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FolioMetrix

2009 FOUNDED
M&A STATUS
11-20 EMPLOYEES
Merger of Eq. LATEST DEAL TYPE
2 FINANCING ROUNDS
Description

Provider of asset management products and consulting services. The company is an investment management research company and the creator of tactical asset management products and distribution programs for portfolio managers, financial advisors and institutions.

Ownership Status
Acquired/Merged
Financing Status
Formerly PE-backed
Primary Industry
Asset Management
Other Industries
Consulting Services (B2B)
Primary Office
  • 101 South 108th Avenue
  • Suite 101
  • Omaha, NE 68154
  • United States

FolioMetrix Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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FolioMetrix Former Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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FolioMetrix Executive Team (6)

Name Title Board
Seat
Contact
Info
Julie Koethe Chief Financial Officer
Steve Wruble Chief Investment Officer & Analyst
Greg Rutherford Co-Founder
Douglas Welch Vice President
Kevin Hanney Vice President

1 Former Executive

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