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 ActivitiesPortfolio ManagementAll 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 | Location | Contact |
|---|---|---|---|
| Rob Roquitte, Cfa | CEO & Founder at Ecio - Evestech | Madison, Wisconsin, United States |
Email
Phone
|
| Clark Huang | Technology Leadership to Help Grow and Scale Businesses | Greater Tampa Bay Area, United States |
Email
|
| James Dutcher | CIO - Digital Transformation Leader - Expert in AI, Cybersecurity, Pm, IT Strategy & Enterprise Innovation Shaping the Future of Organizations | Endicott, New York, United States |
Email
Phone
|
| Timothy Ivey | Co-founder & VP of Marketing - Driving Growth for Nonprofits Through Strategic Marketing, Technology, and AI Innovation | Woodruff, South Carolina, United States |
Email
Phone
|
Employees by Management Level
Executive
4 profiles
Individual contributor
2 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 1 | 1 | 0 |
eCIO Tech Stack
Data / AI
2 profiles
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