# FOLIO Co.

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/folio-co

- Industry: Financial Services
- Headquarters: Tokyo, Japan
- Website: www.folio-sec.com/
- Total disclosed funding: $82M
- Latest round: Series A (Jan 18, 2018)
- Investors on record: 11

## About

Based in Tokyo, Japan, and founded in 2015 by co-founders Shinichiro Kai and Kajiwara Shunichi, FOLIO Co., Ltd. operates as a provider of a robo-advisor platform, offering AI-driven investment solutions to financial institutions for discretionary management services. As of 2024, the company is led by its CEO, Morifumi Yotsumoto. The company provides a mobile app, which is available on both iOS and Android, that offers AI-based investment solutions to financial institutions. The platform's services include automated asset management and market prediction. Moreover, the firm offers solutions such as ROBOPRO, which uses AI to dynamically adjust asset ratios, and Omakase, which proposes personalized investment plans. Additionally, the firm also provides services such as the 4RAP platform for discretionary investment management for financial institutions. In July 2025,? FOLIO Co., Ltd. raised? an undisclosed amount ?in?venture funding? from new investor Wing Capital Partners. The company plans to use its proceeds from July 2025 funding to offer a variety of services for financial institutions and asset management services.

## Funding rounds

- Series A, Jan 18, 2018, $63M — DCM, Goldman Sachs Asset Management, SMBC Venture Capital, DNX Ventures, Line Corporation, Dentsu Ventures, Mitsui & Co.
- Series A, Feb 4, 2017, $16M — JAFCO Group, Mitsui Sumitomo Insurance Venture Capital, Rakuten Capital, Monex Ventures
- Seed, Mar 1, 2016, $2.6M — DCM, DNX Ventures

## Investors

- DCM (https://capitalatlas.ai/funds/dcm) — Seed, Series A
- DNX Ventures (https://capitalatlas.ai/funds/dnx-ventures) — Seed, Series A
- JAFCO Group (https://capitalatlas.ai/funds/jafco-group) — Series A
- Mitsui Sumitomo Insurance Venture Capital (https://capitalatlas.ai/funds/mitsui-sumitomo-insurance-venture-capital) — Series A
- Rakuten Capital (https://capitalatlas.ai/funds/rakuten-capital) — Series A
- Monex Ventures (https://capitalatlas.ai/funds/monex-ventures) — Series A
- Goldman Sachs Asset Management (https://capitalatlas.ai/funds/goldman-sachs-asset-management) — Series A
- SMBC Venture Capital (https://capitalatlas.ai/funds/smbc-venture-capital) — Series A
- Line Corporation — Series A
- Dentsu Ventures (https://capitalatlas.ai/funds/dentsu-ventures) — Series A
- Mitsui & Co. — Series A