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eCIO

eCIO Revenue

Investment ManagementFlag of USMadison, Wisconsin, United States11-20 Employees

$

eCIO revenue & valuation

Annual revenue$1,112,215
Revenue per employee$86,000
Estimated valuation?$3,600,000
Total funding$2,200,000

Key Contacts at eCIO

Flag of US

Rob Roquitte

Ceo And Co-Founder

Flag of US

Matthew Machacek

Director Of Marketing

Company overview

Headquarters821 E. Washington Ave., Suite 200, Madison, Wisconsin 53703, US
Phone number+16082914646
Website
NAICS5231
SIC738
Keywords
Investment Management, Investments, Non-Profits, Asset Management, Bonds, Nonprofits, Asset Allocation, Investment Advisor, Document Storage, Foundation, Fiduciary, Stock, Advisor, Technlogy, Financial Planner, Endowment, Low-Cost, Investment Policy, Board Management, Chief Investment Officer, Board Management Tools, Endowment Management, Spending Policy
Founded2019
Employees11-20
Socials

eCIO Email Formats

eCIO uses 2 email formats. The most common is {first name} (e.g., john@getecio.com), used 62.5% of the time.

FormatExamplePercentage
{first name}
john@getecio.com
62.5%
{first initial}
j@getecio.com
37.5%

About eCIO

We believe all nonprofits should have access to high-quality, low-cost, and enduring investment management services. eCIO is privileged to partner with many amazing foundations, endowments, and nonprofits that support inspiring missions critical to the well-being of communities around the world. We offer a holistic approach to serving nonprofit organizations that goes beyond asset management. Our team partners with your organization to provide not only a customized investment solution, but also valuable services to help you grow your financial resources and to serve your board or oversight committee. eCIO built eVestech (https://evestech.com) which is now used by other investment advisors. -- eCIO, Inc is a registered investment adviser with the Securities and Exchange Commission, located in Madison, Wisconsin. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where eCIO, Inc. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. As a registered investment advisory firm, we are restricted from posting, publishing, or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability, or completeness. eCIO, Inc. does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third-party content, services, products, or information, or for the collection or use of information regarding the website’s users and/or members.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
C-Suite
Director

Employees by Department

eCIO has 4 employees across 4 departments.

Departments

Number of employees

Funding Data

Explore eCIO's funding history, including investment rounds, total capital raised, and key backers.

Funding Date
Round
Amount
Link to Article
2020-12-243$2,200,000

Funding Insights

$2,200,000

Total funding amount

$2,200,000

Most recent funding amount

1

Number of funding rounds

eCIO Tech Stack

Discover the technologies and tools that power eCIO's digital infrastructure, from frameworks to analytics platforms.

Segment

Segment

Customer data platform

Google Optimize

Google Optimize

A/B Testing

Amazon SES

Amazon SES

Email

Vimeo

Vimeo

Video players

Embedly

Embedly

Widgets

Cloudflare

Cloudflare

CDN

Plyr

Plyr

Video players

Stripe

Stripe

Payment processors

jQuery

jQuery

JavaScript libraries

HubSpot Analytics

HubSpot Analytics

Analytics

HTTP/3

HTTP/3

Miscellaneous

HSTS

HSTS

Security

Frequently asked questions

eCIO is located in Madison, Wisconsin, US.
You can reach eCIO at +16082914646.
eCIO generates an estimated annual revenue of $1,112,215. This revenue figure reflects the company's market position and business performance in its industry.
eCIO has an estimated valuation of $3,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
eCIO was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.
eCIO has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.
eCIO has raised a total of $2,200,000 across 1 funding rounds. This investment has helped the company grow and expand its operations.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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