What departments does Insight Folios have?

Insight Folios has employees across 3 departments including Operations, Finance, Education.

What is the largest department at Insight Folios?

The largest department at Insight Folios is Finance with 9 employees.

Where are Insight Folios employees located globally?

Insight Folios has employees across 1 continents and 1 countries including United States Of America.

How has Insight Folios's team size changed over time?

Insight Folios's team has grown from approximately 8 to 12 employees based on available data.

Insight Folios Employee Directory

Q: Who are Insight Folios's key employees and leadership?

Insight Folios's key employees include: Evp, Firm Wide Operations, Client Relations, Chief Compliance Officer: B. D., President: P. D. C. C., President: P. D..

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.

Insight Folios Global Highlights

North America
21

United States Of America
21

Insight Folios's Leadership

P. D. C. C.
President
Mobile Phone
Email
P. D.
President
Mobile Phone
Email
B. D.
Evp, Firm Wide Operations, Client Relations, Chief Compliance Officer
Mobile Phone
Email
M. O.
Operations Manager
Mobile Phone
Email
B. B.
Practice Manager
Mobile Phone
Email
K. T.
Manager
Mobile Phone
Email
S. O.
Client Service Manager
Mobile Phone
Email
R. R.
Investment Advisor Representative
Mobile Phone
Email

Insight Folios Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Insight Folios

Name

Title

Contact Info

Location

Last Update

P. D. C. C.
President
Mobile Phone
Email
United StatesNorth Carolina
Mar 25, 2026
P. D.
President
Mobile Phone
Email
Oct 17, 2024
M. O.
Operations Manager
Mobile Phone
Email
United StatesNorth Carolina
Apr 14, 2026
B. B.
Practice Manager
Mobile Phone
Email
Oct 22, 2024
K. T.
Manager
Mobile Phone
Email
Oct 21, 2024
S. O.
Client Service Manager
Mobile Phone
Email
Oct 16, 2024
R. R.
Investment Advisor Representative
Mobile Phone
Email
Jan 24, 2026
N. E.
Investment Advisor Representative
Mobile Phone
Email
United StatesNorth Carolina
Jun 08, 2026
M. F.
Financial Advisor
Mobile Phone
Email
United StatesNorth Carolina
Mar 24, 2026
K. M.
Investment Advisor
Mobile Phone
Email
Mar 24, 2026

Frequently Asked Questions

What is Insight Folios known for?

Insight Folios was founded in 2004 operates in the Financial Services industry. The company's main headquarters is located in 13777 Ballantyne Corporate Place Charlotte, North Carolina 28277 United States. Explore Insight Folios's company overview page for more information.

What is Insight Folios's most common email format?

Insight Folios employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Insight Folios email formats with LeadIQ.

How many employees does Insight Folios have currently?

Insight Folios has approximately 12 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Insight Folios's key employees and leadership?

As of June 2026, Insight Folios's key employees include:

President: P. D. C. C.
President: P. D.
Evp, Firm Wide Operations, Client Relations, Chief Compliance Officer: B. D.
Operations Manager: M. O.
Practice Manager: B. B.

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Insight Folios Employee Directory

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