Folio Institutional Email Formats

Investment Management • Vienna, Virginia, United States • 1-10 Employees

Key Contact at Folio Institutional

Alex Plechash

Vice President & Division Manager

Company overview

Headquarters	8180 Greensboro Dr., Ste. 800, McLean, VA 22102, US
Phone number	+18882305635
Websites	folioinstitutional.com folioinvesting.com folioidentity.com
NAICS	5231
Keywords	Custody, Clearing, Advisor Services, Online Brokerage, Advisor-Guided Robo Asset Management, Commission-Free Trading, Model Asset Management, Retirement Plan Solutions, Ria Trading Technology, Tax Management Tools
Founded	2000
Employees	1-10
Socials

About Folio Institutional

Folio Institutional provides an integrated brokerage and custodial platform featuring patented, state-of-the art trading, portfolio and client management tools. Folio Institutional supports institutions and more than 420 financial advisor firms nationwide that have billions of dollars in assets on the Folio platform. ©2018 by FOLIOfn, Inc. Folio Investing®, Folio Institutional®, Folio Advisor®, Folio Client®, FOLIOfn®, Folios®, and VIA Folio® are trademarks of FOLIOfn, Inc. All rights reserved. Securities products and brokerage and clearing services are offered by Folio Investments, Inc., a registered broker-dealer and member FINRA/SIPC. Investment advisory services are offered through FOLIO Research, LLC, an investment advisor registered with the Commonwealth of Virginia. Folio Investments, Inc. and FOLIO Research, LLC are separate, wholly owned subsidiaries of FOLIOfn, Inc.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Explore Folio Institutional's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2000-07-23	1	$15,000,000

Funding Insights

$15,000,000

Total funding amount

$15,000,000

Most recent funding amount

Number of funding rounds

Folio Institutional Tech Stack

Discover the technologies and tools that power Folio Institutional's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Modernizr

JavaScript libraries

Salesforce

CRM

Google Hosted Libraries

CDN

reCAPTCHA

Security

Kendo UI

UI frameworks

jQuery

JavaScript libraries

Java

Programming languages

HSTS

Security

Font Awesome

Font scripts

Bootstrap

UI frameworks

jQuery UI

JavaScript libraries

Frequently asked questions

Folio Institutional is located in Vienna, Virginia, US.

You can reach Folio Institutional at +18882305635.

Folio Institutional was founded in 2000, making it 26 years old. The company has established itself as a significant player in its industry over this time.

Folio Institutional has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Folio Institutional has raised a total of $15,000,000 across 1 funding rounds. This investment has helped the company grow and expand its operations.

Key Contact at Folio Institutional

Alex Plechash

Vice President & Division Manager

4.8

40,000 users