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Folio Investing
What Does Folio Investing Do?
FolioFn, Inc. (often referred to as Folio Institutional or Folio Financial) was an American financial technology company founded in 1999 by Steven M.H. Wallman. It provided brokerage, custody, and financial technology services to investment advisors, financial institutions, and individual investors. FolioFn was known for its pioneering work in fractional share investing and offering 'folios' – customizable baskets of stocks, ETFs, and mutual funds. In May 2020, Goldman Sachs announced its acquisition of Folio Financial, including its clearing brokerage and custody business. The assets and technology were integrated into Goldman Sachs Advisor Solutions, enhancing their offerings for Registered Investment Advisors (RIAs).
Where Is Folio Investing's Headquarters?
HQ Function
Served as the central hub for all corporate operations, technology development, client services, and strategic decision-making for FolioFn's investment platform and brokerage services before its acquisition.
Notable Features:
The office was likely a modern corporate facility designed to support a technology-focused financial services firm, with open-plan areas for collaboration and secure infrastructure for financial operations. Specific architectural details are not widely publicized.
Work Culture:
As a fintech innovator, FolioFn likely fostered a culture of innovation, agility, and customer-centricity. Employees probably experienced a dynamic environment focused on developing cutting-edge financial tools and services.
HQ Significance:
The McLean headquarters was significant as the birthplace of FolioFn's pioneering fractional share trading technology and its folio-based investment model, which democratized access to diversified portfolios.
Values Reflected in HQ: The headquarters would have reflected values of technological advancement, financial accessibility, and robust service delivery in the investment sector.
Location:
FolioFn's primary market focus was the United States, serving American investment advisors, financial institutions, and individual investors. While its technology had global applicability, its direct operational footprint was largely U.S.-based. Following the acquisition, its capabilities are now part of Goldman Sachs' global financial services network.
Street Address:
8180 Greensboro Drive, Suite 800
City:
McLean
State/Province:
Virginia
Country:
USA
Where Else Does Folio Investing Operate Around the World?
Information Not Widely Publicized
Address: N/A
N/A
Buying Intent Signals for Folio Investing
Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.
Who's Leading Folio Investing? Meet the Executive Team
As of April 2025, Folio Investing' leadership includes:
Who's Investing in Folio Investing?
Folio Investing has been backed by several prominent investors over the years, including:
What Leadership Changes Has Folio Investing Seen Recently?
As FolioFn was acquired by Goldman Sachs in May 2020, there have been no executive hires or exits for FolioFn as an independent company in the last 12 months. Any leadership changes would be within the context of Goldman Sachs Advisor Solutions.
What Technology (Tech Stack) Is Used byFolio Investing?
Discover the tools Folio Investing uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Folio Investing Email Formats and Examples
Prior to its acquisition, FolioFn likely utilized common corporate email formats. The most typical structures for companies of its nature would be [first_initial][last]@domain.com or [first].[last]@domain.com.
[first_initial][last]@foliofn.com or [first].[last]@foliofn.com (example formats)
Format
swallman@foliofn.com (hypothetical based on common format for Steven Wallman)
Example
0 (This domain is no longer actively used for FolioFn post-acquisition; communications are through Goldman Sachs channels)%
Success rate
What's the Latest News About Folio Investing?
Goldman Sachs Press Release • May 14, 2020
Goldman Sachs to Acquire Folio Financial
Goldman Sachs announced an agreement to acquire Folio Financial, a leading execution, clearing and custody technology provider that serves independent Registered Investment Advisors (RIAs). The acquisition was aimed at expanding Goldman Sachs' offerings to the RIA market....more
Financial Advisor Magazine • September 18, 2020
Goldman Sachs Completes Folio Financial Acquisition
Goldman Sachs announced the completion of its acquisition of Folio Financial. The integration aimed to combine Folio's technology and brokerage features with Goldman Sachs's investment products and services for RIAs....more
PR Newswire (via Folio Institutional) • February 10, 2015
Folio Institutional Unveils New Model Manager Exchange for Investment Advisors
Folio Institutional announced the launch of its Model Manager Exchange, a platform allowing advisors to access, customize, and implement investment models from third-party managers and themselves directly within the Folio platform....more
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