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FOLIO Holdings

Becoming the foundation  of “Finance of the future” with technology and creativity

FOLIO Holdings

Under the mission of “Designing the finance of the future,” FOLIO Holdings endeavors to realize a prosperous future by creating financial solutions that meet the demands of society. Currently, FOLIO Holdings has FOLIO Co., Ltd. and AlpacaTech Co. Ltd. under its umbrella, and the company is expanding its financial solutions utilizing its advanced technological capabilities under the strong business synergy between the two companies.

FOLIO provides discretionary investment management solutions to individual customers and financial institutions through the use of AI and the provision of a discretionary investment platform. Since January 2020, the company have been offering “ROBOPRO,” an AI investment service characterized by the ability of AI to predict market rises and falls and dynamically change investment allocations. For financial institutions such as banks and securities firms, FOLIO has contributed to the spread of discretionary investment management services using their own customers' accounts through the provision of our SaaS-type discretionary investment management platform “4RAP.”

FOLIO also provides investment advice on the “ROBOPRO Fund” and the “SBI Okasan NASDAQ AI Active Fund,” publicly offered investment trusts established by SBI Okasan Asset Management Co. Ltd. These funds utilize the AI management engine provided by FOLIO together with AlpacaTech.

AlpacaTech is a technology company that develops AI and data management solutions for investment management and trading. Combining cutting-edge technology with financial expertise, AlpacaTech provides sophisticated products that meet the high needs of its clients, especially financial institutions, to enable them to leverage the latest technology for their business. AlpacaTech’s experienced data scientists from around the world keep abreast of the latest research in machine learning, finance, and crypto assets, and together with the data engineers who develop robust software systems to support its products, strives to provide its customers with cutting-edge technology.

FOLIO Holdings will continue to earnestly address the issues faced by customers and society, design new solutions with the Group's strengths in technology and creativity, and provide the Group's value to an even greater number of stakeholders.

Corporate Profile

Company name FOLIO Holdings Co., Ltd.
Principal business Supervision of robo-advisor business, financial infrastructure business, AI business operated by subsidiaries
Representative Shinichiro Kai, Kazuyuki Ishikawa
Location Kyodo Building Ichibancho 4F, 16-1, Ichibancho, Chiyoda-ku, Tokyo
Date of establishment April 2019
Paid-in capital 50 million yen (as of March 31, 2024)
Shareholders * SBI Group 69.5%
URL https://folio-hd.com/ (Japanese only)

* Ownership percentage is based on voting rights. SBI Group's shareholding percentage corresponds to a total percentage based on the IFRS criteria for subsidiary companies and subsidiary funds of the Group.

(As of November 1、2024)

Corporate Information & SBI Group