The profile is currenly unclaimed by the seller. All information is provided by CB Insights.

Founded Year



Acquired | Acquired

Total Raised


About Folio

FOLIO is an online broker specializing in theme-based investment. The company not only offers an algorithm-based service, which acts as an automated money manager for lower fees and less initial capital than traditional services, but also provides an easy-to use thematic investing platform where users can select investment opportunities from a variety of trends and technologies.

Folio Headquarter Location

Kyodo Building Ichibancho 4F 16-1 Ichibanchō, Chiyoda-ku

Tokyo, 102-0082,



Predict your next investment

The CB Insights tech market intelligence platform analyzes millions of data points on venture capital, startups, patents , partnerships and news mentions to help you see tomorrow's opportunities, today.

Research containing Folio

Get data-driven expert analysis from the CB Insights Intelligence Unit.

CB Insights Intelligence Analysts have mentioned Folio in 3 CB Insights research briefs, most recently on Apr 14, 2022.

Expert Collections containing Folio

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

Folio is included in 3 Expert Collections, including Wealth Tech.


Wealth Tech

1,793 items

A category of financial technology that is digitizing & streamlining the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.


Fintech 250

498 items



3,080 items

Track and capture company information and workflow.

Latest Folio News

STARTUP STAGE: Folio creates custom digital guides for rental properties

Mar 21, 2022

Share Folio Folio offers a self-service tool so property managers andshort-term rental hosts can create interactive apps for their properties, withdetails about property and its amenities, local recommendations and messaging. Property managers and hosts pay a monthly subscription feefor each app created on Folio, with different pricing plans depending on thefeatures needed in the app. What is your 30-second pitch to investors? Folio is a digital front desk solution powered by artificialintelligence that automates guest management for the short-term rentalindustry. Our self-service platform allows property managers and hosts tocreate interactive apps that guests use as a digital front desk, optimizing theentire guest experience from booking to checkout and beyond. Company Describe both the business and technology aspects of yourstartup. Property managers and short-term rental hosts use ourguided, self-service tool to design interactive apps for each of theirproperties. Each app serves as a digital front desk, sharing information aboutthe property and amenities, providing curated recommendations for things to doin the area, sending automated messaging and responses supported byconversational AI and more. Apps are shared with guests with a unique link or aQR code - no downloads are needed. Property managers and hosts use ourdashboard to update their apps and those changes sync immediately. We charge amonthly subscription fee per active app, with pricing tiers depending on thefeatures and support needed. Give us your SWOT (Strengths, Weaknesses, Opportunities,Threats) analysis of the company. Strengths: Our product was designed with the needs of boththe host and the guest in mind, providing a singular touchpoint for all guestmanagement needs. Weaknesses: The current focus is on domestic U.S. travelsince we launched during a time when international travel was limited. Asrestrictions lift and we expand to international markets, we need to be mindfulof how those needs might differ. Opportunities: Further product development and introductionof new features to achieve the dual goals of 1) supporting property managers whoare leveraging technology to automate more and more of their operations and 2)elevating the guest experience to that of a branded, hotel-like stay. Threats: The landscape of tech solutions for short-termrentals is fragmented with no clear winner, leading to uncertainty around whowill ultimately dominate the space. What are the travel pain points you are trying to alleviatefrom both the customer and the industry perspective? As a Cornell University hospitality professor says in a recentNew York Times article , “high tech is the new high touch.” For propertymanagers and owners, we automate the manual and labor-intensive aspects ofguest management - sharing amenity information, giving recommendations forlocal food and activities, repeatedly answering the same guest questions - savingthem both time and money and allowing them scale their operations at a fractionof the cost. For the broader travel industry, as the line continues toblur between hotels and short-term rentals, Folio offers a consistent guestexperience for travelers regardless of the type of accommodation they choose. So you've got the product, now how will you get lots ofcustomers? Our customers love our product. We’ve experienced 50% growthover the past five months based on word-of-mouth alone. We’re now ramping upsales and marketing efforts, which include forming partnership with otherservice providers in the short-term rental and hospitality space. Tell us what process you've gone through to establish agenuine need for your company and the size of the addressable market. Folio was created to address the shifting needs of theshort-term rental hosts and property managers as a result of COVID-19. Westarted with a pilot group of eight properties and iterated on productdevelopment based on their feedback and those of their guests. We just launchedan upgraded platform with more self-service features to streamline the setupand maintenance process of the apps. Property managers currently spend over $10 billion a year ontech solutions to help them operate their business. That number will only grow asthe overall market grows at 15% a year and property managers increasingly spendmore on technology. How and when will you make money? We charge a monthly subscription fee for each app created onour platform, with different pricing plans depending on the features needed.Despite launching less than nine months ago, we are already supporting hundredsof properties and on an exponential growth curve. We also have plans to captureadditional revenue from ancillary services in the near future. What are the backgrounds and previous achievements of thefounding team? Folio’s founder and CEO, Amy Tang, is a Columbia EngineeringPhD, data scientist and recent winner of the inaugural Phocuswright StartupProgram Mentee Award. Prior to starting Folio, she spent more than five yearsas a data science consultant, leading teams to design and implement AI-enabledtech solutions for large, multinational companies. How have you addressed diversity and inclusion within yourbusiness? As a company started by a female, immigrant founder and aremote-first team, diversity and inclusion are embedded in Folio’s culture andcore values. Additionally, we encourage property managers on our platform toconsider the different needs of guests staying at their property, for example,calling out any accessibility features in their homes. What's been the most difficult part of founding the businessso far? We’d like to ship new product features faster. We have avery engaged set of users giving us great feedback and ideas for additionalfeatures and future product expansion. Recruiting engineering talent these dayshas been quite challenging! Generally, travel startups face a fairly tough time makingan impact - so why are you going to be one of lucky ones? We’ve had a hard time keeping up with demand - our solutionprovides immediate and real value to property managers looking to automate moreand more aspects of guest management. Our focus on designing the bestexperience for both hosts and travelers makes our product an integral part ofany short-term rental operation. A year from now, what state do you think your startup willbe in? Over the next year, we will be laser-focused on increasingthe number of property managers and hosts we support and introducing newproduct features to help them provide an elevated guest experience to theirguests. What is your end-game? (Going public, acquisition, growingand staying private, etc. Our end-game is to leverage technology to help propertymanagers and hosts provide exceptional guest hospitality. Whether that involvespartnerships, acquisitions or going public, we will continue to build thebest-in-class technology to support the growing short-term rental market andthe increasing number of travelers choosing them. PhocusWire's Startup Stage

