FOLIO"fn", Inc. is a brokerage and investment company serving investors, financial advisors, and financial institutions around the world. FOLIOfn offers its brokerage services on both a full-service basis and a technology-licensed basis. Through its wholly owned, registered clearing broker-dealer subsidiary, FOLIO"fn" Investments, Inc., the company offers an integrated brokerage and technology platform featuring its patented Folio trading capability, as well as execution, clearance and settlement services. The company also operates Proxy Governance, Inc., which provides corporate governance-related services to companies.

Steven Wallman, a former commissioner of the Securities and Exchange Commission, established the company in 1998. The privately held company is headquartered in Vienna, Virginia.


FOLIOfn Inc. has licensed a subset of its patents to Curian Capital LLC.

FOLIOfn Inc. established a joint venture with Tokyo’s Nikko Cordial Corp. to create the first separate account program marketed in Japan. FOLIOfn Inc., has licensed a subset of its patents to Tokyo’s Nikko Cordial Corp.

FOLIOfn Inc. has licensed a subset of its patents to Sharebuilder Corporation (, for limited use in the U.S. and Canada. This is the third time that FOLIOfn has licensed its patents and/or its technology to other companies.

External links

* [ FOLIOfn, Inc]
* [ FOLIO Advisor, a wholly-owned subsidiary of FOLIOfn, Inc]
* [ PROXY Governance, Inc., a wholly-owned subsidiary of FOLIOfn, Inc]

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