Folio (Financial Software) Overview

  • Year Founded
  • 2015

Year Founded

  • Status
  • IPO Registration

  • Employees
  • 100

Employees

  • Latest Deal Type
  • IPO
  • (Announced)

  • Latest Deal Amount
  • $92.8M

  • Investors
  • 1

Folio (Financial Software) General Information

Description

Folio Holdings Co Ltd is engaged in the Financial Infrastructure Business and AI-based Asset Management Business. Under the Financial Infrastructure Business, the company offers its platform service, "4RAP," which connects investment managers and financial institutions, enabling the deployment of multiple products. In the AI Investment and Management Business, its "ROBOPRO" feature uses AI to predict market rises and falls and dynamically adjusts investment allocation. The company also provides generative AI-based solutions to operating companies and the financial sector.

Contact Information

Website
www.folio-sec.com
Ownership Status
In IPO Registration
Financing Status
Venture Capital-Backed
Corporate Office
  • 16-1 Ichibancho, Chiyoda-ku
  • 4th Floor Kyodo Building Ichibancho
  • Tokyo, 102-0082
  • Japan
+81
Primary Industry
Brokerage
Other Industries
Financial Software
Other Financial Services
Application Software
Vertical(s)
Artificial Intelligence & Machine Learning, TMT, FinTech, Mobile
Corporate Office
  • 16-1 Ichibancho, Chiyoda-ku
  • 4th Floor Kyodo Building Ichibancho
  • Tokyo, 102-0082
  • Japan
+81

Folio (Financial Software) Timeline

2023202420252026
Financing RoundCaptured Employee CountEstimated Employee Growth

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Folio (Financial Software) Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
11. IPO 12-Nov-2026 $92.8M Announced Generating Revenue/Not Profitable
10. Later Stage VC 31-Jul-2025 Completed Generating Revenue
9. Merger/Acquisition Completed Generating Revenue
8. Later Stage VC 06-Jan-2023 Completed Generating Revenue
7. Secondary Transaction - Private Completed Generating Revenue
6. Later Stage VC 03-Sep-2021 Completed Generating Revenue
5. Secondary Transaction - Private 12-Aug-2021 Completed Generating Revenue
4. Early Stage VC 17-Jan-2019 Completed Generating Revenue
3. Early Stage VC (Series A2) 18-Jan-2018 $62.1M $80.5M Completed Generating Revenue
2. Early Stage VC (Series A) 05-Feb-2017 $15.8M $18.5M Completed Generating Revenue
To view Folio (Financial Software)’s complete valuation and funding history, request access »

Folio (Financial Software) Cap Table

Stock # of Shares
Authorized		 Par Value Dividend Rate (%) Original
Issue Price		 Liquidation Liquidation
Pref. Multiple		 Conversion Price % Owned
E preferred
D Preferred
C2 Preferred
C1 Preferred
B preferred 65,468 $149.04 $149.04 1x $149.04 11.33%
A Preferred 38,800 $57.6 $57.6 1x $57.6 6.72%
To view Folio (Financial Software)’s complete cap table history, request access »

Folio (Financial Software) Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Folio Holdings Co Ltd is engaged in the Financial Infrastructure Business and AI-based Asset Management Business. Under
Brokerage
Tokyo, Japan
100 As of 2023

Singapore, Singapore
 

Toronto, Canada
 
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Folio (Financial Software) Competitors (28)

One of Folio (Financial Software)’s 28 competitors is Syfe, a Venture Capital-Backed company based in Singapore, Singapore.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Syfe Venture Capital-Backed Singapore, Singapore
Wealthsimple Venture Capital-Backed Toronto, Canada
smallcase Venture Capital-Backed Bangalore, India
INDmoney Venture Capital-Backed Gurugram, India
AutoWealth Private Equity-Backed Singapore, Singapore
You’re viewing 5 of 28 competitors. Get the full list »

Folio (Financial Software) Patents

  • 43

    Total Documents Applications and Grants

  • Total Patents Families

  • 21

    Granted

  • 9

    Pending

  • Expiring in next 12 mo

Folio (Financial Software) Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
JP-2026007602-A Information processing method, program, information processing system, and smart contract Active 03-Jul-2024
JP-2026008611-A Information processing method, program, information processing system, and smart contract Pending 03-Jul-2024
JP-2026003102-A Information processing method, program, information processing system, and information processing apparatus Active 19-Jun-2024
JP-2026065643-A Information processing method, program, information processing system, and information processing apparatus Pending 19-Jun-2024
JP-2025168000-A Information processing system, information processing method, and program Active 26-Apr-2024
To view Folio (Financial Software)’s complete patent history, request access »

Folio (Financial Software) Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Folio (Financial Software) Investors (1)

Investor Name Investor Type Holding Investor Since Participating Rounds
Wing Capital Partners Corporate Venture Capital Minority
To view Folio (Financial Software)’s complete investors history, request access »

Folio (Financial Software) Acquisitions (1)

Folio (Financial Software)’s most recent deal was a Merger/Acquisition with AlpacaTech. The deal was made on 11-Jul-2023.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
AlpacaTech 11-Jul-2023 Merger/Acquisition Financial Software
To view Folio (Financial Software)’s complete acquisitions history, request access »

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Folio (Financial Software) Affiliates

Subsidiaries (1)

Name Industry Location Year Founded
AlpacaTech Tokyo, Japan 2022

Folio (Financial Software) FAQs

  • When was Folio (Financial Software) founded?

    Folio (Financial Software) was founded in 2015.

  • Where is Folio (Financial Software) headquartered?

    Folio (Financial Software) is headquartered in Tokyo, Japan.

  • What is the size of Folio (Financial Software)?

    Folio (Financial Software) has 100 total employees.

  • What industry is Folio (Financial Software) in?

    Folio (Financial Software)’s primary industry is Brokerage.

  • Is Folio (Financial Software) a private or public company?

    Folio (Financial Software) is a Private company.

  • What is the current valuation of Folio (Financial Software)?

    The current valuation of Folio (Financial Software) is .

  • What is Folio (Financial Software)’s current revenue?

    The current revenue for Folio (Financial Software) is .

  • How much funding has Folio (Financial Software) raised over time?

    Folio (Financial Software) has raised $167M.

  • Who are Folio (Financial Software)’s investors?

    Wing Capital Partners has invested in Folio (Financial Software).

  • Who are Folio (Financial Software)’s competitors?

    Syfe, Wealthsimple, smallcase, INDmoney, and AutoWealth are some of the 28 competitors of Folio (Financial Software).

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