Eko
- Company typePrivate
- Founded2020
- HeadquartersNew York, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
Eko firmographics
Firmographics- Name
- Eko
- Legal name
- Eko Investments Inc.
- Website
- https://eko.investments
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Eko industry classification
Industry- Product category
- Embedded Wealth Management Platform
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Managed Accounts & Model Portfolios (SMA/UMA) (FSAAAAAG)
- akta.pro secondary industry
- Execution-Only / Self-Directed Investing Platforms (FSAAAAAI)
Keywords
Where Eko is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Markets served
Eko business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- Investments-as-a-Service Fees: Eko charges financial institutions (credit unions and banks) for providing the technology infrastructure, compliance management, portfolio management, and brokerage custody services that enable them to offer digital investing to their members/customers. The platform handles all regulatory/SEC overhead, trade execution, compliance management, and middle/back-office operations on behalf of partner institutions.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Unit Pricing | Pay-as-you-go | Self-Directed Investing - Commission-free trading starting from $1 |
| Subscription | Monthly | Pre-Built Portfolios - Professionally managed portfolios starting from $10 |
| Subscription | Monthly | Hybrid Portfolios - Personalized approach starting from $10 |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
Eko product offering
Product offeringCore offering
Eko provides an 'Investments-as-a-Service' white-labeled digital investment platform that integrates natively into credit unions' and community banks' existing digital banking environments via deep API integrations with digital banking providers. Financial institutions can offer members Pre-Built, Hybrid, and Self-Directed investing portfolios starting from $1 (self-directed) or $10 (managed), with Eko handling all regulatory/SEC overhead, trade execution, compliance management, and middle/back-office operations. Brokerage services are provided through partner Alpaca Securities LLC.
Product overview
Eko is a unified 'Investments-as-a-Service' digital investment platform designed specifically for credit unions and community banks. The core platform consists of three integrated investing approaches: Pre-Built Portfolios (professionally managed, diversified portfolios), Hybrid Portfolios (personalized with customizable options), and Self-Directed Investing (full control with 6,000+ stocks and ETFs including fractional shares). All three approaches share common infrastructure including commission-free trading, automated rebalancing, tax-loss harvesting, recurring investments, and $10 minimums. The platform is white-labeled and embedded directly into financial institutions' existing digital banking apps. Eko also offers client-specific branded sub-products including MCECU Investments, Maine Savings Digital Investing, Amboy Financial Services Investments, Cobalt Blue Investments, Crews Invest, CascoINVEST, and Bell Digital Investing, each customized for the specific financial institution.
Differentiator
Problem solved
Functional benefit
Products and services
- Eko Platform (Investments-as-a-Service) End-to-end, white-labeled digital investment platform that integrates directly into credit unions' and community banks' existing digital banking apps, enabling them to offer investment products to members/customers without building anything or hiring anyone. Handles all regulatory/SEC overhead, trade execution, compliance management, and middle/back-office operations.
- Pre-Built Portfolios Expertly crafted, diversified portfolios of stocks and bonds, professionally managed and ready to go, designed for members who want a smart, hands-off approach to long-term growth. Minimum investment of $10.
- Self-Directed Investing Full control to build a custom portfolio from 6,000+ stocks and ETFs, including fractional shares, commission-free, for investors who want complete autonomy over their investment choices. Starting from $1 per trade.
- Hybrid Portfolios Personalized portfolio built around each member's individual goals and risk tolerance, with flexibility to customize along the way while receiving professional guidance. Minimum investment of $10.
Quantifiable outcome
- 9% of users opt in to an investment account within one year of launch
- +3 more outcomes
Companies that use Eko
Customer profileNamed customers9 records
Segments3 records
Ideal customer profiles3 records
Eko technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Feature7 records
Eko partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- BankjoycoreBankjoy is a digital banking platform provider that enables Eko's integration into financial institution digital banking environments. Eko's first live launches through Bankjoy-powered institutions include Real One (R1) and Coloramo Federal Credit Union. This partnership enables efficient deployment of Eko's investing platform to multiple financial institutions using Bankjoy's infrastructure.
- Alpaca Securities LLCcoreAlpaca Securities LLC is an SEC registered broker-dealer and member FINRA/SIPC that provides brokerage services for Eko's platform. All securities transactions are executed through Alpaca, which handles custody, trade execution, and regulatory compliance for brokerage operations. This is a fundamental service partnership enabling Eko to offer investment products.
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
Eko competitors and assessment
Company assessmentMarket position
Strengths4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Eko social profiles
Digital presenceEko compliance and trust
Trust signalCompliance1 record
Eko financial estimates
Financial estimateRevenue estimate
Valuation estimate
Eko leadership team
Management profileNumber of profiles
Profiles1 record
Eko funding detail
Funding detailFunding overview
Funding rounds5 records
Investors8 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Eko M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Eko
What does Eko do?
Eko provides an 'Investments-as-a-Service' white-labeled digital investment platform that integrates natively into credit unions' and community banks' existing digital banking environments via deep API integrations with digital banking providers. Financial institutions can offer members Pre-Built, Hybrid, and Self-Directed investing portfolios starting from $1 (self-directed) or $10 (managed), with Eko handling all regulatory/SEC overhead, trade execution, compliance management, and middle/back-office operations. Brokerage services are provided through partner Alpaca Securities LLC.
Is Eko a public or private company?
Eko is a private company. It is classified as venture growth investor backed and is currently operating.
When was Eko founded?
Eko was founded in 2020. It employs 1 to 10 people.
Where is Eko based?
Eko is headquartered in New York, United States, in the North America region.
How does Eko make money?
One revenue line is on record: investments-as-a-Service Fees.
Does Eko have an API?
No public API is recorded for Eko.
What industry is Eko in?
Eko's product category is Embedded Wealth Management Platform. Its primary akta.pro industry code is FSAAAAAG, Managed Accounts & Model Portfolios (SMA/UMA), with a secondary code of FSAAAAAI, Execution-Only / Self-Directed Investing Platforms. Its NAICS code is 523940 and its SIC code is 6282.