FundX, a division of One Capital Management Revenue

Investment Management • San Francisco, California, United States • 21-50 Employees

FundX, a division of One Capital Management revenue & valuation

Annual revenue	$18,400,000
Revenue per employee	$654,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$58,600,000
Total funding	No funding

Key Contact at FundX, a division of One Capital Management

Josephine Lacuesta

Director / Client Services At Fundx, A Division Of One Capital Management, Llc

Company overview

Headquarters	101 Montgomery St, Suite 2400, San Francisco, CA 94104, US
Phone number	+18003231510
Website	fundx.com
NAICS	5231
SIC	628
Keywords	Investments, Fixed Income, Financial Planning, Mutual Funds, Wealth Management, Exchange Traded Funds, Sustainable Responsible Impact (Sri) Investing
Founded	1969
Employees	21-50
Socials

FundX, a division of One Capital Management Email Formats

FundX, a division of One Capital Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@fundx.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@fundx.com	100%

About FundX, a division of One Capital Management

Founded in 1969, FundX, a division of One Capital Management, LLC, was one of the first advisers to use noload mutual funds to professionally manage private client accounts. Today, we use our evidence-based, global investment strategies to manage sustainable, equity, fixed income, and alternative portfolios for individuals, corporate retirement plans, and foundations. Our investment advisors are fiduciaries who act in your best interest. We've helped generations of clients build and preserve wealth and meet lifelong investment goals for more than 50 years.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

FundX, a division of One Capital Management has 2 employees across 1 departments.

Departments

Number of employees

Funding Data

FundX, a division of One Capital Management has never raised funding before.

FundX, a division of One Capital Management Tech Stack

Discover the technologies and tools that power FundX, a division of One Capital Management's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

jQuery CDN

CDN

AddThis

Widgets

Slick

JavaScript libraries

Drupal

CMS

Salesforce Marketing Cloud Account Engagement

Marketing automation

MariaDB

Databases

jQuery

JavaScript libraries

PHP

Programming languages

MailChimp

Google Analytics

Analytics

Google Workspace

Frequently asked questions

FundX, a division of One Capital Management is located in San Francisco, California, US.

You can reach FundX, a division of One Capital Management at +18003231510.

FundX, a division of One Capital Management generates an estimated annual revenue of $18,304,172. This revenue figure reflects the company's market position and business performance in its industry.

FundX, a division of One Capital Management has an estimated valuation of $58,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

FundX, a division of One Capital Management was founded in 1969, making it 57 years old. The company has established itself as a significant player in its industry over this time.

FundX, a division of One Capital Management has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at FundX, a division of One Capital Management

Josephine Lacuesta

Director / Client Services At Fundx, A Division Of One Capital Management, Llc

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