Ecio
We believe all nonprofits should have access to high-quality, low-cost, and enduring investment management services. eCIO is privileged to partner with many amazing foundations, endowments, and nonprofits that support inspiring missions critical to the well-being of communities around the world. We offer a holistic approach to serving nonprofit organizations that goes beyond asset management. Our team partners with your organization to provide not only a customized investment solution, but also valuable services to help you grow your financial resources and to serve your board or oversight committee. eCIO built eVestech (https://evestech.com) which is now used by other investment advisors- eCIO, Inc is a registered investment adviser with the Securities and Exchange Commission, located in Madison, Wisconsin. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where eCIO, Inc. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. As a registered investment advisory firm, we are restricted from posting, publishing, or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability, or completeness. eCIO, Inc. does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third-party content, services, products, or information, or for the collection or use of information regarding the website’s users and/or members.
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Verified contacts
10
available on Kipplo
LinkedIn employees
12
1 to 10 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
3
tools in use
Monthly traffic
324
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- LB
Larry Berland
Senior Software Engineer · Information Technology
EmailPhone - PW
Phil Waara
Ecio the Chief Investment Officer for Nonprofits · Other
EmailPhone - RR
Rob Roquitte
CEO and Co-founder · Other
EmailPhone - BH
Ben Heidemann
Client Success & Product Manager · Other
EmailPhone - EB
Eden Blader
Intern · Finance & Accounting
EmailPhone - ER
Erica Reilly
Client Services Associate · Customer/Client Service
EmailPhone - CD
Courtney Dean
Chief Revenue Officer, Investment Advisor · Sales & Business Development
EmailPhone - TI
Timothy Ivey
Ecio the Chief Investment Officer for Nonprofits · Other
EmailPhone
Showing 8 of 10 verified contacts
Top roles at Ecio
8 distinct titles indexed · top 8 shown.
- 2ecio the chief investment officer for nonprofits
- 1ceo and co-founder
- 1chief revenue officer, investment advisor
- 1client services associate
- 1client success & product manager
- 1intern
- 1senior software engineer
- 1ممثل خدمة العملاء
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