eCIO
- Company typePrivate
- Founded2021
- HeadquartersMadison, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
eCIO firmographics
Firmographics- Name
- eCIO
- Legal name
- eCIO, Inc.
- Website
- https://getecio.com
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
eCIO industry classification
Industry- Product category
- Investment Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- OCIO Providers (Outsourced CIO) (FSAAAGAH)
- akta.pro secondary industries
- Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG), Institutional Consultants & Fiduciary Management (Investment Consulting) (FSAAAGAJ)
Keywords
Where eCIO is headquartered
LocationHeadquarters
- HQ city
- Madison
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
eCIO business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Investment Advisory Fees: eCIO charges advisory fees based on assets under management (AUM). The firm charges 0.50% on the first $10,000,000 and 0.25% on assets over $10 million, with a minimum annual fee of $5,000. Additional underlying investment costs average 0.04% for diversified portfolios using indexed ETFs.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Base Advisory Fee |
| Other | Annual | Underlying Investment Costs |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
eCIO product offering
Product offeringCore offering
eCIO provides outsourced Chief Investment Officer (OCIO) and fiduciary investment advisory services exclusively to nonprofit organizations, foundations, and endowments. The firm designs and manages customized investment programs aligned with each client's mission, spending policy, and long-term objectives, while supporting governance through Investment Policy Statement development, spending policy frameworks, and board education. Advisory fees are charged at 0.50% on the first $10 million in assets under management and 0.25% on assets above that, with a $5,000 minimum annual fee.
Product overview
eCIO is a nonprofit investment advisor and Outsourced CIO (OCIO) that provides customized investment programs exclusively for nonprofits, foundations, and endowments. Their core offering combines investment management with fiduciary oversight, while their client portal enables online portfolio access and advisor communication. Additional modules include educational resources (Market In-a-Minute commentaries, governance guides, RFP templates) and policy development services (Investment Policy Statements, spending policies). The company serves nonprofits nationwide across all 50 states, with offices in Madison, Wisconsin.
Differentiator
Problem solved
Functional benefit
Brands
- eVestech: Technology platform powering eCIO's nonprofit investment portal, providing online access to portfolios, investment updates, and client reporting.
Products and services
- Outsourced CIO (OCIO) Services for Nonprofits Fiduciary outsourced Chief Investment Officer service providing customized investment program management, portfolio oversight, asset allocation design, and alignment with client mission and long-term objectives for nonprofit organizations, foundations, and endowments.
- Investment Advisory and Governance Services Fiduciary services beyond portfolio management including Investment Policy Statement development, spending policy frameworks, committee charter creation, board and staff education, risk assessment, and continuity planning during leadership transitions for nonprofit clients.
Companies that use eCIO
Customer profileNamed customers6 records
Segments5 records
Ideal customer profiles2 records
eCIO technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
eCIO partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- eVestechcoreeVestech is eCIO's proprietary technology platform powering the nonprofit investment portal. It provides client portal access, real-time account information, quarterly portfolio video updates, messaging capabilities, virtual advisor meetings, and investment document management. The platform enables eCIO to deliver institutional-quality reporting and client experience.
Scale indicators2 records
Recent moves5 records
Expansion highlights4 records
eCIO competitors and assessment
Company assessmentDirect peers
- Commonfund: Commonfund is a long-established OCIO and investment manager dedicated to nonprofits, foundations, and endowments — directly comparable to eCIO's mandate, with similar fiduciary and governance support offerings.
- Cambridge Associates: Cambridge Associates is a premier OCIO and investment consulting firm serving endowments, foundations, and nonprofits — comparable in OCIO service model though typically serving larger AUM clients.
- DiMeo Schneider & Associates: DiMeo Schneider is an OCIO and investment advisory firm serving nonprofits, foundations, and endowments — directly competing with eCIO in the mid-market nonprofit OCIO space.
- Verus: Verus provides investment consulting and OCIO services to institutional clients including nonprofits and foundations, with a similarly technology-enabled delivery approach.
- NEPC: NEPC is an independent investment consulting and OCIO firm specializing in nonprofit, foundation, and endowment clients — directly comparable in target market and service model.
- Meketa Investment Group: Meketa is an investment consulting and OCIO firm focused on institutional investors including foundations, endowments, and nonprofits — comparable in advisory scope and target client base.
- CAPTRUST: CAPTRUST provides investment advisory and OCIO services to nonprofit endowments, foundations, and retirement plans — competing head-to-head with eCIO in the mid-market nonprofit segment.
- Marquette Associates: Marquette Associates provides investment consulting and OCIO services to institutional clients including endowments, foundations, and nonprofits — a direct competitor in OCIO mandates.
Broad incumbents
- Fidelity Institutional: Fidelity Institutional provides investment management and OCIO solutions to nonprofit organizations, foundations, and endowments — a broad incumbent competing on price, scale, and custodial integration.
- Goldman Sachs Personal Financial Management (OCIO): Goldman Sachs offers OCIO and investment management services through its asset and wealth management division, including services for endowments and foundations — competing at the upper end of the nonprofit market with far greater scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
eCIO social profiles
Digital presenceeCIO compliance and trust
Trust signalCompliance1 record
eCIO financial estimates
Financial estimateRevenue estimate
Valuation estimate
eCIO leadership team
Management profileNumber of profiles
Profiles4 records
eCIO funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
eCIO 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 eCIO
What does eCIO do?
eCIO provides outsourced Chief Investment Officer (OCIO) and fiduciary investment advisory services exclusively to nonprofit organizations, foundations, and endowments. The firm designs and manages customized investment programs aligned with each client's mission, spending policy, and long-term objectives, while supporting governance through Investment Policy Statement development, spending policy frameworks, and board education. Advisory fees are charged at 0.50% on the first $10 million in assets under management and 0.25% on assets above that, with a $5,000 minimum annual fee.
Is eCIO a public or private company?
eCIO is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was eCIO founded?
eCIO was founded in 2021. It employs 1 to 10 people.
Where is eCIO based?
eCIO is headquartered in Madison, United States, in the North America region.
How does eCIO make money?
One revenue line is on record: investment Advisory Fees.
Who are eCIO's main competitors?
Direct peers on record are Commonfund, Cambridge Associates, DiMeo Schneider & Associates, Verus, NEPC, Meketa Investment Group, CAPTRUST and Marquette Associates. Broad incumbents are Fidelity Institutional and Goldman Sachs Personal Financial Management (OCIO).
Does eCIO have an API?
No public API is recorded for eCIO.
What industry is eCIO in?
eCIO's product category is Investment Advisory Services. Its primary akta.pro industry code is FSAAAGAH, OCIO Providers (Outsourced CIO), with a secondary code of FSAAACAG, Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions). Its NAICS code is 523940 and its SIC code is 6282.