About Folio Institutional
Folio Institutional is a Financial Services company based in Mclean (United States) founded in 2000. It provides a versatile platform for asset managers. It operates on a B2B model. Folio Institutional has completed 1 acquisition, including First Affirmative Financial Network. Its focus areas include Finance, Asset Management, Platforms and Financial Tools. Similar companies include Addepar, sei and Envestnet; 1 of its 3 listed similar companies has raised funding.
Company details
Folio Institutional, based in Mclean, focuses on finance, managing assets, platforms, and financial tools. Provides a versatile platform for asset managers. The company prioritizes operational excellence, innovation, and customer-centric approaches for success. It continues to evolve, meeting industry challenges with strategic approaches.
- Headquarters Mclean, United States
- SectorsFinancial Services
- Email••••••••
- Website folioinstitutional.com
- Social X
- Investments & Acquisitions
Investments & Acquisitions by Folio Institutional
Folio Institutional has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include First Affirmative Financial Network.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Financial services are provided to the investment industry. | firstaffirmative.com | Colorado Springs, United States | 1988 | Nov 2016 | •••• |
Complete acquisition details for Folio Institutional
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Timeline of Folio Institutional
2 dated milestones of Folio Institutional across 16 years, from founding to its latest funding, stage changes and deals.
- Founded Folio Institutional is founded.
- Acquisition Acquires First Affirmative Financial Network.
Similar companies to Folio Institutional
Folio Institutional has 3 listed similar companies in our database, 1 of them funded. They include Addepar, sei and Envestnet.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| addepar.com | 2009 | Mountain View, United States | $759.1M | 560 | Wealth management solutions are delivered for investment advisors. | |
| seic.com | 1968 | Oaks, United States | 5,061 | Wealth and investment management solutions are offered to institutional investors. | ||
| envestnet.com | 1999 | Berwyn, United States | 1,342 | Cloud-based solutions are offered for wealth management and financial advising. |
Detailed similar companies of Folio Institutional
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Web traffic of Folio Institutional
Websites that share an audience with Folio Institutional (folioinstitutional.com).
Websites whose visitors overlap most with Folio Institutional. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| aamlive.com | 90% | 16K | #1,153,271 | View details | |
| homrichberg.com | 89% | View details | |||
| formulafolios.com | 75% | View details | |||
| folioinvesting.com | 73% | 5.8K | #3,697,563 | View details |
Top companies in Asset Management
3 companies that operate in the same segment as Folio Institutional (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Folio Institutional
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Frequently Asked Questions about Folio Institutional
Folio Institutional was founded in 2000.
Folio Institutional is headquartered in Mclean, United States. It is registered at Mclean, Virginia, United States.
Folio Institutional, based in Mclean, focuses on finance, managing assets, platforms, and financial tools. Provides a versatile platform for asset managers. The company prioritizes operational excellence, innovation, and customer-centric approaches for success. It continues to evolve, meeting industry challenges with strategic approaches.
Folio Institutional has made 1 acquisition, including First Affirmative Financial Network.