GRAND RAPIDS, Michigan ­— FormulaFolio Investments is thrilled to announce that it has earned a coveted place on the Inc 500 list of the fastest-growing private companies in America for the third consecutive year. Boasting a three-year growth rate of 1,275%, FormulaFolios placed at #385 on the 2018 Inc 500, building on the success that earned it tenth place on the 2017 edition.


During calendar year 2017, FormulaFolios grew its revenue by $12.1 million to $29.3 million, exceeding the company’s total revenue for 2015 and more than doubling the $6 million revenue growth seen in 2016. To support this revenue growth, headcount expanded to nearly 100 employees.


According to Inc, FormulaFolios is the fastest-growing private company based in the Grand Rapids, MI area and the third-fastest growing one in the entire state of Michigan.


A Registered Investment Advisor (RIA), FormulaFolios uses money management algorithms to eliminate emotion from the investment processes and empower financial advisors to better serve their clients.


Founded in 2011 by Jason Wenk, a Grand Rapids-area native, FormulaFolios’ first appearance in Inc’s rankings was on the 2015 Inc 5000, placing at #944 on the broader list. It followed up by earning a #15 ranking on the 2016 list and was named the tenth-fastest growing company in America in 2017.


To accommodate its growth, FormulaFolios is continuing to expand its footprint, with renovation work currently underway at its headquarters on an additional floor that will be used as office space and an employee lounge. In 2017, the company added a floor that’s used to host training events for financial advisors and opened a second office in Orange County, California. FormulaFolios’ West Coast office is focused on providing financial advisors with comprehensive marketing products and services, helping them streamline their operations, reduce costs, and grow their businesses.


Given this track record and a dedicated team that’s supported by a company culture of “Doing Good,” FormulaFolios expects strong growth to continue for the foreseeable future.


I couldn’t be more proud of what our team has accomplished or more optimistic about what lies ahead. We have a mission to change financial services for the better and improve the lives of millions. Our team has full buy-in to our mission and it shows with the growth rate and success of the company.”

– Jason Wenk, Founder


Inc’s Profile of FormulaFolios
Inc’s 2017 Interview With Founder and CEO Jason Wenk


FormulaFolio Investments, LLC is ranked 385th on the 2018 Inc. 500 list. The growth rate stated is based on revenue earned in the last three years with only private companies who apply in consideration. For further information on the criteria please visit: