The financial industry needed changing.
So we're changing it.

Our goal is simple: to help our clients live better. We founded our company to help change a self-serving industry that fails to provide real value to customers. At FormulaFolios, your best interests are always put before our own.

For the investor of tomorrow.

Our AI-powered portfolios make decisions based on proven, academic research and automatically select ideal positions geared towards reducing risk, cost, and taxes.

A safety net for your money.

Every FormulaFolios account is equipped with WealthGuard, an early warning system for your investments. WealthGuard helps you focus on your long-term goals with the confidence there's a plan in place to help protect your money should the market take a downturn.

Your personal investment guide.

FormulaFolios is only available through select, fee-based, fiduciary financial advisors. Together, we deliver goals-based financial planning and automated portfolio management focused on your long-term goals.

How can an investment firm do good?

FormulaFolios aims to foster an environment of respect among our employees and clients. We strive to add value to the world around us and promote a culture of volunteerism. In addition to team events, each employee is offered 20 paid hours per year to volunteer for causes of their choosing.

“My greatest joy comes from the opportunities we've been able to create in the communities we operate in. I'm continually amazed at the hard work, gratitude, and kindness I see in our team.”

Jason Wenk

The heart of FormulaFolios.

Jason Wenk
Jason Crump
Joel VanWoerkom
Diane Ferris
Danielle Tyler
James Ward
Ryan Wenk
Amanda Baarman
Kaleigh Metz
Eva Xiao
Emily Kuiper
Sarah Powsner
Sarah Hunt
Steve Witte
Kevin Travis
Thad Braun
Drake Baar
Derek Prusa
Daniel Demian
Josh Jongsma
Ben Webster
Stephen Roellin
Mohammed Khudhur
Curtis Wells
Mark Rougas
Tyler Suing
Sarah Mozdren
Evan Gorenflo
Bill Warren
Steve Kitchen
Seth Hicks
Alex Righi
Jeff Stukey
Jade Rossback
Andrew VanDerSchaaf
Brooke Tompkins
Lies Rusticus
Maddie Beek
Laura Nelson
Andrea Carlson
Liz Valliere
Lindsay McCoy
Kelli Gulch
Julia Dillard
Cortnie Hower
Jamie Klueck
Matt Voss
Kyon Pannill
Tom Bouwkamp
Brandon Geels
Michael Johnson
Sarah Scully
Grace DeMann
Eric Watkins
Coty Franklin
Charles Pitcher
Tom Atwell
Katherine Eugenio
David Choung
Brian Evans
Kayla Ziegler
Daniel Popkin
Spencer Mandzik
Gabriel Talavera
Stan Wielga
Jared Schilling
Gary Lambsar
Alicia Evans
Kevin Min
Jamie Giuliano
Ben Pham
Melina Bhula
Tom McKenzie
Linny Milliron
Christine Chen
Alex Chavez
Jamie Kwok
Kirill Ougarov
Ed Weseloh
Josh Woodward
Amber Rogers
Paige Peabody