Folio Investing Email Format

Financial ServicesVirginia, United States11-50 Employees

Folio Investing operates a self-directed brokerage that enables individuals to create and manage multiple customized, diversified portfolios called folios. Each folio can hold up to 100 stocks, ETFs, or mutual funds, and users may choose from more than 160 ready-to-go folios or tailor their holdings themselves. The platform supports fractional share trading, uses a flat-fee pricing model with 2,000 commission-free window trades per month for $29, and includes patented tax management tools along with access to private investment opportunities, with optional professional services through Folio Institutional.

Based in McLean, Virginia, Folio Investing is positioned within the financial services sector, serving individual investors and financial professionals seeking low-cost diversification. Recent developments in 2020 involved corporate changes through acquisitions by Goldman Sachs and Interactive Brokers of Folio's self-directed retail segment, reflecting consolidation in the online brokerage landscape.

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