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Integrated Brokerage Platform Folio Institutional provides an integrated brokerage and custodial platform with state-of-the-art tools, offering a comprehensive solution for financial advisor firms. Highlighting the patented trading and portfolio management tools can attract firms looking for advanced technology to streamline their investment management processes.

Institutional Support With a strong focus on supporting institutions and financial advisor firms with billions of dollars in assets on the Folio platform, there is a sales opportunity to target similar institutions seeking reliable custodial and trading services for their substantial assets.

Technology Utilization By leveraging advanced technologies like Google Analytics, HubSpot, and Cloudflare Bot Management, Folio Institutional demonstrates a commitment to innovation. Emphasizing the tech stack could resonate with tech-savvy firms looking to partner with a company utilizing cutting-edge tools.

Steady Funding Having received $15M in funding indicates financial stability, which can be appealing to potential clients seeking a reliable and well-supported partner in the investment management space. Highlighting the funding can instill confidence in prospective firms considering partnering with Folio Institutional.

Competitive Landscape Understanding the competitive positioning of Folio Institutional in comparison to similar companies like Brinker Capital and TD Ameritrade Institutional can help sales teams tailor their pitches to showcase unique selling points and advantages over competitors, enabling them to effectively target clients in a competitive market.

Similar companies to Folio Institutional

Folio Institutional Tech Stack

Folio Institutional uses 8 technology products and services including Google Analytics, HubSpot Analytics, Linkedin Insight Tag, and more. Explore Folio Institutional's tech stack below.

Google Analytics
Analytics
HubSpot Analytics
Analytics
Linkedin Insight Tag
Analytics
HubSpot CMS Hub
Content Management System
Modernizr
Javascript Libraries
HubSpot
Marketing Automation
HSTS
Security
Cloudflare Bot Management
Security

Media & News

Folio Institutional's Email Address Formats

Folio Institutional uses at least 1 format(s):

Folio Institutional Email Formats	Example	Percentage
LastF@folioinstitutional.com	DoeJ@folioinstitutional.com	44%
First.Last@folioinstitutional.com	John.Doe@folioinstitutional.com	6%
LastF@folioinstitutional.com	DoeJ@folioinstitutional.com	44%
First.Last@folioinstitutional.com	John.Doe@folioinstitutional.com	6%

Frequently Asked Questions

Where is Folio Institutional's headquarters located?

Folio Institutional's main headquarters is located at 8180 Greensboro Dr. Ste. 800 McLean, VA 22102 US. The company has employees across 1 continents, including North America.

What is Folio Institutional's phone number?

You can contact Folio Institutional's main corporate office by phone at

+1-703-245-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Folio Institutional's official website and social media links?

Folio Institutional's official website is folioinstitutional.com and has social profiles on LinkedIn.

What is Folio Institutional's SIC code NAICS code?

Folio Institutional's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Folio Institutional have currently?

As of August 2024, Folio Institutional has approximately 51 employees across 1 continents, including North America. Key team members include Vice President & Division Manager: A. P.President & Ceo: G. V.Vice President, Institutional Sales - Retirement Services: B. B.. Explore Folio Institutional's employee directory with LeadIQ.

What industry does Folio Institutional belong to?

Folio Institutional operates in the Investment Management industry.

What technology does Folio Institutional use?

Folio Institutional's tech stack includes Google AnalyticsHubSpot AnalyticsLinkedin Insight TagHubSpot CMS HubModernizrHubSpotHSTSCloudflare Bot Management.

What is Folio Institutional's email format?

Folio Institutional's email format typically follows the pattern of . Find more Folio Institutional email formats with LeadIQ.

How much funding has Folio Institutional raised to date?

As of August 2024, Folio Institutional has raised $15M in funding. The last funding round occurred on Jun 23, 2000 for $15M.

When was Folio Institutional founded?

Folio Institutional was founded in 2000.

Folio Institutional

Folio Institutional

Investment ManagementVirginia, United States51-200 Employees

Folio Institutional provides an integrated brokerage and custodial platform featuring patented, state-of-the art trading, portfolio and client management tools.  Folio Institutional supports institutions and more than 420 financial advisor firms nationwide that have billions of dollars in assets on the Folio platform. 

©2018 by FOLIOfn, Inc. Folio Investing®, Folio Institutional®, Folio Advisor®, Folio Client®, FOLIOfn®, Folios®, and VIA Folio® are trademarks of FOLIOfn, Inc. All rights reserved. Securities products and brokerage and clearing services are offered by Folio Investments, Inc., a registered broker-dealer and member FINRA/SIPC. Investment advisory services are offered through FOLIO Research, LLC, an investment advisor registered with the Commonwealth of Virginia. Folio Investments, Inc. and FOLIO Research, LLC are separate, wholly owned subsidiaries of FOLIOfn, Inc.

Company Overview

Headquarters: 8180 Greensboro Dr. Ste. 800 McLean, VA 22102 US
Phone number: ✕
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+1-703-245-****
Website: folioinstitutional.com
SIC Code: 6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code: 5239 - Other Financial Investment Activities
Founded: 2000
Employees: 51-200

Media & News

Funding & Financials

$15M
Folio Institutional has raised a total of $15M of funding over 1 rounds. Their latest funding round was raised on Jun 23, 2000 in the amount of $15M.

Funding & Financials

$15M
Folio Institutional has raised a total of $15M of funding over 1 rounds. Their latest funding round was raised on Jun 23, 2000 in the amount of $15M.

Company Leadership

A. P.
Vice President & Division Manager
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G. V.
President & Ceo
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B. B.
Vice President, Institutional Sales - Retirement Services
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K. S. L.
Vice President
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R. S.
Folio Institutional Vice President, Sales
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Employee Directory

E. B.
Institutional Relationship Manager
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S. M.
Institutional Relationship Manager
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B. M.
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J. D.
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P. F.
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