Folio
Folio is a trading platform that lets users store wealth in US equities while automatically securing the best possible price across all venues. It uses smart routing that evaluates liquidity, trading windows, and asset supply to find optimal execution, and presents a single-page view per stock with short news summaries. Users can simply hold a button to place market orders, seeing estimated shares and cash impact instantly.
- Financial Technology
- Software Only
Funding
Founders
Founder details are not available yet.
Product
Problem
Retail investors face fragmented equity markets where the same stock trades in multiple versions across different venues, making it difficult to know whether they are getting the best available price. Traditional brokerage interfaces add complexity by showing multiple listings and requiring users to manually compare prices, which often results in suboptimal execution.
Solution
Folio is a trading platform that consolidates all versions of a US equity into a single, unified view while automatically routing orders to the venue offering the best price. Its smart routing engine evaluates liquidity, trading windows, and asset supply on every order to find optimal execution. Users interact with a clean, calm interface where each stock has one page, and placing a market order is as simple as pressing and holding a button for one second. The platform displays estimated shares, total cost, and cash impact before the order is confirmed, giving users full transparency. Short news summaries are embedded directly on each stock page, so users can read relevant updates right where they trade.
Target Audience
Primary users are retail investors who want a simple, transparent way to buy US equities while ensuring they always receive the best available market price.
Features
- Smart order routing that weighs liquidity, trading windows, and asset supply across all venues on every order
- Single-page-per-stock interface that consolidates multiple issuer versions (e.g., 12 versions of Nvidia) into one view with the best price
- Hold-to-buy interaction: press and hold for 1 second to place a market order, with real-time estimates of shares, total cost, and cash balance after the trade
- Integrated short news summaries displayed directly on the stock page
- Clean, minimal design focused on calm and simplicity, with an "Earn" feature planned for future release