FolioBeyond

FolioBeyond constructs high-quality, transparent, and cost-effective Fixed Income and Equity strategies for investors.

General Information
Company Name
FolioBeyond
Founded Year
2017
Location (Offices)
New York, United States +1
Founders / Decision Makers
Number of Employees
6
Industries
Financial Services, Wealth Management
Funding Stage
-
Social Media

FolioBeyond - Company Profile

FolioBeyond is a Financial Services and Wealth Management startup founded in 2017. The company specializes in constructing high-quality, transparent, and cost-effective Fixed Income and Equity strategies for investors. FolioBeyond offers asset managers with high-quality investment management solutions that are transparent, cost-effective, and easy to deploy. This enables asset managers to focus on attracting and retaining clients and assets, without compromising on investment performance. The company stands out in the fintech industry by utilizing the full breadth of ETF offerings for a rules-based approach, providing institutional quality solutions that independent advisors need to succeed with current and future generations of investors. FolioBeyond's offerings include a multi-factor Fixed Income strategy, available as an ETF and through a co-branded index, which can be tailored to meet client requirements for variations in risk tolerance or sector breadth. Additionally, its rules-based Equity strategies, weighted by Volatility and Style Factors, are executed as Separately Managed Accounts. As of now, FolioBeyond has not disclosed its last investment and the associated investors. The company is headquartered in the United States. FolioBeyond's commitment to transparency, cost-effectiveness, and tailored investment strategies positions it as an attractive prospect for potential venture capital investment.

Taxonomy: Investment Management, ETFs, Fixed Income, Equity, Financial Technology, Multi-factor Strategy, Rules-based Approach, Transparent, Cost-effective, Institutional Quality Solutions, Separately Managed Accounts, Volatility, Style Factors

Funding Rounds & Investors of FolioBeyond (0)

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There is no investment information

Latest News of FolioBeyond

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