FOLIO (operated under FOLIO Holdings) develops 4RAP, a SaaS asset‑management platform that lets banks and securities firms run investment‑discretion services using customers' accounts and balances. 4RAP supports multiple goal‑based portfolios per customer and simultaneous holding of multiple discretionary products. FOLIO has offered the 4RAP business since January 2021 and is expanding adoption among financial institutions. The company is partnering with Okasan Securities Group to introduce a new fund‑wrap service targeted to launch in the first half of fiscal 2024. The funding and partnership aim to deepen 4RAP’s value as a SaaS backbone while enabling more product diversity and client‑aligned services at partner firms. FOLIO Holdings is listed in the company overview as headquartered in Chiyoda, Tokyo and was established on April 1, 2019.

Total raised

$7M

Funding rounds

1

Latest round

Equity

Latest activity

Apr 2024