VIA Folio empowers clients of portals, issuers and intermediaries to invest in alternative assets such as private debt and equity, public offerings, and hedge funds. It does this by supporting the process of offering, subscription, closing, and custody on the Folio Investments, Inc. brokerage platform. Investors and advisors can hold multiple private securities in a single Folio brokerage account, alongside publicly traded securities. This integrated approach facilitates the inclusion of private securities in both taxable and tax-deferred accounts. ©2018 by FOLIOfn, Inc. Folio Investing®, Folio Institutional®, Folio Advisor®, Folio Client®, FOLIOfn®, Folios®, and VIA Folio® are trademarks of FOLIOfn, Inc. All rights reserved. Securities products and brokerage and clearing services are offered by Folio Investments, Inc., a registered broker-dealer and member FINRA/SIPC. Investment advisory services are offered through FOLIO Research, LLC, an investment advisor registered with the Commonwealth of Virginia. Folio Investments, Inc. and FOLIO Research, LLC are separate, wholly owned subsidiaries of FOLIOfn, Inc.
View Top Employees from VIA FolioWebsite | https://www.viafolio.com |
Revenue | $6 million |
Employees | 1 (0 on RocketReach) |
Founded | 2014 |
Address | 8180 Greensboro Drive Ste. 800, McLean, Virginia 22301, US |
Phone | (888) 485-3456 |
Industry | Financial Services, Insurance |
SIC | SIC Code 67 Companies, SIC Code 672 Companies |
NAICS | NAICS Code 5259 Companies, NAICS Code 525 Companies, NAICS Code 52 Companies, NAICS Code 52599 Companies, NAICS Code 525990 Companies |
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The VIA Folio annual revenue was $6 million in 2024.
VIA Folio is based in McLean, Virginia.
The NAICS codes for VIA Folio are [5259, 525, 52, 52599, 525990].
The SIC codes for VIA Folio are [67, 672].