


eCIO Revenue
Investment Management • Madison, Wisconsin, United States • 11-20 Employees
eCIO revenue & valuation
| Annual revenue | $1,112,215 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $3,600,000 |
| Total funding | $2,200,000 |
Key Contacts at eCIO
Rob Roquitte
Ceo And Co-Founder
Matthew Machacek
Director Of Marketing
Company overview
| Headquarters | 821 E. Washington Ave., Suite 200, Madison, Wisconsin 53703, US |
| Phone number | +16082914646 |
| Website | |
| NAICS | 5231 |
| SIC | 738 |
| 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 |
| Founded | 2019 |
| Employees | 11-20 |
| 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.
| Format | Example | Percentage |
|---|---|---|
{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
Employees by Department
eCIO has 4 employees across 4 departments.
Departments
Number of employees
eCIO Tech Stack
Discover the technologies and tools that power eCIO's digital infrastructure, from frameworks to analytics platforms.
Customer data platform
A/B Testing
Video players
Widgets
CDN
Video players
Payment processors
JavaScript libraries
Analytics
Miscellaneous
Security
Frequently asked questions
4.8
40,000 users



