Insights

Integrated brokerage platform Folio Institutional provides an integrated brokerage and custodial platform with state-of-the-art tools, appealing to financial advisor firms looking for efficient and comprehensive solutions to manage client portfolios.

Trusted by institutions and financial advisors Over 420 financial advisor firms and institutions trust Folio Institutional, indicating a strong market presence and credibility that can be leveraged to attract new clients from similar sectors.

Modern technology stack Utilizing modern technologies like Google Analytics, HubSpot, and Cloudflare Bot Management showcases Folio Institutional's commitment to staying technologically advanced, appealing to tech-savvy clients interested in cutting-edge tools.

Growth potential with recent funding Having received $15M in funding, Folio Institutional shows potential for expansion and growth, presenting an opportunity for sales professionals to capitalize on the company's development phase for partnership or service acquisition.

Competitive positioning among industry giants Being in the league of industry giants like TD Ameritrade and Schwab Advisor Services hint at Folio Institutional's competitive strength and ability to cater to clients of various sizes, positioning it as a worthy alternative for potential clients seeking efficiency and reliability.

Folio Institutional Tech Stack

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

  • Hotjar
    Analytics
  • Google Analytics
    Analytics
  • HubSpot Analytics
    Analytics
  • HubSpot CMS Hub
    Content Management System
  • jQuery
    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 FormatsExamplePercentage
LastF@folioinstitutional.comDoeJ@folioinstitutional.com
44%
First.Last@folioinstitutional.comJohn.Doe@folioinstitutional.com
6%
LastF@folioinstitutional.comDoeJ@folioinstitutional.com
44%
First.Last@folioinstitutional.comJohn.Doe@folioinstitutional.com
6%

Frequently Asked Questions

Where is Folio Institutional's headquarters located?

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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?

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

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

What is Folio Institutional's SIC code NAICS code?

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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?

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As of November 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?

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Folio Institutional operates in the Investment Management industry.

What technology does Folio Institutional use?

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Folio Institutional's tech stack includes HotjarGoogle AnalyticsHubSpot AnalyticsHubSpot CMS HubjQueryHubSpotHSTSCloudflare Bot Management.

What is Folio Institutional's email format?

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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?

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

When was Folio Institutional founded?

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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.

Section iconCompany Overview

Headquarters
8180 Greensboro Dr. Ste. 800 McLean, VA 22102 US
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
5239 - Other Financial Investment Activities
Founded
2000
Employees
51-200

Section iconMedia & News

Section iconFunding & 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.

Section iconFunding & 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.

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