FormulaFolio Investments

Provides private money management services that serves individual investors, nonprofits, and corporate retirement plans. The company was ranked as the 15th fastest growing company in the nation in 2016.

2018 Inc. 5000 Rank:
# 385
Leadership:
Jason Wenk
2017 Revenue:
$ 29.3 M
3-Year Growth:
1,275%
Industry:
Financial Services
Location:
Grand Rapids MI 
Founded:
2011
 Photo Credit: Logan Zillmer

FormulaFolio Investments is an algorithm-based money manager and software platform, catering to independent financial advisers who need a hand managing their business, as well as client investments. FormulaFolios’ white-label platform also includes a client-facing online portal. Investment adviser Jason Wenk founded the company in 2012 by building an algorithm that automatically rebalances portfolios and makes trades according to market analysis and a client’s investment goals. FormulaFolio currently manages $2.1 billion in assets; it was ranked No. 15 on the Inc. 5000 in 2016. This year, FormulaFolio hit the top 10 on the list with a three-year growth rate of 13,926 percent and $17.2 million in revenue.

Inc. 5000 Honors

Previous Inc. 5000 Rankings 

2017
#10
2016
#15
2015
#944

MORE COMPANY INFORMATION