Insights

Target Sector Alignment eCIO's focus on serving nonprofit organizations and foundations presents a significant opportunity to introduce innovative investment management solutions tailored to the unique needs of the non-profit sector.

Technology Integration The company's use of advanced tech stacks like Fullstory, Cloudflare Bot Management, and cloud-based tools indicates an openness to digital innovation, making it a prime candidate for upgraded or complementary financial technology solutions.

Market Growth Potential With a clear mission to provide low-cost, high-quality investment services to nonprofits, eCIO is positioned to expand as the nonprofit landscape grows, offering scalable solutions for increasing client demands.

Partnership Expansion eCIO's development of platforms like eVestech used by other advisors signals opportunities for strategic alliances or product integrations that could extend your offerings into the nonprofit investment advisory ecosystem.

Financial Health Signals While revenue figures are modest at $10M to $25M, the company's focus on partnering with foundations and its registration with SEC demonstrate stability and growth potential, making it an attractive prospect for investment or collaborative initiatives.

eCIO Tech Stack

eCIO uses 8 technology products and services including Google Optimize, Linkedin Insight Tag, Amazon Route 53, and more. Explore eCIO's tech stack below.

  • Google Optimize
    A/B Testing
  • Linkedin Insight Tag
    Analytics
  • Amazon Route 53
    Domain Name Services
  • Amazon Simple Email Service
    Email
  • React
    Javascript Frameworks
  • HubSpot
    Marketing Automation
  • Microsoft
    Miscellaneous
  • Cloudflare Bot Management
    Security

Media & News

eCIO's Email Address Formats

eCIO uses at least 1 format(s):
eCIO Email FormatsExamplePercentage
FLast@getecio.comJDoe@getecio.com
67%
First@getecio.comJohn@getecio.com
33%

Frequently Asked Questions

Where is eCIO's headquarters located?

Minus sign iconPlus sign icon
eCIO's main headquarters is located at 821 East Washington Avenue Suite 200 Madison, Wisconsin 53703 United States. The company has employees across 2 continents, including North AmericaAfrica.

What is eCIO's stock symbol?

Minus sign iconPlus sign icon
eCIO is a publicly traded company; the company's stock symbol is WPM.

What is eCIO's official website and social media links?

Minus sign iconPlus sign icon
eCIO's official website is getecio.com and has social profiles on LinkedInCrunchbase.

What is eCIO's NAICS code?

Minus sign iconPlus sign icon
eCIO's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does eCIO have currently?

Minus sign iconPlus sign icon
As of June 2026, eCIO has approximately 13 employees across 2 continents, including North AmericaAfrica. Key team members include Ceo And Co-Founder: R. R.Cio, Chief Ai Officer, Pmo/Pm Lead, Cybersecurity Officer, It Dept. Manager: J. D.Chief Revenue Officer, Investment Advisor: C. D.. Explore eCIO's employee directory with LeadIQ.

What industry does eCIO belong to?

Minus sign iconPlus sign icon
eCIO operates in the Investment Management industry.

What technology does eCIO use?

Minus sign iconPlus sign icon
eCIO's tech stack includes Google OptimizeLinkedin Insight TagAmazon Route 53Amazon Simple Email ServiceReactHubSpotMicrosoftCloudflare Bot Management.

What is eCIO's email format?

Minus sign iconPlus sign icon
eCIO's email format typically follows the pattern of FLast@getecio.com. Find more eCIO email formats with LeadIQ.

When was eCIO founded?

Minus sign iconPlus sign icon
eCIO was founded in 2019.

eCIO

Investment ManagementWisconsin, United States11-50 Employees

eCIO is a mid-sized investment management firm based in Madison, Wisconsin, and is registered as an investment adviser with the Securities and Exchange Commission. Its client base includes foundations, endowments, and other nonprofit organizations seeking high-quality, low-cost, enduring investment management. The firm follows a holistic approach that combines customized investment solutions with governance-focused services to help nonprofits grow resources and support board oversight.

eCIO has developed a technology platform called eVestech, which has been adopted by other investment advisers. The company emphasizes tailored investment programs for nonprofits and notes that its partner organizations contribute to communities around the world.

Section iconCompany Overview

Headquarters
821 East Washington Avenue Suite 200 Madison, Wisconsin 53703 United States
Stock Symbol
WPM
NAICS Code
5239 - Other Financial Investment Activities
Founded
2019
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    eCIO's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    eCIO's revenue is estimated to be in the range of $10M$25M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.