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Insight Folios Logo
Insight Folios CB Rank
995599
Heat Score
71
Insight Folios is a consulting firm focusing on retirement, insurance, estate, taxes, investing, and planning.
Founded
obfuscation
Private Charlotte, North Carolina, United States11-50 www.insightfolios.com/
Consulting
Financial Services
InsurTech
Retirement
Overview

Insight Folios
Heat Score
71

Growth Score
pts
in past quarter
Heat Score 71
-2 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 Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Insight Folios

CB Rank
995599
Insight Folios is a consulting firm focusing on retirement, insurance, estate, taxes, investing, and planning.
Founded
obfuscation
Private Charlotte, North Carolina, United States11-50 www.insightfolios.com/
Consulting
Financial Services
InsurTech
Retirement

Key People

Details

Operating Status Active
Company Type For Profit
Phone Number +1 704-529-9500
Contact Email info@insightfolios.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1 Contacts 3

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

184
-83.97%
 in past month

IT Spend

$227.5KThis year, Insight Folios is projected to spend $227.5K on IT, according to Aberdeen.

Active Website Tech Count

43Insight Folios is actively using 43 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Viewport Meta, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Insight Folios's headquarters? Insight Folios is located in Charlotte, North Carolina, United States.Who are Insight Folios's competitors? Alternatives and possible competitors to Insight Folios may include Sensible Money, Tobias Financial Advisors, and  The Retirement Solution.
Who We Are
What We Do
Helpful Links
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