FOLIO INSTITUTIONAL
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.
FOLIO INSTITUTIONAL
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
Total Funding:
15 M USD
Technology used in webpage:
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Current Advisors List
Board_member
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Current Employees Featured
Blaine McLaughlin COO, VIA Folio @ Folio Institutional
COO, VIA Folio
Kathy Wallman Co-Founder @ Folio Institutional
Co-Founder
Andrew Koslow Executive Vice President of Strategic Transactions and General Counsel @ Folio Institutional
Executive Vice President of Strategic Transactions and General Counsel
Greg Vigrass President, Folio Institutional @ Folio Institutional
President, Folio Institutional
Steven Wallman Co-Founder, Chief Executive Officer & Chairman @ Folio Institutional
Co-Founder, Chief Executive Officer & Chairman
2000-01-01
Michael Hogan CEO, Folio Investments @ Folio Institutional
CEO, Folio Investments
Founder
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
Threshold investment in Venture Round - Folio Institutional
American Century Ventures
American Century Ventures investment in Venture Round - Folio Institutional
Newest Events participated
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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Folio Institutional provides an integrated brokerage and custodial platform featuring patented, state-of-the art trading, portfolio and client management tools.See details»
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Write us: Folio Institutional Attn: Key Account Manager 8180 Greensboro Drive, 8th Floor McLean, VA 22102See details»
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Contact Us - Folio Institutional
Email: gs-custodysolutions@gs.com Phone: 1 (888) 230-5635 Hours: Weekdays: 8 a.m.–7 p.m. ET Excluding market holidays Fax: 703-649-6288 Address: Folio Institutional 8180 …See details»
Folio Institutional : Resources : Getting Started
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If you need to send multiple separate files, you may email them to us at support@folioinstitutional.com noting the reason for the email and the account number in the …See details»