AI Investment "ROBOPRO" Achieves First Place in Oricon Customer Satisfaction® Survey 2026 "Robo-advisor" Ranking

FOLIO Inc. (Headquarters: Chiyoda-ku, Tokyo; Representative Director: Morifumi Yomoto; hereinafter "FOLIO"), a subsidiary of FOLIO Holdings Inc., which provides innovative financial solutions within the SBI Group, announced that its AI investment service "ROBOPRO®" has achieved the first place in the 2026 Oricon Customer Satisfaction® Survey for "Robo-advisors." Furthermore, in the rankings by evaluation item, ROBOPRO also secured first place in five categories: "Ease of use of site/app," "Product design," "Ease of investment setup," "Satisfaction with investment performance," and "Information provided." The Oricon Customer Satisfaction® Survey is an independent questionnaire survey conducted by Oricon ME Inc., targeting only actual service users. Among robo-advisors, "ROBOPRO" is a highly unique service characterized by its AI predicting market upturns and downturns and dynamically changing investment allocations based on those predictions. FOLIO Holdings Inc., its parent company, announced last month that its total assets under management* exceeded 1 trillion yen, and "ROBOPRO"'s investment strategy has been a driving force behind this growth. Currently, "ROBOPRO"'s investment algorithm is deployed across multiple channels, including investment trusts and discretionary investment services, offering products that meet diverse needs. FOLIO will continue to contribute to everyone's asset formation by realizing "AI investment" with high market responsiveness, aiming for more customers to use "ROBOPRO" in the future. 【Overview of "Oricon Customer Satisfaction® Survey Robo-advisor"】 Survey Organizer: Oricon ME Inc. Survey Method: Internet survey Respondents: 4,353 people Companies (Services) Surveyed: 10 Survey Period: 2026/01/05～2026/01/15, 2024/12/18～2025/01/06, 2024/01/16～2024/01/24 Target Audience: Gender - unspecified, Age - 18-84 years old, Region - nationwide Conditions - Individuals who meet all of the following conditions: 1) Currently using a robo-advisor and have been operating it for more than 1 year 2) Opened an account on a website Definition: Among operators registered with the Financial Services Agency, companies that provide discretionary investment management services online, automatically create portfolios based on users' risk tolerance and investment objectives, and automatically buy/sell investment products and rebalance according to market conditions. *"Total assets under management": The total balance of assets involved with subsidiaries of FOLIO Holdings Inc., specifically referring to the sum of "assets entrusted by customers to FOLIO (including assets managed under discretionary investment services)," "assets managed under discretionary investment services utilizing 4RAP in financial institutions such as banks and securities companies," and "assets of financial products for which subsidiaries of FOLIO Holdings Inc. provide investment advisory services." "ROBOPRO®" is a registered trademark of FOLIO Inc. 【Display related to Financial Instruments and Exchange Act, etc.】 Trade Name, etc.: FOLIO Inc., Financial Instruments Business Operator Registration Number: Kanto Local Finance Bureau (Kinsho) No. 2983 Member Associations: Japan Securities Dealers Association, The Investment Trusts Association, Japan Account opening and management fees for FOLIO's comprehensive securities account are free. Investments in products handled by FOLIO may incur prescribed fees and expenses for each product. Furthermore, in financial product transactions, losses may occur due to fluctuations in stock prices, exchange rates, interest rates, and other indicators, potentially falling below the investment principal. Please thoroughly check the contents of documents delivered before contract conclusion when entering into a contract. Details on fees, etc., and risks here: https://folio-sec.com/support/terms/transaction-fees ■About FOLIO Holdings Inc. FOLIO Holdings is committed to its mission of "Designing Tomorrow's Finance" and aims to realize a prosperous future by creating financial solutions required by society. Currently, it has two subsidiaries: FOLIO Inc., which provides discretionary investment management solutions and investment advisory services to general customers and financial institutions, and AlpacaTech Inc., which develops solutions related to investment, operation, research, analysis, and system integration for the financial industry. Through strong business synergy between the two companies, FOLIO Holdings is expanding its financial solutions utilizing advanced technological capabilities. Moving forward, we will continue to earnestly address the challenges of our customers and society, design new solutions with our group's strengths in technology and creativity, and provide them to a wider range of stakeholders.