Insight Folios Email Format

Financial ServicesNorth Carolina, United States11-50 Employees

Insight Folios operates in the financial services sector, offering investment strategy tools and a planning platform designed to simplify complex Wall Street concepts for individual investors. Its Simplicitree financial planning software aims to deliver guidance and sophisticated financial advice through a user-friendly interface, addressing concerns about deceptive practices in the retail mutual fund industry. The company positions itself by providing fee-based financial planning and investment advisory services through Insight Folios Inc, an SEC-registered advisor, with services limited to jurisdictions where notice filing requirements are met. Based in Charlotte, North Carolina, the firm serves clients seeking planning and investment guidance beyond traditional retail channels. Recent activity includes the launch of a NortonLifeLock Community, a development related to its partnerships and client-focused initiatives, as reported in 2022.

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