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- FOLIO Holdings
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
DCM Ventures
DNX Ventures
SMBC Venture Capital
Goldman Sachs
Jafco Group
MITSUI SUMITOMO INSURANCE Venture Capital (MSIVC)
Mitsui & Co
Monex Ventures
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
Website
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
| Date | Stage | Investors | Raised | Deal Summary |
|---|---|---|---|---|
| Apr 2024 | Series A | Okasan Capital Partners (lead); Okasan Securities (lead) | $7M | - |
| Dec 2022 | Undisclosed stage | - | $33M | - |
| Jan 2018 | Series A | Line; Dentsu Ventures; DNX Ventures; Goldman Sachs; DCM Ventures; SMBC Venture Capital; Mitsui & Co | $63M | FOLIO 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 2017 | Series A | Rakuten Capital; Jafco Group; DNX Ventures; Monex Ventures; DCM Ventures; MITSUI SUMITOMO INSURANCE Venture Capital (MSIVC) | $16M | - |
| Jan 2016 | Seed | - | $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
| Investor | HQ | Rounds | Role | First check |
|---|---|---|---|---|
| 2 | Participant | Feb 2017 | ||
| 2 | Participant | Feb 2017 | ||
| 1 | Participant | Jan 2018 | ||
| 1 | Lead | Apr 2024 | ||
| 1 | Participant | Feb 2017 | ||
| 1 | Participant | Jan 2018 | ||
| 1 | Participant | Feb 2017 | ||
| 1 | Lead | Apr 2024 | ||
| 1 | Participant | Feb 2017 | ||
| 1 | Participant | Jan 2018 | ||
| 1 | Participant | Feb 2017 | ||
This data is available for Pro users. Sign up to see all 13 FOLIO Holdings investors. Start Free Trial | ||||
Benchmark 350K+ Funding Rounds and Disclosed VC Valuation Multiples
Sign up to see data on 350K+ funding rounds and disclosed revenue and EBITDA valuation multiples, from seed, through growth stage, to pre-IPO.
Start Free TrialFOLIO Holdings Competitors
FOLIO Holdings competitors include listed companies like Snowflake and Z.ai, and private ones like Anthropic, OpenAI, DeepSeek and Cognition.
| Company | HQ | Status | Revenue | EBITDA | Valuation | Revenue Multiple |
|---|---|---|---|---|---|---|
| Private | $47B | - | $965B | 20.5x | ||
| Private | $25B | - | $852B | 34.1x | ||
| Publicly listed | $4.7B | ($1.3B) | $119B | 21.0x | ||
| Private | - | - | $50B | - | ||
| Private | $900M | - | $48B | 53.3x | ||
| Publicly listed | $108M | ($658M) | $46B | 65.9x |
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 FY | EV/Revenue | EV/EBITDA | ||||||
|---|---|---|---|---|---|---|---|---|
| Revenue | EBITDA | Last FY | LTM | 2027E | Last FY | LTM | 2027E | |
| $4.5B | $1.5B | 92.6x | 58.1x | 285.0x | 97.4x | |||
| $4.7B | ($1.3B) | 25.6x | 21.0x | (94.1x) | 121.7x | |||
| $85B | $7.7B | 1.4x | 1.0x | 16.0x | 12.7x | |||
| $10B | - | 5.1x | 6.8x | - | - | |||
| $108M | ($658M) | 422.9x | 65.9x | (69.4x) | (73.0x) | |||
| $7.2B | $1.8B | 6.1x | 7.6x | 24.2x | 27.2x | |||
| $4.8B | $2.5B | 4.8x | 3.5x | 9.2x | 9.2x | |||
| $5B | - | 3.7x | 3.5x | - | - | |||
This data is available for Pro users. Sign up to see all FOLIO Holdings competitors and their valuation data. Start Free Trial | ||||||||
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. |
See companies similar to FOLIO Holdings
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