
Co-Founder, Chief Executive Officer & Chairman
2000-01-01

michael-hogan_image

Michael Hogan
Michael Hogan CEO, Folio Investments @ Folio Institutional
CEO, Folio Investments

Founder


kathy-wallman_image

Kathy Wallman

steven-wallman_image

Steven Wallman

Acquisitions List

Date Company Article Price
2016-11-01 First Affirmative Financial Network First Affirmative Financial Network acquired by Folio Institutional N/A

Investors List

threshold_image

Threshold

Threshold investment in Venture Round - Folio Institutional

american-century-ventures_image

American Century Ventures

American Century Ventures investment in Venture Round - Folio Institutional

Newest Events participated

the-future-of-blockchain-digital-currency-the-evolution-of-finance_event_image Participated in “The Future of Blockchain Digital Currency “The Evolution of Finance” on 2017-11-06 as sponsor

Official Site Inspections

http://www.info.folioinstitutional.com

  • Host name: 216.239.145.46
  • IP address: 216.239.145.46
  • Location: United States
  • Latitude: 37.751
  • Longitude: -97.822
  • Timezone: America/Chicago

Cannot get whois informations of this domain!!!

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