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FormulaFolio Investments

Manages money serving investors, nonprofits and corporate retirement plan clients.

2017 Rank
#10
Leadership
Jason Wenk
2016 Revenue
$17.2 M
3-Year Growth
13,927
Industry
Financial Services
Location
Grand Rapids, MI
Founded
2011
Employees
43
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 

2016
#15
2015
#944

MORE COMPANY INFORMATION

Website
formulafolios.com