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FolioBeyond

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Portfolio management solutions for investment advisors & wealth managers

Overview

FolioBeyond offers portfolio management solutions for investment advisors & wealth managers. It provides algorithms & tools for developing investment strategies in ETFs & other fixed income securities, risk management, calculation of investment funds, and modification & control on credit risks. Also, features factor-based & volatilty-focused models for managing investments.

Key facts

Founded
2017

Business model

Contact

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About FolioBeyond

What does FolioBeyond do?

FolioBeyond offers portfolio management solutions for investment advisors & wealth managers.

Where is FolioBeyond headquartered?

FolioBeyond is headquartered in New York City, United States.

When was FolioBeyond founded?

FolioBeyond was founded in 2017.

Which sector is FolioBeyond in?

FolioBeyond operates in Wealth Technology, part of Financial Technology.

Who are FolioBeyond's competitors?

Companies similar to FolioBeyond include BITA, Investably, and Marksman Asset Management.