One platform to manage every entity, ownership hierarchy, compliance filing, and estate plan — with the clarity your advisors, counsel, and trustees actually need.
Free for up to 10 entities. No credit card required.
Entity Portfolio
47 entities across 6 jurisdictions
Ownership Structure
Total Entities
47
+2 this month
BOI Filings Due
3
Next: Apr 15
Jurisdictions
6
US, UK, BVI
Why Foli
And how Foli solves each one.
CTA/BOI deadlines don't wait. Foli automates beneficial ownership inventory, tracks filing status across every entity, and sends deadline alerts before fines accrue.
Ownership hierarchies shouldn't live in a spreadsheet. Foli maps your full ownership graph visually — from the top-level holding company down to individual beneficial owners.
Formation docs, operating agreements, and compliance filings — organized by entity, not by folder. AI-powered extraction reads your documents and populates entity data automatically.
Platform
Not a generic corporate governance tool retrofitted for wealth management. Purpose-built for multi-generational, multi-entity, multi-jurisdiction structures.
Full lifecycle management for LLCs, C-Corps, Trusts, LPs, Foundations, and 7 more entity types. Track formation details, registered agents, key dates, and governance requirements across any jurisdiction.
Westfield Holdings LLC
LLC · Delaware
Pacific Trust Co
Trust · Nevada
Harbor Investment LP
LP · California
Summit Foundation
Foundation · New York
Results
47
entities mapped in under 2 hours
0
missed CTA deadlines
6
jurisdictions, one dashboard
< 1 day
average onboarding time
We were managing 47 entities across 6 jurisdictions in spreadsheets and a file server. Foli gave us our first clear picture of who owned what — and we found two entities that hadn't been updated for CTA compliance.
Director of Operations
Single-Family Office, $800M AUM
The ownership visualization alone was worth the switch. Our estate counsel used it in a meeting the first week.
Family Office Principal
Multi-Generational Structure
We evaluated Athennian and EntityKeeper. Foli was the only one that felt like it was built for our type of structure — not enterprise legal departments.
CFO
Multi-Family Office
Pricing
Most entity management platforms make you book a call before you can see pricing. We don't.
Starter
No credit card required
Up to 10 entities. Ownership visualization. Basic document storage.
Get StartedPro
per month
Up to 50 entities. Full document vault. Filing reminders. Org chart exports.
Start Free TrialBusiness
per month
CTA/BOI automation. AI document extraction. Succession planning. Up to 150 entities.
Request a DemoEnterprise
per month
Unlimited entities. SSO/SAML. API access. Dedicated onboarding. 99.9% SLA.
Talk to SalesWe'll walk you through a live demo using realistic family office data — multi-level entity hierarchies, compliance workflows, and ownership visualization.
We typically respond within one business day. No sales pressure.