Company profile: Folio Investing
1.1 - Company Overview
Company description
- Provider of online brokerage, securities dealing and underwriting, mutual funds, and online investment services, offering Folio Portfolios of up to 100 stocks, mutual funds and ETFs; window trading in dollar amounts and fractional shares; Tax Football to manage tax impacts; flat-fee pricing with commission-free window trades; margin borrowing; and RTG ready-to-go customizable portfolios.
Products and services
- Flat-Fee Pricing: Flat-fee plan delivering unlimited accounts and up to 2,000 commission-free window trades monthly, optimizing cost control for active folio investors
- Folio Portfolios: Custom-engineered portfolios enabling single-transaction purchase, sale, and customization of up to 100 stocks, mutual funds, and ETFs for diversified brokerage investing
- Window Trading and Fractional Shares: Fractional-capable system enabling trading in dollar amounts, including fractions of shares, with unlimited folios trading without cost concerns for efficient portfolio adjustments
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Folio Investing
DriveWealth
HQ: United States
Website
- Description: Provider of an API-driven platform for trading, investing, retirement, and rewards that supports regulatory-compliant retail offerings. Helps banks and broker-dealers modernize systems, migrate assets, and reduce costs; powers digital wallets with fractional investing; embeds investing for consumer brands; supports asset managers with automated rebalancing; offers self-directed trading.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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Vise
HQ: United States
Website
- Description: Provider of an AI-driven investment management platform for financial advisors.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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SmartX Advisory Solutions
HQ: United States
Website
- Description: Provider of a UMA/SMA platform giving advisors access to institutional-quality managers. SMArtY delivers model portfolios from global asset managers plus tools like automated rebalancing and tax harvesting. Also offers BillFiX for automated billing with integrations, a data analytics platform for asset manager insights, and APIs to streamline advisory firm processes and enhance product delivery and client experience.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Fintup
HQ: Spain
Website
- Description: Provider of exclusive insurance agent services and investment platforms, including SEGO Venture for equity crowdfunding in startups, SEGO Factoring for crowdfactoring by purchasing invoices, SEGO Funds for automated investment in index and thematic Unit Linked funds with a minimum contribution of 50 euros, and SEGO Real Estate for real estate crowdlending.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Fintup company profile →
NinjaTrader
HQ: United States
Website
- Description: Provider of trading software and brokerage services for futures, forex, and equities, offering advanced charting, market analysis, automated trading, trade execution, market data access, API-based custom strategy development, simulated trading, and access to micro futures contracts including Micro E-Mini, Micro Crude Oil, and Micro Bitcoin.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full NinjaTrader company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Folio Investing
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Folio Investing
2.2 - Growth funds investing in similar companies to Folio Investing
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4 - Top valuation comps for Folio Investing
4.2 - Public trading comparable groups for Folio Investing
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