FolioBeyond
Likely to Engage tag.Highly Engaged Employees

Financial Software · New York, United States · 11-50 Employees

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Overview

Headquarters

1325 Avenue of the Americas Ste 2302, Ne...

Revenue

$5.3 Million

Industry

Financial Software Software Software Testing Business Services
ZI Rank: 1
Signal Type
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ZI Rank
1
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1

About FolioBeyond

FolioBeyond is a revolutionary investment technology platform that offers advanced algorithms and investment strategies to both individual and institutional investors. The platform is designed to cater to the needs of wealth managers and investment advisors, providing them with innovative tools for investment management. By leveraging cutting-edge technology, FolioBeyond aims to enhance the investment decision-making process for its clients. The company serves a diverse clientele, including institutions and individuals seeking sophisticated investment solutions.Explore more
FolioBeyond's Social MediaPopular SearchesFolioBeyondFolio BeyondSIC Code 73,737NAICS Code 54,541Show more

FolioBeyond Org Chart

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Insurance Investment Solutions Head

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Yung Lim, Chief Executive Officer & Chief Investment Officer at FolioBeyond
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Chief Executive Officer & Chief Investment Of...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

FolioBeyond

$5.3M
11-50
Private
-
2018
WM
William MeaneyInsurance Investment Solutions Head
$15.2M
11-50
Private
-
2000
John Sundeen, Executive Vice President & Chief Administrative Officer at Delaware Funds by Macquarie
John SundeenExecutive Vice President & Chief Administrative Officer
$9.1M
11-50
Private
-
1984
CD
Chantal DeckerExecutive VP, Compliance
$7.9M
11-50
Private
<$5M
1990
CT
Cyril TheccanatPresident & Chief Investment Officer
<$5M
11-50
Private
-
1868
Bob Pfeifer, Chief Compliance Officer at Frost Investment Advisors
Bob PfeiferChief Compliance Officer
<$5M
1-10
Private
-
2010
N/A
<$5M
1-10
Private
-
2005
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Company Profile Activity

i

Among all Software companies

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High Activity

Activity Insights

FolioBeyond is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

FolioBeyond is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about FolioBeyond.

FolioBeyond Tech Stack

A closer look at the technologies used by FolioBeyond

FolioBeyond News & Media

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Top Financial Software Companies

Frequently Asked Questions Regarding FolioBeyond

What is FolioBeyond's official website?
FolioBeyond's official website is www.foliobeyond.com
What is FolioBeyond's Revenue?
FolioBeyond's revenue is $5.3 Million
What is FolioBeyond's SIC code?
FolioBeyond's SIC: 73,737
What is FolioBeyond's NAICS code?
FolioBeyond's NAICS: 54,541
How many employees does FolioBeyond have?
FolioBeyond has 11-50 employees
What industry does FolioBeyond belong to?
FolioBeyond is in the industry of: Financial Software, Software, Software Testing
What is FolioBeyond competition?
FolioBeyond top competitors include: Integrity Fixed Income Management, Golden City Investment, Frost Investment Advisors, Smith Graham
What technology does FolioBeyond use?
Some of the popular technologies that FolioBeyond uses are: Google Universal Analytics, MailChimp, Squarespace Online Stores, Adobe Typekit
What does FolioBeyond do?

FolioBeyond is a revolutionary investment technology platform that offers advanced algorithms and investment strategies to both individual and institutional investors. The platform is designed to cater to the needs of wealth managers and investment advisors, providing them with innovative tools for investment management. By leveraging cutting-edge... technology, FolioBeyond aims to enhance the investment decision-making process for its clients. The company serves a diverse clientele, including institutions and individuals seeking sophisticated investment solutions.Read More

What are FolioBeyond social media links?
FolioBeyond Linkedin page FolioBeyond Twitter page
Is FolioBeyond a public company?
FolioBeyond is private company therefore does not currently have an official ticker symbol
See more information about FolioBeyond

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