About FOLIO
FOLIO is a Technology company based in Chiyoda (Japan) founded in 2015 by Shunichi Sugawara and Shinichiro Kai. Thematic portfolios are managed via automated robo-advisor platform. It operates on a AI-as-a-Service, Subscription Services, and FinTech model. FOLIO has raised $81.75 million across 3 funding rounds from investors including Goldman Sachs, Mitsui & Co and LINE Corporation. FOLIO has completed 1 acquisition, including AlpacaTech. Its chief executive, as recorded, is Shinichiro Kai. Its website folio-sec.com draws about 362 thousand monthly visits. FOLIO offers products and services including ROBOPRO, Managed Investment, and 4RAP. Its focus areas include Financials, Investment Services and Robo-Advisory. Its legal entity is FOLIO Co., Ltd.
Company details
Investment solutions are offered by FOLIO through AI-driven platforms like ROBOPRO, which dynamically adjusts asset ratios based on market predictions. Managed investment services are also provided, tailoring plans via robo-advisors using Nobel Prize-winning algorithms. Additionally, 4RAP is made available as a platform for financial institutions to deliver managed investment services. The company operates in the financial technology sector, focusing on long-term asset formation and innovative investment tools for individual and institutional clients.
- Headquarters Chiyoda, Japan
- Founders Shunichi Sugawara, Shinichiro Kai
- SectorsTechnology
- Website category Finance · Investing
- Email••••••••
- Phone•••• ••••
- Website folio-sec.com
- Social X Facebook
- Legal Name Folio Co., Ltd.
- Total Equity Funding$81.75M (USD)
in 3 rounds
- Latest Funding Round$63M (USD), Series A
Jan 2018
- InvestorsGoldman Sachs
& 10 more
- Investments & Acquisitions
Products & Services of FOLIO
FOLIO offers a comprehensive portfolio of products and services, including ROBOPRO, Managed Investment, and 4RAP.
AI-driven investment with dynamic asset ratio adjustments provided.
Automated investment plans are tailored based on user input.
Platform for financial institutions to offer managed investments.
Funding Insights of FOLIO
FOLIO has successfully raised a total of $81.75M across 3 strategic funding rounds. The most recent funding activity was a Series A round of $63 million completed in January 2018. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $81.75M
- Total Rounds 3
- Last Round Series A — $63M
- First Round $2.75M
(Mar 2016)
- Investors Count 11
All 3 funding rounds of FOLIO with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan 2018 | $63M | Series A | – | – | |
| Feb 2017 | $16M | Series A | – | JAFCO Group, Monex Ventures | |
| Mar 2016 | $2.75M | Series A | – | DCM Ventures, DNX Ventures | – |
11 investors in total: 11 institutional.
Investors in FOLIO
FOLIO has secured backing from 11 investors, including venture fund and institutional investors. Prominent investors backing the company include Goldman Sachs, Mitsui & Co and LINE Corporation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Venture capital firm investing in global startups with a focus on innovation and business support. | dentsu-v.com | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | goldmansachs.com | New York, United States | |
| smbc-vc.co.jp | ||||
Tech-focused seed, early, and mid-stage VC investments are made globally. | dcm.com | Menlo Park, United States | ||
Investments in B2B sectors are made by DNX Ventures. | dnx.vc | San Mateo, United States | ||
Corporate-backed venture capital firm focused on fintech, AI, and multiple sectors | monexventures.com | Chiba, Japan | ||
Seed to late-stage venture capital investments are made in Japan. | msivc.co.jp | Tokyo, Japan | ||
Venture capital firm focused on technology, fintech, e-commerce, mobility platforms, and multiple sectors | capital.rakuten.com | Setagaya City, Japan | ||
Traditional conglomerate services are provided across multiple sectors by Mitsui. | 1947 | mitsui.com | Chiyoda City, Japan | |
Provider of messaging, fintech, and entertainment services | 2000 | linecorp.com | Shinjuku, Japan |
Investor details for FOLIO
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
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People of FOLIO
2 people are tracked at FOLIO (2 in leadership).
| Name | Role | Group |
|---|---|---|
Shunichi Sugawara | Co-Founder | Leadership |
Shinichiro Kai | Co-Founder & CEO | Leadership |
Complete people profiles for FOLIO
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
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Investments & Acquisitions by FOLIO
FOLIO has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include AlpacaTech.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
AI-driven online provider of price prediction, publishing platform, and trading solutions to institutions | alpaca-tech.ai | Chiyoda, Japan | 2022 | Jul 2023 | •••• |
Complete acquisition details for FOLIO
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- Acquired stakes
- Deal sources
- Complete history
- Exports
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Timeline of FOLIO
4 dated milestones of FOLIO across 8 years, from founding to its latest funding, stage changes and deals.
- Founded FOLIO is founded.
- Funding First funding round of $2.7M.
- Funding Latest funding round, Series A, of $63.0M.
- Acquisition Acquires AlpacaTech.
Web traffic of FOLIO
The website of FOLIO (folio-sec.com) receives about 362K visits a month and ranks #96,132 among all websites worldwide, #6,016 in Investing.
- Monthly visits362K
▼ 2.9% vs previous month
- Unique visitors95.3K
per month
- Global rank#96,132
among all websites
- Category rank#6,016
Finance · Investing
- Bounce rate50%
- Pages per visit6.1
- Average visit3 min 08 sec
- DevicesDesktop 24% · Mobile 76%
Websites whose visitors overlap most with FOLIO. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| matsui.co.jp | 100% | 9.9M | #4,680 | View details | |
ipokiso.com | ipokiso.com | 97% | #73,742 | – | |
sbiokasan-am.co.jp | sbiokasan-am.co.jp | 97% | #476,188 | – | |
| minkabu.jp | 94% | 16.4M | #3,198 | View details | |
| kabu.com | 93% | 3.2M | #24,731 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for FOLIO
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- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
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Related news about Folio
Complete news archive for FOLIO
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Frequently Asked Questions about FOLIO
FOLIO was founded in 2015 and raised its 1st funding round 1 year after it was founded.
FOLIO is headquartered in Chiyoda, Japan. It is registered at Chiyoda, Tokyo, Japan.
Shinichiro Kai is the CEO of FOLIO, as recorded in our data. They have also founded this company.
FOLIO is a funded company, having raised a total of $81.75M across 3 funding rounds to date. The company's 1st funding round was a Series A of $2.75M, raised on Mar 2016.
Investment solutions are offered by FOLIO through AI-driven platforms like ROBOPRO, which dynamically adjusts asset ratios based on market predictions. Managed investment services are also provided, tailoring plans via robo-advisors using Nobel Prize-winning algorithms. Additionally, 4RAP is made available as a platform for financial institutions to deliver managed investment services. The company operates in the financial technology sector, focusing on long-term asset formation and innovative investment tools for individual and institutional clients.
FOLIO offers ROBOPRO, Managed Investment, and 4RAP.
FOLIO has made 1 acquisition, including AlpacaTech.
FOLIO has 11 investors. Key investors include Goldman Sachs, Mitsui & Co, LINE Corporation, Dentsu Ventures, and SMBC Venture Capital.
FOLIO operates through Folio Co., Ltd..
The website of FOLIO receives about 362 thousand visits a month and ranks #96,132 among all websites worldwide.