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FolioBeyond logo — FolioBeyond constructs high-quality, transparent, and cost-e...

FolioBeyond

FolioBeyond constructs high-quality, transparent, and cost-effective Fixed Income and Equity strategies for investors.

Founded 2017 United States New York, United States 6 employees Financial Services, Wealth Management

General Information

Company Name FolioBeyond
Founded Year 2017
Location United States New York, United States
Employees 6
Industries Financial Services, Wealth Management
Social

BounceWatch is an independent company data service, not affiliated with FolioBeyond. To contact FolioBeyond, visit foliobeyond.com.

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About FolioBeyond

FolioBeyond is a Financial Services and Wealth Management startup founded in 2017. The company specializes in constructing high-quality, transparent, and cost-effective Fixed Income and Equity strategies for investors. FolioBeyond offers asset managers with high-quality investment management solutions that are transparent, cost-effective, and easy to deploy. This enables asset managers to focus on attracting and retaining clients and assets, without compromising on investment performance. The company stands out in the fintech industry by utilizing the full breadth of ETF offerings for a rules-based approach, providing institutional quality solutions that independent advisors need to succeed with current and future generations of investors. FolioBeyond's offerings include a multi-factor Fixed Income strategy, available as an ETF and through a co-branded index, which can be tailored to meet client requirements for variations in risk tolerance or sector breadth. Additionally, its rules-based Equity strategies, weighted by Volatility and Style Factors, are executed as Separately Managed Accounts. As of now, FolioBeyond has not disclosed its last investment and the associated investors. The company is headquartered in the United States. FolioBeyond's commitment to transparency, cost-effectiveness, and tailored investment strategies positions it as an attractive prospect for potential venture capital investment.

Business keywords: Investment Management, ETFs, Fixed Income, Equity, Financial Technology, Multi-factor Strategy, Rules-based Approach, Transparent, Cost-effective, Institutional Quality Solutions, Separately Managed Accounts, Volatility, Style Factors

No funding data available for FolioBeyond yet.

FolioBeyond Alternatives & Competitors

View All Alternatives
FolioBeyond vs
Eagle Global Advisors
Eagle Global Advisors United States

Eagle Global Advisors manages assets for a diverse group of investors.

20 employees
Financial Services, Wealth Management
FolioBeyond vs
Montag & Caldwell
Montag & Caldwell United States

Proprietary & Time-Tested Investment Strategies.

22 employees
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FolioBeyond vs
insoro
insoro Germany

software for investment professionals.

Seed
6 employees
Financial Services, Fintech
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FAQ About FolioBeyond

FolioBeyond constructs high-quality, transparent, and cost-effective Fixed Income and Equity strategies for investors.
FolioBeyond was founded in 2017.
FolioBeyond is headquartered in New York, United States.
FolioBeyond operates in Financial Services and Wealth Management. Its work centres on Investment Management, ETFs, Fixed Income and Equity.
FolioBeyond has approximately 6 employees.
Top alternatives and competitors to FolioBeyond include Eagle Global Advisors, Montag & Caldwell, insoro, Rosecut, Plutus Associates Capital Limited. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
FolioBeyond and Eagle Global Advisors are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for FolioBeyond, https://bouncewatch.com/company/foliobeyond, updated 29 October 2024. When citing, please name BounceWatch and link this page.

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