Grow Your Business with Folio Institutional

We are a unique brokerage, custodian, and financial technology company—all in one

Leverage our innovative technology and holistic solutions. We provide services to:

Benefit from the Folio Advantage

An Integrated Solution

Simplify your life by eliminating the need for multiple service providers. Our turnkey online platform has it all—from model management and tax optimization, to performance reporting and billing—all seamlessly integrated with our brokerage and custody services solution.

Deliver Services Efficiently

Scale your business and realize significant cost and time efficiencies with our paperless platform, modular robo technology, automated exclusions, and much more. Manage each account to your client's preferences—and manage all your accounts with mass customization.

Innovate & Differentiate

Stand out and enhance your competitiveness with pioneering innovations such as our patented Tax Football®, private and alternative investments, dollar-based and fractional share trading, model management, branded client portal and access to hundreds of third-party portfolios.

Feel Valued, Be Valued

You matter. We serve some of the largest financial services firms in the country, and some that are just starting to build their business. We remember being small and want to partner with you so we can grow together.

Learn more about why Folio

Modules, Robos and API Services

Automate your account opening with Advisor ConnexionTM, our customizable, turnkey modular platform for advisors, build your own robo by leveraging our API services, or partner with us to build tailored solutions that fit your clients just right.

We couldn't manage our business if we had to make individual account changes. Folio Institutional changed our practice and the dynamics of what we can offer our clients. Folio makes life easy.

Vance Howard
Howard Capital Management president and CEO

Advisors talking about Folio

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Folio In the News


Think Advisor

Shining a Light on Bitcoin

Cryptocurrencies are now center stage, as advisors grapple with the associated opportunities and risks.


FA Mag logo

Custodians Offer High Tech Goodies

Unlike some of its larger peers, McLean, Va.-based Folio was built as a technology firm first and does not come from the traditional custody and clearing business.

Quovo logo

Q&A with Greg Vigrass of Folio Institutional

Quovo sat down with Greg Vigrass of Folio Institutional to get his thoughts on robo-advisors, "non-millennial millennials," and how tech can impact a firm's culture.

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