Foliyo - About the company
Foliyo is an unfunded company based in India. It operates as a Provider of AI-powered analysis of investment portfolios for potential savings. Foliyo has not raised any funding yet. The company has 231 active competitors, including 18 funded and 12 that have exited. Its top competitors include companies like Finary, Personal Capital and Carefull.
Company Details
Provider of AI-powered analysis of investment portfolios for potential savings. It offers users the ability to upload their investment portfolio data. The system analyzes the portfolio, identifying potential areas for savings through direct plan switches, overlap removal, and tax loss harvesting. The analysis provides insights into portfolio health and potential annual savings.
- Website
- foliyo.ai
- Email ID
- *****@foliyo.ai
- Registered Address
- 7B FLORENCE ROAD,LONDON,ENGLAND,N4 4BU
Key Metrics
Legal entities associated with Foliyo
Foliyo is associated with 1 legal entity given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Documents |
|---|---|---|---|---|
FOLIIO LIMITED CIN: 13155696 , United Kingdom, Active | Jan 24, 2021 | - | - |
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Foliyo's funding and investors
Foliyo has not raised any funding rounds yet.
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Foliyo's Competitors and alternates
Top competitors of Foliyo include Finary, Personal Capital and Carefull. Here is the list of Top 10 competitors of Foliyo, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Online portfolio tracker and aggregator platform for individuals | $45M | 70/100 | ||
2nd |  Personal Capital 2009, Redwood City (United States), Acquired | Wealth data aggregation platform for individuals | $271M | 64/100 | |
3rd |  Carefull 2019, New York City (United States), Series A | Online platform for expense monitoring platform for individuals | $19.7M | 63/100 | |
4th | Finance company offering pension management solutions | $34.2M | 62/100 | ||
5th | Wealth data aggregation platform | $26.1M | 58/100 | ||
6th | Cryptocurrency portfolio tracking app | - | - | 49/100 | |
7th |  ByAllAccounts 1999, Woburn (United States), Acquired | Data aggregation solution for wealth managers and financial advisors | $10M | 47/100 | |
8th |  ServerLife 2016, Lithia (United States), Unfunded | Wealth data aggregation platform | - | - | 44/100 |
9th |  Finfluence 2012, Dusseldorf (Germany), Unfunded | App-based wealth data aggregation platform for individuals | - | - | 44/100 |
10th | RBI-regulated Account Aggregator enabling secure financial data sharing | - | - | 44/100 | |
140th | Provider of AI-powered analysis of investment portfolios for potential savings | - | - | 18/100 |
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Foliyo's Investments and acquisitions
Foliyo has made no investments or acquisitions yet.
Reports related to Foliyo
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