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formulafolios

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United States

Founded in

2011 (14 Years)

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Get to know formulafolios

Founded in 2011, FormulaFolios, Inc. is a registered investment adviser that operates as a boutique asset manager and Turnkey Asset Management Platform (TAMP). The company's mission is to empower financial advisors by providing them with rules-based, emotionally-intelligent investment portfolios, technology, and back-office support. They partner exclusively with advisors, enabling them to better serve their end clients and grow their practices. In early 2024, FormulaFolios was acquired by the RIA firm Modern Wealth Management to serve as its in-house asset management platform.

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  • Financial Wealth ManagementPRIMARY
  • Financial Other Service

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