FOLIOfn Investments - M&A Summary and Business Overview

Internet Software And ServicesCompany

FOLIOfn Investments M&A Summary

FOLIOfn Investments has acquired 1 company.

FOLIOfn Investments has acquired in 1 US state. The Company’s most targeted sectors include internet software and services (100%).

FOLIOfn Investments Business Overview

Where is FOLIOfn Investments headquartered?

FOLIOfn Investments is headquartered in McLean, Vermont.

What sector is FOLIOfn Investments in?

FOLIOfn Investments is an internet software and services company.

When was FOLIOfn Investments founded?

FOLIOfn Investments was founded in 1999.

M&A Summary

M&A Total Activity1
- M&A Buy Activity1
Total Sectors Invested 1
Total Countries Invested 1

FOLIOfn Investments, Inc. (Folio Investing)

8180 Greensboro Drive, 8th Floor,
McLean, Vermont 22102
United States,
(703) 245-5772
www.folioinvesting.com

FOLIOfn Investments, Inc. (Folio Investing) is a online brokerage where investors can create an unlimited number of diversified investment portfolios, called folios, to combine the benefits of direct stock ownership with the convenience of mutual funds.

M&A Summary

Buy vs Sell

Year		≤ '19	'20	'21	'22	'23	'24	T
Buy (0.0/yr)	#	1	-	-	-	-	-	1
Sell (0.0/yr)	#	-	-	-	-	-	-	0
								1

Most Recent M&A

Company	Date	Value	Type
BUYandHOLD, Inc.	2015-02-19	-	Add-on Acquisition
Edison, New Jersey · www.buyandhold.com
View All >>

M&A by Sector

Sector		Buy #	Value	Sell #	Value
Internet Software and Services		1 (100%)	-	-	-
Total		1	-	-	-

By Geo

State/Country		Buy	Value	Sell	Value
United States		1	-	-	-
	New Jersey	1	-	-	-
Total		1	-	-	-

Company Summary

SECTOR

Internet Software and Services

Established

1999

Subsidiary of

FOLIOfn, Inc.

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FOLIOfn Investments - M&A Summary and Business Overview

Internet Software And ServicesCompany