FolioMetrix Overview

  • Founded
  • 2009
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 18
Employees
  • Latest Deal Type
  • Merger of Eq.
  • Financing Rounds
  • 2

FolioMetrix General Information

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.

Contact Information

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
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FolioMetrix Valuation & Funding

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

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FolioMetrix Executive Team (5)

Name Title Board Seat Contact Info
Steve Wruble Chief Investment Officer & Analyst
Greg Rutherford Co-Founder
Douglas Welch Vice President
Kevin Hanney Vice President
To view FolioMetrix’s complete executive team members history, request access »

FolioMetrix Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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FolioMetrix Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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