Who is FolioFirst?
FolioFirst is brought to you by Folio Financial, a financial technology leader and pioneer in online investing.
Steve Wallman, a former Securities and Exchange Commisioner, founded Folio Financial in 2000, as he saw first hand how the needs of many investors were not being met by existing financial institutions and solutions. He is widely recognized today for his advocacy on behalf of everyday investors.
Since 2000, Folio serves tens of thousands of customers, and we're the custodian for billions of dollars in assets. Our customers range from individual investors to some of the largest financial institutions in the United States.