Folio Investing Overview

  • Year Founded
  • 2000

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 160

Employees

  • Latest Deal Type
  • M&A

  • Investors
  • 1

Folio Investing General Information

Description

Operator of online investment technology services catering to the financial services industry. The company offers a platform with unlimited folio and number of accounts, with a minimal monthly fee to alleviate the worry and limitations imposed by trade commissions, thereby enabling clients no charge for the first 60 days after they fund their account helping them invest consistently on any budget.

Contact Information

Website
www.folioinvesting.com
Formerly Known As
Foliotrade brokerage, FOLIOfn, Foliofn Investments, Inc.
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly VC-backed
Corporate Office
  • 8180 Greensboro Drive
  • 8th Floor
  • McLean, VA 22102
  • United States
+1 (703)
Primary Industry
Brokerage
Parent Company
The Goldman Sachs Group
Vertical(s)
TMT, FinTech
Corporate Office
  • 8180 Greensboro Drive
  • 8th Floor
  • McLean, VA 22102
  • United States
+1 (703)

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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 Completed Generating Revenue
5. Share Repurchase 21-Feb-2002 Completed Generating Revenue
4. Early Stage VC 28-Feb-2001 Completed Generating Revenue
3. Early Stage VC 11-Jul-2000 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 Patents

  • 68

    Total Documents Applications and Grants

  • Total Patents Families

  • 19

    Granted

  • Pending

  • Expiring in next 12 mo

Folio Investing Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-20140279678-A1 Automated cash leveraging facility to provide available cash from sweep investments for margin financing Inactive 14-Mar-2013
US-20140207648-A1 Leveraged instrument computer-implemented trade management system to provide long-term expected returns for daily rebalance instruments, such as etfs or funds Inactive 18-Jan-2013
US-20190122305-A1 Method and apparatus for characterizing the key properties and analyzing the future performance of an investment portfolio Inactive 16-Mar-2009
US-20090254490-A1 Method and apparatus for rebalancing an investment portfolio using a portfolio investment system Active 27-Nov-2002
US-8086514-B2 Method and apparatus for rebalancing an investment portfolio using a portfolio investment system Active 27-Nov-2002 G06Q40/06
To view Folio Investing’s complete patent history, request access »

Folio Investing 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 Investing Former Investors (8)

Investor Name Investor Type Holding Investor Since Participating Rounds
American Century Investments Asset Manager Minority
Draper Fisher Jurvetson Management Venture Capital Minority
Jefferson Partners Venture Capital Minority
MVC Capital BDC Lender/Debt Provider Minority
Mayfield Fund Venture Capital Minority
You’re viewing 5 of 8 investors. Get the full list »

Folio Investing Acquisitions (2)

Folio Investing’s most recent deal was a Merger/Acquisition with First Affirmative Financial Network. The deal was made on 21-Oct-2016.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
First Affirmative Financial Network 21-Oct-2016 Merger/Acquisition Other Financial Services
BUYandHOLD Securities 19-Feb-2015 Merger/Acquisition Brokerage
To view Folio Investing’s complete acquisitions history, request access »

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Folio Investing Affiliates

Subsidiaries (2)

Name Industry Location Year Founded
First Affirmative Financial Network Colorado Springs, CO 1988
VIA Folio VA

Folio Investing FAQs

  • When was Folio Investing founded?

    Folio Investing was founded in 2000.

  • Where is Folio Investing headquartered?

    Folio Investing is headquartered in McLean, VA.

  • What is the size of Folio Investing?

    Folio Investing has 160 total employees.

  • What industry is Folio Investing in?

    Folio Investing’s primary industry is Brokerage.

  • Is Folio Investing a private or public company?

    Folio Investing is a Private company.

  • What is Folio Investing’s current revenue?

    The current revenue for Folio Investing is .

  • How much funding has Folio Investing raised over time?

    Folio Investing has raised $13.5M.

  • Who are Folio Investing’s investors?

    American Century Investments, Draper Fisher Jurvetson Management, Jefferson Partners, MVC Capital BDC, and Mayfield Fund are 5 of 8 investors who have invested in Folio Investing.

  • When was Folio Investing acquired?

    Folio Investing was acquired on 19-Sep-2020.

  • Who acquired Folio Investing?

    Folio Investing was acquired by The Goldman Sachs Group.

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