National Organization of Investment Professionals

What National Organization of Investment Professionals does

The National Organization of Investment Professionals (NOIP) is a US nonprofit professional association founded in 1983, serving senior investment professionals across institutional asset managers, institutional and retail broker-dealers, market makers, national securities exchanges (NYSE, Nasdaq, Cboe), and alternative asset classes. Its product is a gated membership and conference platform: prospective members require three sponsors (one from the Board) and active membership is capped at 250 by the Bylaws. The organization runs two annual conferences (Spring and Fall), held at venues including NYSE, the Willard Hotel in Washington DC, and The Yale Club, with regulators, Congressional representatives, and senior industry executives as panelists. Conferences are explicitly closed to the press to enable confidential dialogue.

The core technology is a Wild Apricot-based membership management platform that handles member communications, event registration, and administration. Revenue is generated primarily through annual member dues and conference registration fees (active members $400 per conference, honorary members $200 per conference), supplemented by tax-deductible donations to the separately governed NOIP Foundation (Tax ID 88-2561965), which supports financial literacy initiatives. The Foundation has partnered with organizations such as The Greenwood Project, ViabelEdu, the Council for Economic Education, XTX Markets, and Wall Street Rides FAR. NOIP operates as a sales-led, referral-driven membership organization with no external funding, no subsidiaries beyond the Foundation, and no publicly disclosed revenue.

Name

National Organization of Investment Professionals

Legal name

National Organization of Investment Professionals

Website

https://noiponline.org

Company type

Private

Founded year

1983

Operating status

Operating

Headcount range

1–10 employees

Short description

NOIP is a US nonprofit association founded in 1983 for senior investment professionals, offering a 250-member-gated community, two annual closed-door conferences, and a charitable Foundation supporting financial literacy.

Ownership category

akta.pro rank

Headquarters

HQ city

Washington

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Operations, Marketing or Sales, Personnel, Others

Revenue model

1. Membership Dues: Annual dues paid by active members to maintain membership in the organization. Honorary members (retired members in good standing) pay reduced or no dues.
2. Conference Registration Fees: Members and non-members pay registration fees to attend NOIP's spring and fall annual conferences. Active members pay $400 per conference while honorary members pay $200.
3. Foundation Donations: NOIP Foundation accepts tax-deductible donations to support financial literacy initiatives. Suggested donation of $125 per person for social events. The foundation's Tax ID is 88-2561965.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

The National Organization of Investment Professionals (NOIP) is a nonprofit membership association of senior investment professionals formed in 1983. It offers a sponsored, capped membership (maximum 250 active members) that provides access to twice-yearly Spring and Fall conferences, peer networking, and confidential dialogue with regulators and industry leaders on securities market structure and regulatory policy.

Product overview

NOIP is a nonprofit professional membership association for investment professionals formed in 1983. The organization operates a membership platform enabling access to twice-yearly conferences (Spring and Fall), industry regulatory updates, and confidential peer dialogue. The NOIP Foundation, a separate charitable arm, focuses on financial literacy. The membership is limited to 250 active members who must be sponsored by existing members and pay annual dues. The organization hosts conferences at venues including the NYSE, Willard Hotel Washington DC, and The Yale Club, featuring panels with regulators, politicians, and industry leaders on topics such as market structure, SEC regulations, and capital markets.

Differentiator

Problem solved

Functional benefit

Named customers15 records

Segments6 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered minor.

• Wall Street Rides FARminorOthers · 28 June 2023Co-founded by NOIP member Bryan Harkins, this charitable organization focuses on philanthropy and financial literacy. NOIP Foundation Summer Social featured remarks from both Bryan Harkins and XTX Markets CEO Eric Swanson on approaches to philanthropy.
• XTX MarketsminorOthers · 28 June 2023XTX Markets hosted the NOIP Foundation Summer Social on June 28, 2023 at their offices on the 64th floor of 50 Hudson Yards. CEO Eric Swanson provided remarks on the company's approach to philanthropy and supporting NOIP Foundation's financial literacy mission.
• The Greenwood ProjectminorOthers · 1 December 2020NOIP outreach program connecting members with non-profit organizations. The Greenwood Project was presented during the December 2020 virtual conference as part of NOIP's community engagement initiative to support financial literacy and educational programs.
• ViabelEduminorOthers · 1 December 2020Educational non-profit featured in NOIP outreach programming during December 2020 conference. Part of organization's efforts to support financial literacy initiatives through member engagement.
• Council for Economic EducationminorOthers · 1 December 2020National organization promoting economic and financial literacy. Presented during NOIP December 2020 conference as part of foundation outreach and community support initiatives.

Scale indicators2 records

Recent moves5 records

Expansion highlights3 records

Direct peers

• NICSA: A membership association for investment operations and distribution professionals at asset managers and service providers. Comparable in operating as a dues-funded nonprofit convening senior investment industry professionals through conferences, working groups, and member programs.
• FIA (Futures Industry Association): Global trade association for derivatives, futures, and cleared swaps participants, including exchanges, clearinghouses, and trading firms. Comparable in serving market makers, exchange-facing professionals, and proprietary traders who overlap with NOIP's alternative asset and market maker member segments.
• AIMA (Alternative Investment Management Association): Global trade association for alternative investment managers (hedge funds, private credit, infrastructure, real assets). Comparable in membership model, dues-funded conferences, and senior-industry convening around market structure, regulation, and investor access.
• 100 Women in Finance: A global nonprofit membership organization supporting women in the finance and investment industry through networking, education, and peer events. Comparable in membership model, dues-funded events, and industry networking for investment professionals across buy-side and sell-side firms.
• Investment Company Institute (ICI): The leading trade association for regulated investment companies (mutual funds, ETFs, closed-end funds) and their advisers. Comparable in representing institutional investment manager constituencies that overlap heavily with NOIP's primary membership base of investment management professionals.
• Managed Funds Association (MFA): Trade association for the global hedge fund and alternative investment industry, with advocacy, conferences, and member services. Comparable in providing membership-based convening of senior investment professionals and regulatory engagement on market structure and trading rules.
• Securities Traders Association: A nonprofit membership association for individual securities traders and trading professionals, very similar in form to NOIP: capped membership, dues-funded, peer conferences focused on market structure and regulation. Notably, NOIP Foundation Board member Jim Toes is also President and CEO of the Securities Traders Association, evidencing institutional overlap.

Broad incumbents

• CFA Institute: The global professional association for investment management professionals, offering the CFA credential and running conferences, publications, and advocacy. Comparable in serving senior investment professionals with education, networking, and policy engagement, though at much larger scale and global reach.
• SIFMA: The leading broad trade association for the U.S. securities industry, representing broker-dealers, investment banks, and asset managers. Comparable in convening senior industry and regulatory figures (SIFMA's CEO Ken Bentsen spoke at NOIP's Spring 2024) and in regulatory advocacy, though at much larger scale covering the full industry.

Others

• FIX Trading Community: An industry-driven standards body defining the FIX protocol for electronic trading globally. Comparable in serving institutional trading professionals and broker-dealers that overlap with NOIP's membership, though it is an open, standards-setting nonprofit rather than a sponsor-vetted peer association.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xtwitter.com/NatOrgInvPro
• LinkedInlinkedin.com/company/national-organization-of-investment-professionals-inc

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

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M&A

Investments

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

Frequently asked questions about National Organization of Investment Professionals