Overview

eCIO

Information by Research Trustfinance

https://ecio.com/

eCIO, Inc. provides an outsourced Chief Investment Officer (OCIO) solution designed specifically for Registered Investment Advisors (RIAs) and independent wealth management firms. The company delivers a complete ecosystem of customized investment management, advanced technology, and dedicated operational support. Originally developed as an internal solution at a large wealth management firm, eCIO was spun off as an independent entity in 2021 to empower advisors to scale their businesses, enhance client service, and focus on growth by offloading complex investment management and back-office tasks.

Founded in
United States

United States


Industry

    Financial

  • Financial AdvisementPRIMARY
  • Other Service