Insights

Custom Portfolio Solutions Parametric specializes in building custom portfolios for advisors, institutions, and consultants, providing tailored solutions to meet the unique needs of clients. This focus on customization presents an opportunity to engage with clients seeking personalized investment strategies.

Alternative Strategies Offering With a range of alternative strategies to complement core holdings, Parametric offers clients additional diversification options. This presents a sales opportunity to engage with investors looking to enhance their portfolios with innovative investment approaches.

Active ETFs Momentum Participating in the active ETF trend, Parametric's Parametric Equity Plus ETF (PEPS) has gained attention in the market. This momentum in actively managed ETFs provides a potential avenue to engage investors interested in dynamic and agile investment options.

MSIM Partnership & Growth The collaboration with Morgan Stanley Investment Management (MSIM) and the launch of the Parametric Equity Plus ETF (PEPS) demonstrate a strategic partnership and growth opportunities in expanding ETF offerings. This partnership opens avenues for engaging with a broader investor base through innovative ETF strategies.

Billion-Dollar Revenue Potential Parametric's revenue falling in the $100M - 1B range highlights the company's robust financial health and significant market presence. This signals a potential sales opportunity to tap into the billion-dollar revenue potential and cater to a well-established client base seeking sophisticated investment solutions.

Parametric Tech Stack

Parametric uses 8 technology products and services including Underscore.js, Capital IQ, Calibre, and more. Explore Parametric's tech stack below.

  • Underscore.js
    Javascript Libraries
  • Capital IQ
    Marketing Analytics
  • Calibre
    Performance
  • Plum
    Pre-employment Assessment
  • Java
    Programming Languages
  • Adobe Acrobat DC
    Rich Text Editors
  • VMware ESXi
    Virtualisation Software
  • X-Content-Type-Options
    Web & Portal Technology

Parametric's Email Address Formats

Parametric uses at least 2 format(s):
Parametric Email FormatsExamplePercentage
FLast@paraport.comJDoe@paraport.com
91%
Last@paraport.comDoe@paraport.com
8%
FMLast@paraport.comJMDoe@paraport.com
1%
FLast@parametricportfolio.comJDoe@parametricportfolio.com
97%
First.Last@parametricportfolio.comJohn.Doe@parametricportfolio.com
2%
LFirst@parametricportfolio.comDJohn@parametricportfolio.com
1%

Frequently Asked Questions

Where is Parametric's headquarters located?

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Parametric's main headquarters is located at 800 Fifth Avenue, Suite 2800 Seattle, Washington 98104, US. The company has employees across 6 continents, including North AmericaAsiaEurope.

What is Parametric's phone number?

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You can contact Parametric's main corporate office by phone at . 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 Parametric's stock symbol?

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Parametric is a publicly traded company; the company's stock symbol is PEPS.

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

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Parametric's official website is parametricportfolio.com and has social profiles on LinkedIn.

How much revenue does Parametric generate?

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As of June 2025, Parametric's annual revenue reached $750M.

What is Parametric's NAICS code?

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Parametric's NAICS code is 523999 - Miscellaneous Financial Investment Activities.

How many employees does Parametric have currently?

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As of June 2025, Parametric has approximately 707 employees across 6 continents, including North AmericaAsiaEurope. Key team members include Chief Executive Officer: M. C.Chief Executive Officer: V. B.Chief Operating Officer, Investments: B. H.. Explore Parametric's employee directory with LeadIQ.

What industry does Parametric belong to?

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Parametric operates in the Financial Services industry.

What technology does Parametric use?

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Parametric's tech stack includes Underscore.jsCapital IQCalibrePlumJavaAdobe Acrobat DCVMware ESXiX-Content-Type-Options.

What is Parametric's email format?

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Parametric's email format typically follows the pattern of . Find more Parametric email formats with LeadIQ.
Parametric

Parametric

Financial ServicesUnited States501-1000 Employees

Parametric partners with advisors, institutions, and consultants to build portfolios focused on what’s important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer alternative strategies to complement clients’ core holdings.

Section iconCompany Overview

Headquarters
800 Fifth Avenue, Suite 2800 Seattle, Washington 98104, US
Phone number
Stock Symbol
PEPS
NAICS Code
523999 - Miscellaneous Financial Investment Activities
Employees
501-1000

Section iconFunding & Financials

  • $100M$1B

    Parametric's revenue is in the range of $100M$1B

Section iconFunding & Financials

  • $100M$1B

    Parametric's revenue is in the range of $100M$1B

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