Insight Folios Email Formats

Financial Services • Charlotte, North Carolina, United States • 1-10 Employees

Insight Folios Email Formats

Insight Folios uses 3 email formats. The most common is {first name} (e.g., john@insightfolios.com), used 50% of the time.

Format	Example	Percentage
{first name}	john@insightfolios.com	50%
{first initial}{last name}	jdoe@insightfolios.com	33.3%
{first initial}	j@insightfolios.com	16.7%

Key Contact at Insight Folios

Bryan Dustman

Evp, Director Of Operations

Company overview

Headquarters	13777 Ballantyne Corporate Pl, Charlotte, North Carolina 28277, US
Phone number	+17045299500
Website	insightfolios.com
NAICS	52
SIC	628
Founded	2004
Employees	1-10
Socials

About Insight Folios

At Insight Folios our job is to make the complications surrounding Wall Street understandable and accessible. We work for people like you, folks who are tired of the deceptive business practices prevalent in the retail mutual fund industry. We provide you with investment strategy tools along with our industry clarifying Simplicitree financial planning software, that is simple to use but delivers guidance and sophisticated financial advice. It's time you stop taking the financial industry at its word and Start empowering your future with planning you can trust. Fee based financial planning and investment advisory services are offered through Insight Folios Inc, a SEC Registered Investment Advisor. The firm only transacts business in states where it is notice filed, or is excluded or exempted from notice filing requirements Insurance products and services are offered through individually licensed and appointed agents in various jurisdictions. Insight Folios Inc does not offer legal or tax advice.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Vice President

Employees by Department

Insight Folios has 2 employees across 1 departments.

Departments

Number of employees

Funding Data

Insight Folios has never raised funding before.

Insight Folios Tech Stack

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

AddThis

Widgets

Site Kit

Analytics

Vimeo

Video players

jQuery Mobile

Mobile frameworks

PWA

Miscellaneous

lit-element

JavaScript libraries

jQuery UI

JavaScript libraries

Google Maps

Maps

Hotjar

Analytics

lit-html

JavaScript libraries

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Frequently asked questions

Insight Folios is located in Charlotte, North Carolina, US.

You can reach Insight Folios at +17045299500.

Insight Folios was founded in 2004, making it 22 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Insight Folios

Bryan Dustman

Evp, Director Of Operations

4.8

40,000 users