Join Folio's community of more than 400 financial institutions that have partnered with us to grow their businesses.

We serve financial services firms of all sizes and provide advanced solutions to help drive success.  But, what's important to us is you.   Your growth is our growth, and we don't forget that.

Our consultative sales team will discuss your business goals and what may be holding you back. Together, we'll design a personalized solution that addresses your firm's needs. 

Folio's advisor onboarding team will provide training, account set-up, and other assistance to help make transitioning your clients' assets to Folio seamless and efficient. 

Once you're using our platform, Folio's relationship management team can help you get the most value from all aspects of our powerful technology. As questions arise, our team will be there to support and guide you.

 
 

Looking for a custodian who will partner with you to grow your business?

Let's get started!

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