Folio - Crunchbase Company Profile & Funding

Q: Where is Folio's headquarters?

Folio is located in Tokyo, Tokyo, Japan.

Q: Who invested in Folio?

Folio has 15 investors including Okasan Securities And SBI Group.

Q: When was the last funding round for Folio?

Folio closed its last funding round on obfuscated from a Corporate Round round.

Overview

Folio

Total Funding

obfuscation

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

AI Content may contain mistakes and is not legal, financial or investment advice.

Learn more.

Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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About Folio

CB Rank

49014

Folio is a consulting company that offers AI-driven and automated investment services and a platform for financial institutions.

Founded

obfuscation

Private

Corporate Round

Tokyo, Tokyo, Japan

11-50

corp.folio-sec.com/

Artificial Intelligence (AI)

Asset Management

Consulting

Financial Services

Funding Rounds

Corporate Round

OBF

obfuscation

Venture - Series Unknown

OBF

obfuscation

Corporate Round

OBF

obfuscation

Key People

Shinichiro Kai: CEO and Founder
Moe Hiroko: CDO

Details

Sub-Organization of

FOLIO Holdings

Legal Name

FOLIO Co., Ltd.

Operating Status

Active

Company Type

For Profit

Founders

Shinichiro Kai

About the Company

FOLIO is a financial Instruments Business Operator .

Phone Number

+81 309- 903-436

Contact Email

contact@folio-sec.com

Predictions & Insights

Growth Insight

See this Growth Insight

Folio is

Lorem

to be growing

Top Contributing Factors

Recently Raised Funding

Growth Prediction

See this Growth Prediction

Products & Services

AI Investment ROBOPRO

An AI-driven robo-advisor that predicts market trends and dynamically adjusts asset allocation for long-term investment management.

Omakase Investment (おまかせ投資)

A robo-advisor service that proposes and manages optimal investment plans based on user responses to three questions, using Nobel Prize-winning portfolio theory algorithms.

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Financials

Company Funding

Funding Rounds

Investors

Total Funding Amount

obfuscation

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Corporate Round - Folio	1	obfuscated obfuscation	Okasan Securities	Corporate Round
obfuscated obfuscation	Corporate Round - Folio	1	obfuscated obfuscation	Okasan Securities	Corporate Round
obfuscated obfuscation	Corporate Round - Folio	1	obfuscated obfuscation	Okasan Securities	Corporate Round
obfuscated obfuscation	Corporate Round - Folio	1	obfuscated obfuscation	Okasan Securities	Corporate Round
obfuscated obfuscation	Corporate Round - Folio	1	obfuscated obfuscation	Okasan Securities	Corporate Round

Funding Rounds

Total Funding Amount

obfuscation

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Corporate Round - Folio	1	obfuscated obfuscation	Okasan Securities	Corporate Round
obfuscated obfuscation	Corporate Round - Folio	1	obfuscated obfuscation	Okasan Securities	Corporate Round
obfuscated obfuscation	Corporate Round - Folio	1	obfuscated obfuscation	Okasan Securities	Corporate Round
obfuscated obfuscation	Corporate Round - Folio	1	obfuscated obfuscation	Okasan Securities	Corporate Round
obfuscated obfuscation	Corporate Round - Folio	1	obfuscated obfuscation	Okasan Securities	Corporate Round

Investors

Unlock company funding data, including rounds, dates, amounts, and investors.

Investor Name	Lead Investor	Funding Round	Partners
Okasan Securities	Yes	Corporate Round - Folio	—
Okasan Securities	Yes	Corporate Round - Folio	—
Okasan Securities	Yes	Corporate Round - Folio	—
Okasan Securities	Yes	Corporate Round - Folio	—
Okasan Securities	Yes	Corporate Round - Folio	—