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Folio Financial, Inc.

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Folio Financial, Inc. Snapshot

2.7
based on 85 ratings

32% would recommend to a friend

avatar

Steve Wallman

38% approve of CEO

Mission FOLIOfn Investments, Inc. is a wholly owned subsidiary of Folio Financial, Inc., which provides investment technology, management consulting and other services to the financial services industry.

We strive to:

Make it easier for investors to enjoy the value of a diversified portfolio
Reduce investment costs, trading commissions, and capital gains taxes
Leverage new technologies to improve the user experience
Give investors greater control over what they own—an advantage denied to mutual fund investors
Description Folio Investing is the online broker dedicated to making investing better – for individual investors and the people who serve them. Over the past fifteen years, we’ve built our web-based brokerage platform using patented technology that’s second to none. Folio Investing is proud to sit at the nexus of high tech and high finance.

Life at Folio Financial, Inc.

Glassdoor gives you an inside look at what it's like to work at Folio Financial, Inc., including salaries, reviews, office photos, and more. This is the Folio Financial, Inc. company profile. All content is posted anonymously by employees working at Folio Financial, Inc..