Launched in 2012, FolioMetrics was founded by a team of experts whose collective experience traces back to 2003. Driven by a commitment to client satisfaction, FolioMetrics sets out to build solutions that are not only innovative and powerful but also effortlessly intuitive.
Drawing from over a decade of industry expertise, FolioMetrics was built with a profound understanding of the unique challenges faced by managers and investors within the investment community.
At FolioMetrics, innovation meets simplicity, ensuring that solutions are accessible to both seasoned professionals and newcomers alike. With an unwavering focus on innovation and client service, FolioMetrics empowers investment professionals to achieve their business objectives with greater confidence.
FolioMetrics has been acquired by With Intelligence, the leading provider of investment intelligence for allocating, fundraising and business development.
FolioMetrics reaches a milestone of 200 Clients, reinforcing its position as a leader in CRM and research management solutions.
FolioMetrics announces that it has acquired Captec Systems, expanding its footprint in the alternative invesment industry.
