Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
FormulaFolios Logo
FormulaFolios Growth Score
85
CB Rank
1121284
Heat Score
44
FormulaFolios is a Financial institution offering financial management, and investment advisory solutions in Grand Rapids, Michigan.
Founded
obfuscation
Private Grand Rapids, Michigan, United States11-50 formulafolios.com
Financial Services
Overview

FormulaFolios
Growth Score
85
Heat Score
44

Growth Score85
-1 pts
in past quarter
Heat Score 44
-4 pts
in past quarter

Company Performance Metrics

Score
Trend
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
Learn More >
Recent Events
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
See more interactive data and historical milestones on desktop for the best experience

About FormulaFolios

CB Rank
1121284
FormulaFolios is a Financial institution offering financial management, and investment advisory solutions in Grand Rapids, Michigan.
Founded
obfuscation
Private Grand Rapids, Michigan, United States11-50 formulafolios.com
Financial Services

Details

Operating Status Active
Company Type For Profit
Founders  Jason Wenk
Phone Number 616-667-2150
Predictions & Insights

Growth Prediction

See this Growth Prediction

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 12
News

News and Press

News•Jul 8, 2020
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

42

IT Spend

$2.8MThis year, FormulaFolios is projected to spend $2.8M on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Newegg Logo
Newegg
79
Gift with Purchase (GwP) Logo
Gift with Purchase (GwP)
72
Nvidia Corporation Logo
Nvidia Corporation
66

Actively Used Products

8FormulaFolios uses 8 technology products and services including HTML5, Gravity Forms, and  Google Fonts, according to G2 Stack.

Active Website Tech Count

44FormulaFolios is actively using 44 technologies for its website, according to BuiltWith. These include LetsEncrypt, Google Font API, and  U.S. Server Location.
Sub-Organizations
Frequently Asked Questions

Where is FormulaFolios's headquarters? FormulaFolios is located in Grand Rapids, Michigan, United States.Who are FormulaFolios's competitors? Alternatives and possible competitors to FormulaFolios may include Betterment, Charles Schwab, and  Envestnet.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(8ea058e 1)
|