Key facts
- Status: Acquired/Merged.
- ·Watchlist + deal alerts for Folio Investing
- ·The full record, as it builds
Funding rounds
No funding rounds for Folio Investing are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Folio Investing
Operator of online investment technology services catering to the financial services industry. The company offers a platform with unlimited folio and number of accounts, with a minimal monthly fee to alleviate the worry and limitations imposed by trade commissions, thereby enabling clients no charge for the first 60 days after they fund their account helping them invest consistently on any budget.
- Sector
- Financial Services
- HQ
- McLean, VA, United States
- Employees
- 160
- Website
- folioinvesting.com/
- Ownership
- Acquired/Merged
Folio Investing 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 Investing 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 Investing in its N-PORT filings yet. We sweep new filings monthly.