Insights

Integrated Brokerage Platform Folio Institutional offers an integrated brokerage and custodial platform with patented trading and portfolio management tools, providing a comprehensive solution for financial advisor firms.

Broad Customer Base With over 420 financial advisor firms nationwide and billions of dollars in assets on its platform, Folio Institutional has a broad customer base that represents significant sales potential.

Technology Stack Focus Folio Institutional utilizes advanced technologies such as Google Analytics, HubSpot, and Cloudflare Bot Management, indicating a focus on innovation and efficiency that can be highlighted in sales pitches.

Competitive Landscape In a competitive landscape with similar firms like TD Ameritrade Institutional and LPL Financial, showcasing the unique features and benefits of Folio Institutional's platform can drive sales differentiation.

Expansion Opportunities As a company with potential for growth and expansion, exploring partnerships and collaborations with complementary businesses could open up new sales channels and revenue streams for Folio Institutional.

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 +1-703-245-5775. 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 2020, Folio Institutional has approximately 13 employees across 1 continents, including North America. Key team members include Vice President & Division Manager: A. P.Vice President Consultative Sales: S. S.President & Ceo: G. V.. 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.

When was Folio Institutional founded?

Folio Institutional was founded in 2000.

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.