Folioscore
Business Services · United States · 11-50 Employees
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Overview
Headquarters
United StatesWebsite
www.folioscore.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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1
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1
About Folioscore
Folioscore allows you to audit your financial advisor. Although research reveals many investors are displeased with their current financial advisor, few have taken action. Instead most remain unsettled, lacking the insight and tools necessary to adequately assess whether the fee they pay their advisor is for advice or attendance. Foliscore is not about timing the market or picking winning stocks, it is designed to help you accomplish goals. Our unique audit process evaluates how your portfolio is positioned towards achieving your goals, providing insight into the quality of advice you receive. It's that simple.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Folioscore
<$5M
11-50
Private
-
2013
N/A
Folioscore Tech Stack
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Frequently Asked Questions Regarding Folioscore
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Folioscore allows you to audit your financial advisor. Although research reveals many investors are displeased with their current financial advisor, few have taken action. Instead most remain unsettled, lacking the insight and tools necessary to adequately assess whether the fee they pay their advisor is for advice or attendance. Foliscore is not a... Read More
