What II Technology does

II Technology, LLC is a registered investment adviser based in Austin, Texas, founded in 2016 by Mark Abraham, who previously spent 22 years as Director of Research at Abraham Trading Company. The firm has built its business around a proprietary risk management solution called ARMOR (Active Risk Management Overlay Regimen) that dynamically adjusts sector exposure within advisor-defined risk budgets based on current market volatility conditions, in contrast to static allocation approaches such as fixed stock/bond splits. Its underlying quantitative methodology, branded as Inductive Inference Technology, applies probability theory to optimize investment decision-making under uncertainty while explicitly avoiding discretionary forecasts. ARMOR provides daily risk monitoring, correlation and volatility-based diversification analysis, threshold-based rebalancing alerts, and email-based actionable reporting to advisors.

The product architecture combines a research methodology with operational tooling that scales across advisor practices. ARMOR is delivered through two channels: direct advisory relationships, where financial advisors integrate the solution into their client portfolios, and via the ARMOR Core Risk-Managed ETF (RMRC), an exchange-traded fund launched in February 2026 on NYSE Arca in partnership with Exchange Traded Concepts (ETF sponsor) and Foreside Fund Services (fund distributor). Revenue is generated through recurring advisory fees charged to advisors and through ETF management fees on RMRC's assets under management. The customer base centers on financial advisors and wealth managers as the primary segment, with CIOs and institutional investment teams as a secondary segment, and individual investors reached indirectly through advisor relationships and via the ETF.

II Technology is structured as an LLC and operates with 1-10 employees from its headquarters at 8701 W. Highway 71, Suite 201, Austin, Texas. The firm holds registered trademarks for ARMOR, Active Risk Management Overlay Regimen, and Inductive Inference Technology. Isabella Hambleton joined as Managing Director of Distribution in 2025 to lead advisor engagement. The company has not publicly disclosed external institutional funding, revenue, AUM, or advisor count, and is described in source material as founder-owned and headquartered in Austin.

Name

II Technology

Legal name

II Technology, LLC

Website

https://ii.technology

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

1–10 employees

Short description

II Technology is a registered investment adviser that provides the ARMOR dynamic risk management solution and Inductive Inference Technology methodology to financial advisors, CIOs, and their end-client investors, most recently via the ARMOR Core Risk-Managed ETF on NYSE Arca.

Ownership category

akta.pro rank

Product category

Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)

akta.pro secondary industries

Sector & Industry Equity ETFs (FSAAAFAC), Multi-Asset & Allocation ETFs (Balanced, Target Risk) (FSAAAFAF), Target-Risk / Risk-Profile Model Portfolios (FSAAAJAD)

Keywords

• Investment advisory services
• Portfolio risk management
• Exchange-traded funds
• Quantitative asset management
• Active risk overlay

Headquarters

HQ city

Austin

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

1. ETF Management Fees: Revenue generated from managing the ARMOR Core Risk-Managed ETF (RMRC) listed on NYSE Arca. The ETF provides diversified exposure across all eleven S&P 500 sectors utilizing II Technology's proprietary ARMOR methodology. Management fees are collected as a percentage of assets under management in the ETF.
2. Investment Advisory Services: II Technology operates as a registered investment adviser (RIA) providing advisory services to financial advisors, CIOs, and investment teams. The company generates recurring revenue through advisory fees for providing ARMOR-based risk management solutions and portfolio oversight.

Go-to-market motion2 records

Distribution channels4 records

Marketing channels4 records

Core offering

II Technology provides investment advisory and portfolio risk management services built on its proprietary Active Risk Management Overlay Regimen (ARMOR). The ARMOR solution dynamically adjusts portfolio sector exposure within an advisor-defined risk budget based on prevailing market volatility, delivering daily monitoring, threshold-based rebalancing alerts, and actionable reporting to financial advisors. The firm also distributes its methodology through the ARMOR Core Risk-Managed ETF (RMRC) listed on NYSE Arca.

