FormulaFolio Investments
Finance · Michigan, United States · 51-200 Employees
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Overview
Headquarters
89 Ionia Ave NW Ste 600, Grand Rapids, M...Phone Number
(888) 562-8880Website
www.formulafolios.comRevenue
$44.2 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
2
1
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1
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1
About FormulaFolio Investments
FormulaFolio Investments is an algorithm-based money manager and software platform, catering to independent financial advisers who need a hand managing their business, as well as client investments. FormulaFolios white-label platform also includes a client-facing online portal. Investment adviser Jason Wenk founded the company in 2012 by building an algorithm that automatically rebalances portfolios and makes trades according to market analysis and a clients investment goals. FormulaFolio currently manages $2.1 billion in assets; it was ranked No. 15 on the Inc. 5000 in 2016. This year, FormulaFolio hit the top 10 on the list with a three-year growth rate of 13,926 percent and $17.2 million in revenue.Explore more
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Activity Insights
FormulaFolio Investments is experiencing very low activity levels compared to other companies in the Finance sector.
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FormulaFolio Investments financials insights
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2020
Debt
$1M
FormulaFolio Investments Tech Stack
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Most Recent Scoops
Award
Award
FormulaFolio Investments has been ranked #125 on the 250 Most Successful Companies in the Midwest list by Inc.com.
Funding
FormulaFolio Investments has received an SBA PPP loan for $1-2 million from The Huntington National Bank, supporting the retention of 87 jobs.
Funding
FormulaFolio Investments News & Media
Brookstone Capital Management Ranked Number One Fastest-Growing RIA Firm
Brookstone Capital Management (BCM) has officially earned the top spot on Financial Advisor (FA) Magazine's 2021 RIA Survey and Ranking. After en ...AmeriLife® Announces its Partnership with FormulaFolios and Merging it into Brookstone Capital Management
CLEARWATER, Fla., July 15, 2020 /PRNewswire/ -- AmeriLife Group, LLC ("AmeriLife"), the national leader in marketing and distributing life, health and retirement solutions, is combining two of the industry's largest and fastest-growing Registered Investment Adviser (RIA) firms, Brookstone...MEGA MERGER: Brookstone Capital Management and FormulaFolios Combine to Create $6.5 Billion+ RIA
CHICAGO, July 8, 2020 /PRNewswire/ -- Two of the industry's largest and fastest-growing Registered Investment Adviser (RIA) firms, Brookstone Capital Management and FormulaFolios, are combining to create a $6.5 billion+ RIA. This merger positions the firm as a leading provider of advisory...FormulaFolio Investments Named to Inc 5000 for Fifth Consecutive Year
GRAND RAPIDS, Mich.--(BUSINESS WIRE)--FormulaFolio Investments, LLC, a fintech company that creates asset management services and business solutions for financial advisors, is proud to announce that it has been named to the Inc 5000 list of the fastest-growing private companies in America for the fifth consecutive year. The achievement is a rare feat. According to Inc, only 4% of all honorees have been able to sustain growth long enough to make the list five times. With
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FormulaFolio Investments is an algorithm-based money manager and software platform, catering to independent financial advisers who need a hand managing their business, as well as client investments. FormulaFolios white-label platform also includes a client-facing online portal. Investment adviser Jason Wenk founded the company in 2012 by building a... Read More
