About Folio Investing
Folio Investing is a Technology company based in Washington (United States) founded in 2000, and was acquired by Goldman Sachs in October 2020. Online brokerage for creating and managing diversified portfolios is offered. Folio Investing has completed 2 acquisitions, including BuyandHold and Loyal3. Folio Investing offers products and services including Folios, Window Trading, Tax Football, and Rebalancing. Its focus areas include FinTech, Investment Tech, Online Trading Platforms and Stocks. Its legal entity is Folio Investments, Inc. Its competitors include Public, Interactive Brokers and TD Ameritrade; 1 of its 3 listed competitors has raised funding.
Company details
Folio Investing was established in 2000 as the primary service of FOLIOfn Inc., a financial services and technology firm. Retail investors are served through a web-based platform that enables the creation and management of customized portfolios, known as folios, each holding up to 100 stocks, ETFs, or mutual funds. Fractional share investing is also supported, with low-cost access provided to an unlimited number of such portfolios.
- Headquarters Washington, United States
- Stage Acquired
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website folioinvesting.com/folioinvesting/home
- Social LinkedIn X Facebook
- Acquired by Goldman Sachs (Oct 2020)
- Legal Name Folio Investments, Inc.
- Investors
- Investments & AcquisitionsBuyandHold
& 1 more
- Acquired byGoldman Sachs
(Oct 2020)
Products & Services of Folio Investing
Folio Investing offers a comprehensive portfolio of products and services, including Folios, Window Trading, Tax Football, and Rebalancing.
Customizable portfolios of stocks and funds for diversified investing
Platform for dollar-based trading with fractional shares
Tool for optimizing tax impacts on investments
Automated system to maintain investment balance
Investors in Folio Investing
Folio Investing has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Goldman Sachs.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | goldmansachs.com | New York, United States |
Investor details for Folio Investing
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Folio Investing
3 people are tracked at Folio Investing (3 in leadership).
| Name | Role | Group |
|---|---|---|
Soma Ravi | Vice President, Engineering | Leadership |
John Kenny | President & CEO | Leadership |
Chamidu Umanga Abeysekera | Director-production Support | Leadership |
Complete people profiles for Folio Investing
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Folio Investing
Folio Investing has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include BuyandHold and Loyal3.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Offers zero-commission investment services for individual investors. | loyal3.com | San Francisco, United States | 2008 | May 2017 | •••• | |
Long-term investment brokerage services are facilitated online. | buyandhold.com | New York, United States | 1998 | Feb 2015 | •••• |
Complete acquisition details for Folio Investing
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Folio Investing
4 dated milestones of Folio Investing across 20 years, from founding to its latest funding, stage changes and deals.
- Founded Folio Investing is founded.
- Acquisition Acquires BuyandHold.
- Acquisition Acquires Loyal3.
- Exit Acquired by Goldman Sachs.
Competitors of Folio Investing
Folio Investing has 3 listed competitors in our database, 1 of them funded. They include Public, Interactive Brokers and TD Ameritrade.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| public.com | 2019 | New York, United States | $420.58M | Multi-asset investments are facilitated for individual users through a platform. | ||
| interactivebrokers.com | 1977 | Greenwich, United States | 2,932 | Provider of online brokerage services and trading platforms | ||
| tdameritrade.com | 1994 | Omaha, United States | Online trading in stocks, forex, futures, and ETFs is facilitated. |
Detailed competitors of Folio Investing
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Folio Investing
The website of Folio Investing (folioinvesting.com) receives about 5.8K visits a month.
- Monthly visits5.8K
▼ 58.8% vs previous month
Websites whose visitors overlap most with Folio Investing. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| buyandhold.com | 100% | View details | |||
| tdameritrade.com | 100% | 12.2K | #1,818,990 | View details | |
sharebuilder.com | sharebuilder.com | 99% | – | ||
| fidelity.com | 96% | 129.5M | #275 | View details | |
folioidentity.com | folioidentity.com | 96% | #509,131 | – | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 27 similar websites and full traffic analytics for Folio Investing
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 27 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Folio Investing (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Folio Investing
Complete news archive for Folio Investing
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Folio Investing
Folio Investing was founded in 2000.
Folio Investing is headquartered in Washington, United States. It is registered at Washington, District Of Columbia, United States.
Folio Investing was established in 2000 as the primary service of FOLIOfn Inc., a financial services and technology firm. Retail investors are served through a web-based platform that enables the creation and management of customized portfolios, known as folios, each holding up to 100 stocks, ETFs, or mutual funds. Fractional share investing is also supported, with low-cost access provided to an unlimited number of such portfolios.
Folio Investing's top competitors include Public, Interactive Brokers and TD Ameritrade.
Folio Investing offers Folios, Window Trading, Tax Football, and Rebalancing.
Folio Investing has made 2 acquisitions, including BuyandHold, and Loyal3.
Folio Investing has 1 investor. Key investors include Goldman Sachs.
Folio Investing operates through Folio Investments, Inc..
Yes. Folio Investing was acquired by Goldman Sachs in October 2020.