Insights

Strategic Acquisitions The company has a track record of acquiring fintech and financial services assets, including Veriti Technologies and stake in Principal Financial Group, indicating a growth-oriented sales approach and potential interest in scalable tech partnerships or integrated solutions.

Direct Indexing Focus Specializes in direct indexing to reflect client values, suggesting opportunities for ESG integration, customized portfolios, and value-aligned investment solutions with potential bundled offerings.

Mid-Mized Scale Operates with 501-1000 employees and mid-market revenue in the 10–25 million range, signaling readiness for enterprise-grade platforms, white-label solutions, and scalable services targeting mid-market financial advisors and RIAs.

Growth Readiness Recent acquisitions indicate a growth trajectory and potential openness to partnerships in technology, data analytics, and risk/portfolio optimization tools to accelerate expansion.

Digital & Analytics Tech stack includes analytics and web technologies, suggesting receptivity to modernization initiatives, client-facing digital experiences, and secure, compliant platforms to enhance client engagement.

First Trust Direct Indexing Tech Stack

First Trust Direct Indexing uses 8 technology products and services including Open Graph, Google Fonts API, Alpine.js, and more. Explore First Trust Direct Indexing's tech stack below.

Open Graph

Content Management System

Google Fonts API

Font Scripts

Alpine.js

Javascript Frameworks

Windows Server

Operating Systems

HSTS

Security

Google Analytics

Web Analytics

Adobe Fonts

Web Fonts

Microsoft IIS

Web Servers

First Trust Direct Indexing Email Formats	Example	Percentage
FLast@veritimanagement.com	JDoe@veritimanagement.com	100%

First Trust Direct Indexing Email Formats

Example

Percentage

FLast@veritimanagement.com

JDoe@veritimanagement.com

100%

Frequently Asked Questions

What is First Trust Direct Indexing's phone number?

You can contact First Trust Direct Indexing's main corporate office by phone at

+1-617-752-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is First Trust Direct Indexing's official website and social media links?

First Trust Direct Indexing's official website is ftdirectindexing.com and has social profiles on LinkedIn.

How much revenue does First Trust Direct Indexing generate?

As of July 2026, First Trust Direct Indexing's annual revenue is estimated to be $10M - $25M.

What is First Trust Direct Indexing's NAICS code?

First Trust Direct Indexing's NAICS code is 52 - Finance and Insurance.

How many employees does First Trust Direct Indexing have currently?

As of July 2026, First Trust Direct Indexing has approximately 501 employees across 1 continents, including North America. Key team members include Chief Executive Officer: R. H. and : W. R. Explore First Trust Direct Indexing's employee directory with LeadIQ.

What industry does First Trust Direct Indexing belong to?

First Trust Direct Indexing operates in the Financial Services industry.

What technology does First Trust Direct Indexing use?

First Trust Direct Indexing's tech stack includes Open Graph, Google Fonts API, Alpine.js, Windows Server, HSTS, Google Analytics, Adobe Fonts and Microsoft IIS.

What is First Trust Direct Indexing's email format?

First Trust Direct Indexing's email format typically follows the pattern of FLast@veritimanagement.com. Find more First Trust Direct Indexing email formats with LeadIQ.

When was First Trust Direct Indexing founded?

First Trust Direct Indexing was founded in 2018.

First Trust Direct Indexing

Q: How many employees does First Trust Direct Indexing have currently?

First Trust Direct Indexing has approximately 501 employees.

Q: What is First Trust Direct Indexing's NAICS code?

First Trust Direct Indexing's NAICS code is 52 (Finance and Insurance).

Financial ServicesMassachusetts, United States501-1000 Employees

First Trust Direct Indexing L.P. operates in the financial services sector, offering flexible options that enable a portfolio to reflect individual values. Based in Boston, Massachusetts, the firm positions itself to serve clients seeking direct indexing solutions that align with their personal or organizational preferences. Its operations are anchored in direct indexing capabilities, which facilitate tailored portfolio construction for a diverse client base. The company has grown through strategic acquisitions, including Veriti Technologies in 2022 and an active stake in Principal Financial Group announced in 2023, indicating an emphasis on expanding its technology-enabled approach within asset management. The organization is part of a broader market landscape alongside other asset managers providing automated or tech-enabled wealth strategies and direct indexing services. }

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