Folio Investing Overview

  • Founded
  • 2000
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 160
Employees
  • Latest Deal Type
  • M&A

Folio Investing General Information

Description

Operator of an online brokerage platform intended to offer financial services and a blueprint for smarter investing. The company's platform offers unlimited folios, in an unlimited number of accounts, with a minimal monthly fee to alleviate the worry and limitations imposed by trade commissions, enabling financial firms, investment advisors and individual investors to diversify more easily and invest consistently on any budget.

Contact Information

Formerly Known As
Foliotrade brokerage, FOLIOfn
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly VC-backed
Primary Industry
Brokerage
Other Industries
Financial Software
Asset Management
Parent Company
Primary Office
  • 8180 Greensboro Drive
  • 8th Floor
  • McLean, VA 22102
  • United States
+1 (703) 000-0000
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Folio Investing Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
6. Merger/Acquisition 19-Sep-2020 000.00 Completed Generating Revenue
5. Share Repurchase 21-Feb-2002 00.00 000.00 Completed Generating Revenue
4. Early Stage VC 28-Feb-2001 0000 Completed Generating Revenue
3. Early Stage VC 11-Jul-2000 0000 Completed Startup
2. Mezzanine 22-Jun-2000 $15M $15M Completed Startup
1. Early Stage VC Completed Startup
To view Folio Investing’s complete valuation and funding history, request access »

Folio Investing Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Operator of an online brokerage platform intended to offer financial services and a blueprint for smarter investing. The
Brokerage
McLean, VA
160 As of 2020
000.00
000000&0 000.00

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000000000 00000000
London, United Kingdom
000 As of 0000
000.00
0000 0000-00-00
000000000000 000.00

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000000000
Charlotte, NC
00 As of 0000
00.000
000000 - 000 00.000
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Folio Investing Competitors (19)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Freetrade Venture Capital-Backed London, United Kingdom 000 000.00 000000000000 000.00
0000000 Venture Capital-Backed Charlotte, NC 00 00.000 000000 - 000 00.000
0000000 000 Angel-Backed London, United Kingdom 000 0000 0000000000 0000
00000000000 Venture Capital-Backed Chatham, NJ 000 00000 00000000000 00000
0000000000 Corporate Backed or Acquired Singapore, Singapore 000000000000
You’re viewing 5 of 19 competitors. Get the full list »

Folio Investing Patents

Folio Investing Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-20100235299-A1 Method and apparatus for characterizing the key properties and analyzing the future performance of an investment portfolio Abandoned 16-Mar-2009 000000000 00
US-20190122305-A1 Method and apparatus for characterizing the key properties and analyzing the future performance of an investment portfolio Pending 16-Mar-2009 000000000
US-8086514-B2 Method and apparatus for rebalancing an investment portfolio using a portfolio investment system Active 27-Nov-2002 000000000 0
US-20090254490-A1 Method and apparatus for rebalancing an investment portfolio using a portfolio investment system Granted 27-Nov-2002 000000000 0
US-20040064394-A1 Method and apparatus for portfolio trading using margin Abandoned 20-Aug-2002 G06Q40/06 00
To view Folio Investing’s complete patent history, request access »

Folio Investing Executive Team (12)

Name Title Board Seat Contact Info
Kathleen Wallman JD Co-Founder & Board Member
You’re viewing 1 of 12 executive team members. Get the full list »

Folio Investing Board Members (7)

Name Representing Role Since
Kathleen Wallman JD Folio Investing Co-Founder & Board Member 000 0000
You’re viewing 1 of 7 board members. Get the full list »

Folio Investing 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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Folio Investing Former Investors (8)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Advent Software Asset Manager Minority 000 0000 000000 0
American Century Investments Corporation Minority 000 0000 000000 0
Draper Fisher Jurvetson Management Venture Capital Minority 000 0000 000000 0
Jefferson Partners Venture Capital Minority 000 0000 000000 0
MVC Capital PE/Buyout Minority 000 0000 000000 0
You’re viewing 5 of 8 investors. Get the full list »

Folio Investing Acquisitions (2)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000 0000000 01-Nov-2016 0000000000 Asset Management 000000 00
BUYandHOLD Securities 19-Feb-2015 Merger/Acquisition Brokerage
To view Folio Investing’s complete acquisitions history, request access »

Folio Investing Subsidiaries (2)

Company Name Industry Location Founded
First Affirmative Financial Network Asset Management Colorado Springs, CO 1988
000 00000 Other Financial Services
To view Folio Investing’s complete subsidiaries history, request access »