Product overview

II Technology offers a unified product ecosystem centered on its proprietary ARMOR (Active Risk Management Overlay Regimen) risk management solution and Inductive Inference Technology research methodology. The core ARMOR platform provides dynamic portfolio risk management with daily monitoring and adaptive rebalancing. This platform is delivered through multiple channels including the ARMOR Core Risk-Managed ETF (RMRC), a publicly traded fund listed on NYSE Arca, as well as directly to financial advisors for use with their client portfolios. The products work together to provide institutional-level risk management capabilities to advisors and their clients.

Differentiator

Problem solved

Functional benefit

Brands

• ARMOR: Active Risk Management Overlay Regimen (ARMOR) - II Technology's proprietary risk management solution designed to dynamically adjust sector exposure within a defined risk budget based on market volatility conditions.
• Inductive Inference Technology

Products and services

• ARMOR (Active Risk Management Overlay Regimen)

Quantifiable outcome

• Outperforms passive risk management in both volatile bear markets and calm bull markets through dynamic risk budgeting
• +2 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Two partnerships are on record, tiered core.

• Exchange Traded ConceptscoreChannel Partner/ Reseller/ Distributor · 24 February 2026Exchange Traded Concepts launched the ARMOR Core Risk-Managed ETF (ticker: RMRC) in partnership with II Technology. Exchange Traded Concepts serves as the ETF sponsor, providing operational infrastructure and launch support. The fund utilizes II Technology's proprietary ARMOR methodology and provides diversified exposure across all eleven S&P 500 sectors.
• Foreside Fund ServicescoreChannel Partner/ Reseller/ Distributor · 24 February 2026Foreside Fund Services serves as the fund distributor for the ARMOR Core Risk-Managed ETF (RMRC). Foreside provides regulatory compliance and distribution services to facilitate investor access to the ETF listed on NYSE Arca.

Scale indicators3 records

Recent moves4 records

Expansion highlights4 records

Direct peers

• Research Affiliates: Pioneer of quantitative smart-beta and factor-based methodologies licensed into ETF products, comparable as a research-driven, IP-centric quant shop behind advisor- and institutional-facing portfolios.
• Alpha Architect: Quantitative asset manager that builds factor-based and risk-managed ETFs and separately managed accounts for financial advisors, mirroring II Technology's advisor-focused, evidence-based methodology.
• Cambria Investments: ETF sponsor focused on actively managed, quantitatively driven and rules-based strategies marketed to advisors and investors, directly comparable to II Technology's ARMOR-driven, advisor-targeted ETF approach.
• Simplify Asset Management: ETF issuer specializing in options-based and volatility/risk-managed strategies, closely aligned with ARMOR's dynamic risk-overlay positioning in the same risk-managed ETF category.

Others

• Milliman: Actuarial and risk-management consultancy that has developed and licensed risk-controlled investment strategies (e.g., Milliman FRM), comparable as an adjacent risk-management IP ecosystem to ARMOR.

Broad incumbents

• First Trust: Long-standing ETF sponsor offering numerous sector, factor, and risk-managed strategies, competing for advisor mindshare and distribution in the same category as ARMOR ETFs.
• WisdomTree Investments: Established ETF sponsor with multiple quantitative and risk-tilted strategies, providing a scaled incumbent benchmark against II Technology's newer RMRC ETF in advisor channels.
• Invesco: Large global asset manager with a broad ETF suite including multi-asset, risk-targeted, and quantitative strategies that overlap with II Technology's value proposition at scale.
• Allspring Global Investments: Diversified asset manager offering multi-asset, factor, and risk-managed portfolios for advisors and institutions, similar in client segments and product breadth to II Technology's target market.
• Allianz Investment Management (AllianzIM): Large asset manager with structured and risk-managed ETF strategies (e.g., target-risk, buffered, multi-asset) that compete in the same risk-aware product niche II Technology occupies with ARMOR ETFs.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/ii-technology

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about II Technology