Folio Institutional

Folio Institutional is a company that offers an integrated brokerage and custodial platform with advanced financial technology. Their patented, state-of-the-art trading, portfolio, and client management tools cater to institutions and over 420 financial advisor firms nationwide, managing billions of dollars in assets. Founded in 2000, Folio Institutional is a subsidiary of FOLIOfn, Inc., holding trademarks such as Folio Investing®, Folio Institutional®, and VIA Folio®. They provide securities products and brokerage and clearing services through Folio Investments, Inc., a registered broker-dealer and member of FINRA/SIPC. Additionally, investment advisory services are offered through FOLIO Research, LLC, a registered investment advisor based in the Commonwealth of Virginia. Although there is no specific information available regarding their last investment and investors, Folio Institutional's focus on advanced financial technology and their extensive client base position them as a noteworthy player in the industry.