Key facts
- Folio (Financial Software)’s last known valuation is $183.4M (Jan 2023).
- It has raised $167.4M; the latest was Later Stage VC in Jul 2025.
- Notable investors include Wing Capital Partners.
- Status: Acquired/Merged (Operating Subsidiary).
Investors
1- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for Folio (Financial Software)
- ·The full record, as it builds
Funding rounds
No funding rounds for Folio (Financial Software) are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Folio (Financial Software)
Developer of AI-based stock management platform designed to simplify the asset management process. The company's platform diversifies investment starting by choosing a theme and allows active and passive stock traders to manage their personal trading securities, enabling investors to invest in multiple companies and control stock price fluctuation risk.
- Sector
- Financial Services
- HQ
- Tokyo, Japan
- Founded
- 2015
- Employees
- 100
- Website
- folio-sec.com/
- Ownership
- Acquired/Merged (Operating Subsidiary)
Folio (Financial Software) doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Folio (Financial Software) shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Folio (Financial Software) in its N-PORT filings yet. We sweep new filings monthly.