Meet
Folio

Focused on building technology that enables you to
Spend more time with clients,
and less time on admin.

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The folio story
Born from InsureTech, Built for Advisers
Folio began in 2020 when co-founders Roneel Kumar and Alistair Monk set out to create a digital ecosystem for insurance. What started as a pilot quickly proved the power of a centralised platform to simplify distribution and empower advisers. Today, Folio continues to shape the future of insurance with proprietary technology and industry-leading integrations.
Our founders saw the need for a smarter, simpler way to distribute insurance. Today, Folio is empowering New Zealand’s best advisers with technology that connects, streamlines, and grows their businesses.

Who we are
A team of insurance experts




What sets the Folio team apart is our dedication to strengthening relationships, not selling products. With a compliance-first foundation, our platform empowers advisers to act with complete confidence, always putting their clients’ best interests first.
Making the complex simple, with an effortless platform for all.
Clear, honest tools that strengthen lasting relationships.
Empowering advisers to grow with clarity and confidence.
The Folio Team
Folio Values
Trust & Transparency
Simplicity
Empowerment
Optimise your workflow — with Folio
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We have a few of these
Awards & recognitions.
2025
Awwwards
Vale & Thorn
Site of the Day
2025
Webby Awards
Niveo Studio
Best Visual Design – Function
2024
CSS Design Awards
Orra Identity
Website of the Year – Nominee
2024
Awwwards
Kinform Journal
Honorable Mention
2022
CSS Design Awards
Lumen Path
Special Kudos
2021
Webby Awards
Vanta Supply Co.
People’s Voice Winner – Best Brand Website
2020
Awwwards
Ardyn Archives
Developer Award
2019
CSS Design Awards
Sonder Haus
UI Design – Winner