Folio Web Traffic

Page Views per User (PVPU)
Page Views per Million (PVPM)
Reach per Million (RPM)
CBI Logo

Folio Rank

  • When was Folio founded?

    Folio was founded in 2015.

  • Where is Folio's headquarters?

    Folio's headquarters is located at Kyodo Building Ichibancho 4F, Tokyo.

  • What is Folio's latest funding round?

    Folio's latest funding round is Acquired.

  • How much did Folio raise?

    Folio raised a total of $82.11M.

  • Who are the investors of Folio?

    Investors of Folio include SBI Group, Signifiant, DCM Ventures, DNX Ventures, Goldman Sachs and 10 more.

  • Who are Folio's competitors?

    Competitors of Folio include Betterment, Human Interest, ForUsAll, Raisin, Wealthsimple and 7 more.

You May Also Like

Wealthsimple Logo

Wealthsimple is a technology-driven investment manager that combines a robo-advisor platform with access to live advisors.

SigFig Logo

SigFig, provided by Nvest and SigFig Wealth Mangement, is an online service that makes it easy for users to manage and improve investments. The platform offers actionable advice, insightful charts and graphs, real-time portfolio tracking, an overview dashboard, and smartphone apps.


ForUsAll is an independent 401(k) advisor specializing in low cost 401(k) plans for small and mid-sized businesses. The company seeks to craft a low-cost retirement plan by finding clients the right fund lineup and recordkeeper.

Betterment Logo

Betterment is a goal-based online investment company that delivers personalized financial advice paired with low fees and customer experience. Through its platform, Betterment's seeks to eliminate the typical complexities and time commitment of the traditional investment account. Behavioral guardrails built into the account help users make savvy, rational decisions with their finances.

Human Interest Logo
Human Interest

Human Interest offers an easy and affordable 401(k) retirement plan for the modern workforce. The company empowers all businesses, no matter their size, to safeguard the financial futures of their employees.


Wacai is a Chinese FinTech company that has developed an all-in-one online personal financial management platform that provides users with wealth management services and credit solutions through an extensive portfolio of mobile apps to meet their evolving lifelong personal financial service needs.

Discover the right solution for your team

The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution.

Request a demo

CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. You can read more about your cookie choices at our privacy policy here. By continuing to use this site you are consenting to these choices.