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

Find your way into eCIO

Paths you didn't know you had: your email and LinkedIn already hold routes to the eCIO team. We find them for you
2nd- and 3rd-degree connections: the friend-of-a-friend routes that take hours to manually find through your inbox or LinkedIn
Answers now, not in days: momentum is everything in a raise. Skip asking around whether someone knows someone

Days of research, done the moment you sign in, with every route ranked by how warm it is.

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.

Related companies · 8

Infinite GivingInfinite Giving is a Registered Investment Advisor and technology platform serving nonprofits, offering cash management, investment portfolios, brokerage accounts, and a donation widget that accepts cash, stock, crypto, donor-advised funds, and endowments. The platform provides outsourced CIO and fiduciary services along with integrations for QuickBooks and CRMs to help nonprofits manage assets and donations in one place.

ZeffyZeffy operates a 100% free, all-in-one fundraising and donor management platform for nonprofits and charities, offering tools such as donation collection and volunteer management. It serves nonprofits across the United States and Canada and is a Certified B Corporation.

InstrumentlInstrumentl is a platform that helps nonprofits and foundations discover and manage grant opportunities. The company provides software tools to streamline the grant research and application process for mission-driven organizations.

IndustriesJ.P. Morgan is a global financial services firm serving corporations and individuals in more than 100 countries, offering investment research, tools, data, analytics, and advisory services. It supports institutional investors, asset and fund managers, hedge funds, broker dealers, and equity issuers with liquidity, fixed income strategies, and equity compensation solutions.

SmartAssetFisher 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.

VanguardVanguard 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 InvestmentsRussell 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.

CorporatefinanceinstituteCorporate Finance Institute offers an online specialization program teaching finance professionals how to integrate environmental, social, and governance (ESG) factors into financial analysis, valuation, and investment decision-making. The program covers ESG frameworks, sustainability integration, greenhouse gas accounting, and climate risk management across eight core courses.

Companies working in the same space as eCIO.

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.