How much funding has eCIO raised?

eCIO has disclosed $2.2M raised across 1 round.

Where is eCIO headquartered?

eCIO is headquartered in Madison, US.

eCIO

Madison, US · Founded 2020 · Delaware corporation

eCIO is an outsourced chief investment officer and advisory service for nonprofits, endowments, foundations, and religious institutions, providing investment policy governance, asset allocation, portfolio management, and reporting. It offers a proprietary communication portal built for nonprofit investment committees and boards, and operates as a fiduciary with fee-based advisory pricing.

Fintech Impact & Social Good SaaS

Founders & leadership

Clark HuangNamed on SEC filing

Phil WaaraAdvisor (CIPM)

Robin RoquitteNamed on SEC filing

Rob RoquitteCEO

Courtney Dean

Aditya Bhave

Reported raises · per SEC filings

Form D private placements

$2.2M disclosed across 1 round · 2020

▶$2.2MraisedNov 2020 · 18 investors · Business Services

Rule 506(b)

Officers, directors & promoters on the filing

Clark HuangExecutive Officer, Director
Phil WaaraExecutive Officer
Robin RoquitteExecutive Officer, Director, Promoter

Offering amount: $2.6M
Amount sold: $2.2M
First sale: Oct 2020
Incorporated: Corporation, Delaware, 2020
Federal exemptions: 06b

Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Competitors · 8

by search overlap

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Interactive Strength Acquires Ergatta61 shared keywordsFidelity provides brokerage and investing services for individual retail investors, including commission-free online trading of US stocks and ETFs and fractional share purchases starting at $1. It positions itself as a personal finance and investment provider serving customers pursuing long-term financial goals.

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SmartAsset43 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.

Vanguard42 shared keywordsVanguard offers investment products, savings and retirement tools, and personalized financial advice to help individuals build long-term wealth. It operates in the investment management and financial services industry.

Russell Investments36 shared keywordsRussell Investments is an asset management and investment solutions firm serving financial professionals, institutional investors such as pension funds and non-profits, and retail investors. It offers services aimed at reducing risk, increasing returns, and controlling costs.

Companies competing with eCIO for the same Google search keywords, organic and paid, via search-intersection analysis.

Frequently asked questions

What does eCIO do?: eCIO is an outsourced chief investment officer and advisory service for nonprofits, endowments, foundations, and religious institutions, providing investment policy governance, asset allocation, portfolio management, and reporting. It offers a proprietary communication portal built for nonprofit investment committees and boards, and operates as a fiduciary with fee-based advisory pricing.
How much funding has eCIO raised?: eCIO has disclosed $2.2M raised across 1 round.
Where is eCIO headquartered?: eCIO is headquartered in Madison, US.