Since Folio launched in 2000, we have been dedicated to transforming the way people invest for the better. No other brokerage offers our unique combination of patented innovations, powerful platform, passion, and determination to help investors reap the benefits of smarter investing.
Our focus on investment innovation has enabled us to build a leading platform for low-cost diversification, suitable for clients and investors of any size.
The company was founded in 2000 by Steven Wallman, a former commissioner of the Securities and Exchange Commission, who is widely recognized for his advocacy on behalf of investors. During his years as an SEC Commissioner, he saw first-hand how the needs of many investors were not fully met by existing financial institutions and existing financial investment vehicles. With the Folio platform: