FOLIO Holdings Funding, Investors & Competitors

FOLIO Holdings has raised $121M across 5 funding rounds, most recently a $7M Series A in April 2024.

Last FOLIO Holdings funding round

$7M

Series A · Apr 2024

Cumulative funding FOLIO Holdings raised

$121M

across 5 funding rounds

Key investors in FOLIO Holdings

FOLIO Holdings Overview

About FOLIO Holdings

FOLIO Holdings is a Tokyo-headquartered fintech firm developing AI-powered investment platforms for retail and institutional clients. Incorporated in 2016, it operates ROBOPRO for robo-advisory services and 4RAP for discretionary asset management via subsidiaries like FOLIO Securities. FOLIO partners with AlpacaTech for API-based trading tools supporting stocks, ETFs, and cryptocurrencies. The company manages over 100 billion yen in assets and expands digital brokerage services across Japan, integrating machine learning for portfolio optimization and market predictions.


Founded

2015

HQ

JapanTokyo

Status

Privately held

Customer focus

B2B & B2C

Revenue model

Investment management

FOLIO Holdings Funding History

FOLIO Holdings has raised a total of $121M across 5 funding rounds.

FOLIO Holdings' first fundraising round was a $3M seed round in January 2016. The most recent completed round was a $7M Series A in April 2024.

FOLIO Holdings funding rounds

FOLIO Holdings funding rounds
DateStageInvestorsRaisedDeal Summary
Apr 2024Series AOkasan Capital Partners (lead); Okasan Securities (lead)$7M-
Dec 2022Undisclosed stage-$33M-
Jan 2018Series ALine; Dentsu Ventures; DNX Ventures; Goldman Sachs; DCM Ventures; SMBC Venture Capital; Mitsui & Co$63MFOLIO Holdings, a Japanese fintech company, raised $63.1 million in a Series A funding round, which broke into Asia's top venture deals list as noted in a 2018 KPMG fintech report. The investors included DCM Ventures, Dentsu Ventures, DNX Ventures, Goldman Sachs, Line, Mitsui & Co, and SMBC Venture Capital, aligning with the query details around early 2018. This investment highlighted Japan's emerging presence in regional fintech amid dominance by China and India.
Feb 2017Series ARakuten Capital; Jafco Group; DNX Ventures; Monex Ventures; DCM Ventures; MITSUI SUMITOMO INSURANCE Venture Capital (MSIVC)$16M-
Jan 2016Seed-$3M-

Who has invested in FOLIO Holdings?

13 investors have backed FOLIO Holdings across its funding rounds, including DCM Ventures, DNX Ventures, SMBC Venture Capital, Goldman Sachs, Jafco Group and MITSUI SUMITOMO INSURANCE Venture Capital (MSIVC).

Lead investors include Okasan Capital Partners and Okasan Securities.


FOLIO Holdings Investors

Investors in FOLIO Holdings by funding rounds participated
InvestorHQRoundsRoleFirst check
DNX VenturesUnited StatesSan Francisco, CA2ParticipantFeb 2017
DCM VenturesUnited StatesSan Francisco, CA2ParticipantFeb 2017
LineJapanTokyo1ParticipantJan 2018
Okasan SecuritiesJapanTokyo1LeadApr 2024
Rakuten CapitalJapanTokyo1ParticipantFeb 2017
Dentsu VenturesJapanTokyo1ParticipantJan 2018
Jafco GroupJapanJapan1ParticipantFeb 2017
Okasan Capital PartnersJapanTokyo1LeadApr 2024
Monex VenturesJapanTokyo1ParticipantFeb 2017
Goldman SachsUnited StatesNew York City, NY1ParticipantJan 2018
MITSUI SUMITOMO INSURANCE Venture Capital (MSIVC)JapanTokyo1ParticipantFeb 2017

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FOLIO Holdings Competitors

FOLIO Holdings competitors include listed companies like Snowflake and Z.ai, and private ones like Anthropic, OpenAI, DeepSeek and Cognition.

Public and private companies comparable to FOLIO Holdings
CompanyHQStatusRevenueEBITDAValuationRevenue Multiple
AnthropicUnited StatesSan Francisco, CAPrivate$47B-$965B20.5x
OpenAIUnited StatesSan Francisco, CAPrivate$25B-$852B34.1x
SnowflakeUnited StatesUnited StatesPublicly listed$4.7B($1.3B)$119B21.0x
DeepSeekChinaHangzhouPrivate--$50B-
CognitionUnited StatesSan Francisco, CAPrivate$900M-$48B53.3x
Z.aiChinaChinaPublicly listed$108M($658M)$46B65.9x

FOLIO Holdings Public Comps

FOLIO Holdings is still privately-owned, but its public comps include Palantir, Snowflake, Generali, Banco BTG Pactual, Z.ai, Coinbase, Huatai Securities, Julius Baer, IonQ and Jio Financial Services.

Last FYEV/RevenueEV/EBITDA
RevenueEBITDALast FYLTM2027ELast FYLTM2027E
Palantir$4.5B$1.5B92.6x58.1x285.0x97.4x
Snowflake$4.7B($1.3B)25.6x21.0x(94.1x)121.7x
Generali$85B$7.7B1.4x1.0x16.0x12.7x
Banco BTG Pactual$10B-5.1x6.8x--
Z.ai$108M($658M)422.9x65.9x(69.4x)(73.0x)
Coinbase$7.2B$1.8B6.1x7.6x24.2x27.2x
Huatai Securities$4.8B$2.5B4.8x3.5x9.2x9.2x
Julius Baer$5B-3.7x3.5x--

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Common questions about FOLIO Holdings

When was FOLIO Holdings founded?FOLIO Holdings was founded in 2015.
Where is FOLIO Holdings headquartered?FOLIO Holdings is headquartered in Tokyo, Japan.
Is FOLIO Holdings publicly listed?No, FOLIO Holdings is a private, VC-backed company.
How much funding has FOLIO Holdings raised?FOLIO Holdings has raised $121M across 5 funding rounds.
What was FOLIO Holdings' last funding round?FOLIO Holdings' last funding round was a $7M Series A in April 2024, led by Okasan Capital Partners and Okasan Securities.
Who are FOLIO Holdings' investors?FOLIO Holdings' investors include DNX Ventures, DCM Ventures, Line, Okasan Securities, Rakuten Capital, Dentsu Ventures, Jafco Group, Okasan Capital Partners, Monex Ventures, Goldman Sachs and 3 others.
Which companies are comparable to FOLIO Holdings?Companies comparable to FOLIO Holdings include Anthropic, OpenAI, Snowflake, DeepSeek, Cognition and Z.ai.

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