Integrated Platform Folio Institutional offers an integrated brokerage and custodial platform with advanced trading and portfolio management tools, appealing to institutions and financial advisor firms seeking streamlined solutions for managing assets.

Tech-Savvy Infrastructure Utilizing modern technologies like React and Google Tag Manager in its tech stack, Folio Institutional demonstrates a commitment to innovation and efficiency, positioning it attractively to tech-savvy clients looking for cutting-edge solutions.

Funding Potential With recent funding of $15M, Folio Institutional has the financial backing to support growth initiatives and service enhancements, offering potential investors an opportunity to get involved in an expanding company.

Competitive Landscape In a competitive landscape with key players like TD Ameritrade and Schwab Advisor Services, Folio Institutional distinguishes itself through its unique offerings and patented tools, allowing sales teams to highlight the platform's differentiation to clients.

Market Expansion Partnering with over 420 financial advisor firms nationwide and managing billions of dollars in assets, Folio Institutional presents a significant market expansion opportunity for sales reps looking to tap into a network of established financial entities.