ETF Action is an independent technology and research firm focused on helping advisors build better portfolios, create engaging experiences with their clients, and navigate the vast ETF, mutual fund, and closed-end fund landscape.
| Website | http://www.etfaction.com |
| Employees | 11 (6 on RocketReach) |
| Founded | 2018 |
| Technologies |
JavaScript
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HTML
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Twitter
+23 more
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| Industry | Financial Services, Portfolio Construction, Research, Investing, Data, Technology, Market Commentary, Exchange Traded Funds, Strategy, Model Portfolios, Idea Generation, ETF Playbooks |
| Keywords | Etf Analytics, Portfolio Management, Investment Research, Portfolio Construction, Fund Selection, Financial Technology, Mutual Fund Analysis, Asset Allocation, Advisor Technology, Closed End Fund, Investment Strategies, Data Analytics, Wealthtech, Wealth Management Tools, Client Engagement, Investment Solutions, Financial Planning, Digital Advice, Technology Solutions |
| Competitors | J.P. Morgan, Fidelity Investments, Schwab Advisor Services, Vanguard, BlackRock, T. Rowe Price, Legg Mason (Acquired by Franklin Templeton), Invesco Ltd., State Street Global Advisors, iShares +37 more (view full list) |
Looking for a particular ETF Action employee's phone or email?
ETF Action Questions
Alex Shepard is the Founding Partner of ETF Action.
6 people are employed at ETF Action.
ETF Action is based in Denver, Colorado.
Top ETF Action Employees
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Alex Shepard
Founding Partner at ETF Action
Denver, CO, US5+5+ -
Mike Akins
Founding Partner at ETF Action
Denver, CO, US25 -
Kelly Burke
Software Engineer at ETF Action
Boston, MA, US21 -
Rowland Wilhelm
Sales Consultant at ETF Action
New York, NY, US35+ -
3
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Charlie Higonenq
Associate at ETF Action
Melrose, MA, US3
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