ETF Action logo

ETF Action Employee Directory

Financial ServicesColorado, United States11-50 Employees

ETF Action is an independent technology and research firm within financial services that helps advisors strengthen portfolios, improve client experiences, and navigate the ETF, mutual fund, and closed-end fund landscape. Its primary customers are financial advisors and RIAs who seek tools and guidance to optimize investment decisions and client communications. The company functions as a resource to interpret a broad fund universe and support advisory workstreams.

Based in Denver, Colorado, ETF Action operates with a small team. The firm has formed partnerships that integrate its platform into the RIA model marketplace, including collaborations with THOR Financial Technologies in 2021 and UX Wealth Partners in 2022. In February 2021, it rolled out a new Dashboard interface along with other platform upgrades.

Find ETF Action employees' phone numbers or email addresses

ETF Action Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

ETF Action's Leadership

  • Founding Partner at ETF Action
    M. A.
    Founding Partner
  • Founding Partner at ETF Action
    A. S.
    Founding Partner
  • Founding Partner at ETF Action
    A. S.
    Founding Partner
  • Advisory Board at ETF Action
    N. G.
    Advisory Board
  • Board Member at ETF Action
    B. F.
    Board Member
  • Advisory Board Member at ETF Action
    J. R.
    Advisory Board Member
  • Software Engineer at ETF Action
    K. B.
    Software Engineer
  • Director Fund Issuer Solutions at ETF Action
    R. W.
    Director Fund Issuer Solutions

ETF Action Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Consultant
  • Engineering
  • Entrepreneurship
  • Other

Contact profiles from ETF Action

Name
Title
Contact
Location
Last Update
  • Founding Partner at ETF Action
    M. A.
    Founding Partner
    United States, Colorado
    Mar 24, 2026
  • Founding Partner at ETF Action
    A. S.
    Founding Partner
    United States, Colorado
    Apr 14, 2026
  • Founding Partner at ETF Action
    A. S.
    Founding Partner
    United States, Colorado
    Nov 13, 2023
  • Advisory Board at ETF Action
    N. G.
    Advisory Board
    United States, Massachusetts
    Apr 14, 2026
  • Board Member at ETF Action
    B. F.
    Board Member
    United States, Virginia
    Mar 20, 2026
  • Advisory Board Member at ETF Action
    J. R.
    Advisory Board Member
    United States, New York
    Mar 25, 2026
  • Software Engineer at ETF Action
    K. B.
    Software Engineer
    United States, Massachusetts
    Feb 20, 2025
  • Director Fund Issuer Solutions at ETF Action
    R. W.
    Director Fund Issuer Solutions
    United States, New Jersey
    Sep 19, 2025
  • Director, Investor Relations Solutions-Healthcare at ETF Action
    C. Z.
    Director, Investor Relations Solutions-Healthcare
    United States, Colorado
    Apr 22, 2026

Frequently Asked Questions

What is ETF Action known for?

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ETF Action was founded in 2018 and operates in the Financial Services industry. Explore ETF Action's company overview page for more information.

What is ETF Action's most common email format?

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ETF Action employees' email format typically follows the pattern of First@etfaction.com. Trying to find reliable and up-to-date employee contact data? Find more ETF Action email formats with LeadIQ.

How many employees does ETF Action have currently?

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ETF Action has approximately 11 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are ETF Action's key employees and leadership?

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As of August 2026, ETF Action's key employees include:

  • Founding Partner: M. A.
  • Founding Partner: A. S.
  • Founding Partner: A. S.
  • Advisory Board: N. G.
  • Board Member: B. F.

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