Folio

Helping wealth managers build strong advisory relationships — Folio is an investment intelligence platform built for wealth advisors

Finance·Launched Feb 2018·Signal Score 11.1·0 upvotes

▲Upvote0

LivenessActiveRankScore 11.1Last commit—SO tag heat—Press sentiment 7d—Hiring—Cohort 2018+0.0 WoW

What it is

Helping wealth managers build strong advisory relationships — Folio is an investment intelligence platform built for wealth advisors. Users can integrate client portfolios from brokerages like Fidelity, E*Trade, Vanguard & more. Folio provides personalized investment ideas, portfolio analytics, stock screening functions using alternative data, investment scenario building, alerts for insider trades, and chat. [iPad, Productivity, API]

Signal score

vs category avg: +-53.9

11.1+0.0 WoW

Funding history

No disclosed funding rounds yet. SEC EDGAR + press scrape runs weekly.

Moat

Defensibility not yet classified. Weekly moat enrichment runs Sundays.

Press mentions

0 lifetime · 0 shown

No press mentions found.

Discussion 0 comments

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Vitalslive · 21:50 UTC

Signal

11.1+0.0

Rank in cat

—

Upvotes

—

Press 30d

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Founders

Not yet researched. Weekly founder enrichment runs Sundays.

Liveness probedaily 04:30 UTC

Not yet probed

GitHub activitydaily 04:15 UTC

No GitHub data available

Stack Overflow tag heatweekly Sun

Category tags · 30d / lifetime ratio

large-language-model

0.59%

openai-api

0.035%

langchain

0.14%

huggingface

0.057%

Category heat (avg)—

Press sentiment · 7d rollinghourly

+0.72

Strongly positive

7 mentions in window

growthagenticproductvs competitors

Cohort survival · Class of 2018weekly

Products in the 2018 cohort. Cohort survival data is not yet computed for individual products.

Median Lifespan

4.2y

Cohort Rank

—

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