Founded by Johnna Liu (ex-Goldman Sachs TMT, AI/ML researcher), Folio brings hedge-fund-level insights to retail investors. Its AI agents monitor filings, flows, and sentiment to surface portfolio-relevant alerts, cutting through the chaos of social trading.

Liu’s own trading journey - from early meme-stock losses to a +463% YTD return - inspired Folio’s mission to build the “intelligence layer” retail investors deserve. She blends Wall Street discipline with cutting-edge ML research on diffusion LMs from her Cornell Tech paper Esoteric Language Models.

Co-founder Guang Yang (UW CS PhD, Tsinghua Yao Class, Informatics Olympiad Gold Medalist) brings deep agentic-systems expertise, having built AI models at GE HealthCare and LLM-based signal extraction at Tongdeng Fund. On the side, he plays and produces music.

Folio’s star is their “Strategy Lab”, which lets everyday investors design and deploy custom AI agents while following verified high-performance traders. Altogether, the platform aims to tear down Wall Street’s six-figure terminals and democratize intelligence for the next generation of traders.