Folio Investing Data, Technology Stack, and Enterprise Applications
Collaboration
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2019 2019
CRM
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Hotjar Legacy Hotjar Customer Experience CRM n/a 2020 2020
Marketing Automation CRM 2022 2022
CyberSecurity
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Microsoft Legacy Microsoft Entra ID (formerly Azure Active Directory) Identity and Access Management (IAM) CyberSecurity n/a 2023 2023
HCM
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
PEO HCM 2012 2012
IT Decision Makers and Key Stakeholders at Folio Investing
First Name Last Name Title Function Department Email Phone
VP Operations VP Operations
Vice President, Senior Legal Director Director Legal
Vice President Accounting VP Finance
Chief of Staff CXO Finance
Apps Being Evaluated by Folio Investing Executives
Date Company Status Vendor Product Category Market
No data found