VIA Folio

8180 Greensboro Drive, 8th Floor
McLean, VA 22102

VIA Folio empowers investors and clients of portals, issuers and intermediaries to invest in alternative assets such as private debt and equity, public offerings, and hedge funds. It does this by supporting the process of offering, subscription, closing, and custody on the Folio Investments, Inc. brokerage platform. Investors and advisors can hold multiple private securities in a single Folio brokerage account, alongside publicly traded securities. This integrated approach facilitates the inclusion of private securities in both taxable and tax-deferred accounts.

Contributors

Blaine McLaughlin Request a Call Ask a Question
COO VIA Folio, a division of, Folio Investments, Inc., a part of Folio Financial, Inc.

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Highlights

VIA Folio works with successful businesses to help them grow, by making the capital raising process as automated, quick, and efficient as possible. VIA Folio provides online tools for accredited and/or non-accredited investors to easily review and immediately subscribe to your offering through a Folio brokerage account. VIA Folio makes your offering available to its brokerage customers, certain RIAs on its advisor platform, and other broker-dealers and investment portals. VIA Folio enables individuals to invest in your offering with their taxable and IRA accounts; institutions may also invest. VIA Folio processes the online closing of your offering and the issuance of securities to investors. Then, VIA Folio supports your needs for corporate actions, distributions, and investor communication.

VIA Folio is a divison of Folio Investments, Inc., member FINRA/SIPC, a part of Folio Financial, Inc. Folio Financial offers financial, securities brokerage and custody technology and services through Folio Investing, Folio Institutional, VIA Folio, First Affirmative Financial Network and The SRI Conference. Folio Financial delivers innovative tools, technology and services that benefit investors and those who serve them.

The Folio Financial family includes:

VIA Folio is a dynamic platform for capital raising by small to medium-sized enterprises and for those interested in investing in private securities and alternative investments, including non-traded REITs, Reg A offerings, Reg D offerings, Securities Token Offerings and others.

Folio Institutional provides fully integrated securities trading, custody, clearing, performance reporting, paperless account opening, state of the art digital engagement and robo/hybrid-advisor solutions—along with a complete set of APIs and private label capabilities—to investment advisors, banks, credit unions, insurance companies and other enterprise clients.

Folio Investing is an online securities brokerage with patented technology to help individuals invest in a more diversified, customized and cost-efficient manner, and to benefit from one-of-a-kind tax management tools.

First Affirmative Financial Network offers investment advisory, portfolio management and consulting services to investors seeking sustainable, responsible and impact investments.

The SRI Conference. The SRI Conference is the premier event for advisors and others interested in sustainable, responsible and impact investing.

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This communication is for information purposes only and should not be regarded as a recommendation of or an offer to sell or as a solicitation of an offer to buy, any financial product. Financial products listed on our sites are only available to residents in the states where those products are registered, or exempt from registration. Many securities offered through subscription are not publicly traded and are intended for investors who do not have a need for a liquid investment. Additionally, investors may receive restricted securities that may be subject to holding period requirements. Companies seeking unregistered investments are often in earlier stages of development and have not yet been fully tested in the public marketplace. Investing in unregistered and IPO securities requires high risk tolerance, low liquidity requirements and long-term commitment. Investors must be able to afford to lose their entire investment.

 

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