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Products/Finance/FolioVC Report ↗
Folio

Folio

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

Finance·Launched Feb 2018·0 upvotes·folio.money
Upvote0Visit Website
DEAD (404)since Jun 20, 2026 · HTTP 404
CohortClass of 2018

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]

HTTP liveness

15 probes since Jun 11
Jun 11Jul 13
AliveHard-dead (404/5xx/parked)RedirectedUnverified (timeout/DNS/block)

Observed events

probes · press · GitHub
  1. Jul 13, 2026
    Went dark
    Dead · 404
  2. Jun 20, 2026
    Probe inconclusive
    Unknown
  3. Jun 11, 2026
    First probe — redirected
    Redirected offsite

Moat

Data moat
weak
weak · 0.60 confidence
Text classification · Jun 2026

Discussion 0 comments

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Pulse Indexobserved activity
15 probes0 pressGitHub –Tranco –

Not enough observed signals for a Pulse Index (needs 2+ signal families).

Cohort survival · Class of 2018weekly

2,435 products launched in 2018 · 100% still active

2,425 active10 sunset
Still active
100%
Median lifespan
4.9y