eCIO

eCIO

Investment Management 821 E. Washington Ave. 12 employees
Employees
12
Contacts
4
Emails
4
Phones
3

eCIO Overview

Headquarters
821 E. Washington Ave.
Phone Number
Available in AeroLeads
Website
getecio.com
Industry
Investment Management
Employees
12
Founded
2019
Funding
2.2M
Company Email
Available in AeroLeads
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities

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.

eCIO Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
3
75.0% coverage

eCIO Org Chart

Sample employees and titles
Name Title Contact
Rob Roquitte, Cfa CEO & Founder at Ecio - Evestech
Email Phone
Clark Huang Technology Leadership to Help Grow and Scale Businesses
Email
James Dutcher CIO - Digital Transformation Leader - Expert in AI, Cybersecurity, Pm, IT Strategy & Enterprise Innovation Shaping the Future of Organizations
Email Phone
Timothy Ivey Co-founder & VP of Marketing - Driving Growth for Nonprofits Through Strategic Marketing, Technology, and AI Innovation
Email Phone

Employees by Management Level

Executive 4 profiles
Individual contributor 2 profiles

Department Contact Coverage

Department Contacts Email Phone
Executive 1 1 0

eCIO Tech Stack

Data / AI 2 profiles

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