eCIO is a fiduciary investment advisor serving nonprofits, foundations, and endowments nationwide. We help organizations build enduring investment programs through institutional-quality investment management, governance support, and OCIO services designed exclusively for the nonprofit sector. 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.
| Website | https://getecio.com |
| Employees | 13 (10 on RocketReach) |
| Founded | 2019 |
| Address | 821 E. Washington Ave. Suite 200, Madison, Wisconsin 53703, US |
| Technologies |
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| Industry | Investment Management |
| Keywords | Nonprofit Financial Planning, Responsible Investment, Mission-Driven Investing |
| Competitors | Fidelity Investments, Schwab Advisor Services, Vanguard, SoFi, Robinhood, Betterment, Wealthfront, Acorns, Personal Capital, Stash +41 more (view full list) |
Looking for a particular eCIO employee's phone or email?
Phil Waara is the COO and Co-Founder of eCIO.
10 people are employed at eCIO.
eCIO is based in Madison, Wisconsin.