Folio Investing logo

Folio Investing Employee Directory

Financial ServicesVirginia, United States11-50 Employees

Folio Investing operates a self-directed brokerage that enables individuals to create and manage multiple customized, diversified portfolios called folios. Each folio can hold up to 100 stocks, ETFs, or mutual funds, and users may choose from more than 160 ready-to-go folios or tailor their holdings themselves. The platform supports fractional share trading, uses a flat-fee pricing model with 2,000 commission-free window trades per month for $29, and includes patented tax management tools along with access to private investment opportunities, with optional professional services through Folio Institutional.

Based in McLean, Virginia, Folio Investing is positioned within the financial services sector, serving individual investors and financial professionals seeking low-cost diversification. Recent developments in 2020 involved corporate changes through acquisitions by Goldman Sachs and Interactive Brokers of Folio's self-directed retail segment, reflecting consolidation in the online brokerage landscape.

Find Folio Investing employees' phone numbers or email addresses

Folio Investing Global Highlights

Location
Employees

North America
48

Minus sign iconPlus sign icon
  • United States Of America
    48

Asia
2

Minus sign iconPlus sign icon
  • Japan
    1
  • Indonesia
    1

Europe
1

Minus sign iconPlus sign icon
  • Poland
    1

Folio Investing's Leadership

  • Chief Information Officer at Folio Investing
    K. A.
    Chief Information Officer
  • Vice President Finance at Folio Investing
    C. W.
    Vice President Finance
  • Vice-President at Folio Investing
    B. M.
    Vice-President
  • Director Of Engineering at Folio Investing
    Q. H.
    Director Of Engineering
  • Manager at Folio Investing
    C. I.
    Manager
  • Senior Brokerage Operations at Folio Investing
    V. S.
    Senior Brokerage Operations
  • Senior Accountant at Folio Investing
    V. T.
    Senior Accountant
  • Investment Management Intern at Folio Investing
    K. C.
    Investment Management Intern

Folio Investing Employee Metrics

100%
50%
0%
2026
2025
  • Information Technology
  • Banking
  • Engineering
  • Entrepreneurship
  • Quality Assurance
  • Other
  • Business

Contact profiles from Folio Investing

Name
Title
Contact
Location
Last Update
  • Chief Information Officer at Folio Investing
    K. A.
    Chief Information Officer
    Oct 22, 2024
  • Vice-President at Folio Investing
    B. M.
    Vice-President
    Oct 18, 2024
  • Vice President Finance at Folio Investing
    C. W.
    Vice President Finance
    Oct 22, 2024
  • Director Of Engineering at Folio Investing
    Q. H.
    Director Of Engineering
    Oct 21, 2024
  • Manager at Folio Investing
    C. I.
    Manager
    Oct 17, 2024
  • Senior Brokerage Operations at Folio Investing
    V. S.
    Senior Brokerage Operations
    Oct 23, 2024
  • Senior Accountant at Folio Investing
    V. T.
    Senior Accountant
    Oct 17, 2024
  • Investment Management Intern at Folio Investing
    K. C.
    Investment Management Intern
    Oct 17, 2024
  • Associate at Folio Investing
    V. P.
    Associate
    Oct 23, 2024
  • Brokerage Operations Specialist at Folio Investing
    C. H.
    Brokerage Operations Specialist
    Aug 05, 2026

Frequently Asked Questions

What is Folio Investing known for?

Minus sign iconPlus sign icon
Folio Investing was founded in 2000 and operates in the Financial Services industry. You can contact Folio Investing's main corporate office by phone at . Explore Folio Investing's company overview page for more information.

What is Folio Investing's most common email format?

Minus sign iconPlus sign icon
Folio Investing employees' email format typically follows the pattern of LastF@folioinvesting.com. Trying to find reliable and up-to-date employee contact data? Find more Folio Investing email formats with LeadIQ.

How many employees does Folio Investing have currently?

Minus sign iconPlus sign icon
Folio Investing has approximately 30 employees as of August 2026. These team members are located across 3 continents, including North America, Asia and Europe.

Who are Folio Investing's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Folio Investing's key employees include:

  • Chief Information Officer: K. A.
  • Vice President Finance: C. W.
  • Vice-President: B. M.
  • Director Of Engineering: Q. H.
  • Manager: C. I.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.