Ranked #1 in New Discretionary Investment Contracts for Fiscal Year 2025

FOLIO, Inc. (Headquarters: Chiyoda-ku, Tokyo; Representative Director: Morifumi Yonmo, hereinafter "FOLIO"), a subsidiary of FOLIO Holdings, Inc., a company within the SBI Group that provides innovative financial solutions, announces that it has ranked first in the number of new discretionary investment contracts for wrap account services during the fiscal year 2025 (April 1, 2025 – March 31, 2026) (※1).

FOLIO has now achieved the top ranking in new contract volume for the fourth consecutive fiscal year, following its first-place finishes in FY2022, FY2023, and FY2024.

The chart below shows the number of new discretionary investment contracts for the top 10 major providers (※2) in wrap account services for FY2025. FOLIO ranked first with 89,171 new contracts. The company offers wrap services in diverse formats, including its proprietary AI-driven investment services "ROBOPRO®" and "Omakase Investment," as well as multiple discretionary investment services on its institutional platform "4RAP (ForaWrap)," which is provided to financial institutions. This diversified approach is believed to be the reason for the high evaluation from customers.

FOLIO Holdings, Inc., the parent company, has surpassed ¥1.1 trillion in total managed assets (※3), with "ROBOPRO" and "4RAP" serving as key growth drivers. Additionally, new services continue to be launched, such as the "SBI Wrap Olive Consulting Course" (nickname: Olive Wrap), which began offering services in May using the 4RAP platform. FOLIO will continue to expand its discretionary investment services to contribute to the asset formation of an increasing number of customers.

For details on the chart values, please refer to ※1.

※2 Refers to the top 10 companies by number of new contracts during the same period, among the 28 companies listed in the statistical report "Contract Asset Status: Wrap Account Services" published by the Japan Investment Advisers Association (March 31, 2025, and March 31, 2026). (External website: Japan Investment Advisers Association HP: https://www.imaj.or.jp/statistics/jiaa/ · March 2026: https://www.imaj.or.jp/statistics/jiaa/pdf-cms/202603wrap.pdf

Please note that the data for March 31, 2025, was publicly available at the time of reference but is currently not publicly accessible.)

※3 "Total Managed Assets": The total balance of assets involved by subsidiaries of FOLIO Holdings, Inc., specifically including: "Assets entrusted by customers to FOLIO (including assets managed through discretionary investment services)", "Assets managed through discretionary investment services using 4RAP at financial institutions such as banks and securities companies", and "Assets of financial products for which subsidiaries of FOLIO Holdings, Inc. provide investment advice."

【Disclosure pursuant to the Financial Instruments and Exchange Act, etc.】

Company Name: FOLIO, Inc. – Financial Instruments Business Operator

Registration Number: Kanto Local Finance Bureau (Financial Instruments Business) No. 2983

Member Associations: Japan Securities Dealers Association, Japan Investment Advisers Association

＜Regarding Fees and Risk Information＞

There are no account opening or management fees for FOLIO's comprehensive securities account.

Investing in products offered by FOLIO may require payment of specified fees or necessary expenses depending on the product. Additionally, in financial product transactions, losses may occur due to fluctuations in stock prices, exchange rates, interest rates, or other indicators, potentially resulting in losses exceeding the principal investment. Please carefully review the contents of documents provided prior to contract execution.

For detailed information on fees and risks, please visit:

https://folio-sec.com/support/terms/transaction-fees

About FOLIO Holdings, Inc.

FOLIO Holdings, Inc. operates under the mission of "Designing the Finance of Tomorrow," aiming to realize a prosperous future by creating financial solutions that meet the needs of society. The company currently oversees FOLIO, Inc., which provides discretionary investment and advisory services to individual and institutional clients, and AlpacaTech, Inc., which develops investment, asset management, research, analysis, and system integration solutions for the financial industry. Leveraging strong synergies between the two companies, FOLIO Holdings utilizes advanced technological capabilities to expand its financial solutions. The company will continue to sincerely address customer and societal challenges, designing new solutions with its group strengths in technology and creativity, and delivering value to a broader range of stakeholders. FOLIO Holdings is a group company of SBI Holdings, Inc., which is listed on the Prime Market of the Tokyo Stock Exchange and owns SBI Securities.

Headquarters: 4th Floor, Kyodo Building Ichibancho, 16-1 Ichibancho, Chiyoda-ku, Tokyo

Business: Management and ancillary operations of group companies

Representative: President & CEO Shichiro Kai

Established: April 1, 2019

URL: https://folio-hd.com

FOLIO, Inc. Company Overview

Headquarters: 4th Floor, Kyodo Building Ichibancho, 16-1 Ichibancho, Chiyoda-ku, Tokyo

Business: Type I Financial Instruments Business, Investment Management Business, Investment Advisory and Agency Business

Registration: Financial Instruments Business Operator, Kanto Local Finance Bureau (Financial Instruments Business) No. 2983

Member Associations: Japan Securities Dealers Association, Japan Investment Advisers Association

Representative: Representative Director Morifumi Yonmo

Established: December 10, 2015

URL: https://folio-sec.com