When was eCIO founded?

eCIO was founded in 2019 and raised its 1st funding round 1 year after it was founded.

Where is eCIO located?

eCIO is headquartered in Madison, United States.

Who is the current CEO of eCIO?

Rob Roquitte Cfa of eCIO. They have also founded 1 company.

How many employees does eCIO have?

As of Sep 30, 2026, the latest employee count at eCIO is 13.

Is eCIO a funded company?

eCIO is a funded company, having raised a total of $***** in its 1st and only funding round, a Seed round on Nov 24, 2020.

When was the latest funding round of eCIO?

eCIO's latest funding was a $***** Seed round on Nov 24, 2020, with participation from 0 investor.

Where does eCIO rank among its competitors?

eCIO ranks 863rd amongst 8632 active competitors, of which 144 are funded. It stands 6th in terms of total funding among its competitors. The most recent competitor to raise funding was Neo Wealth Management, which secured $74.8M in Apr, 2026.

Who are the top competitors of eCIO?

eCIO's top competitors include Alera Group, Focus Financial Partners and Sundaram Finance. Among them, Neo Wealth Management secured the most recent funding round in April, 2026.

eCIO - 2026 Company Profile, Team, Funding & Competitors

eCIO is a seed company based in Madison (United States), founded in 2019 by Rob Roquitte Cfa and Phil Waara. It operates as a Provider of outsourced investment advisory services for nonprofit organizations and foundations. eCIO has raised $2.2M in funding. The company has 8632 active competitors, including 144 funded and 858 that have exited. Its top competitors include companies like Alera Group, Focus Financial Partners and Sundaram Finance.

Company Details

Provider of outsourced investment advisory services for nonprofit organizations and foundations. Investment advisors manage customized portfolios, develop long-term financial strategies, and assist with institutional governance for endowments and charitable organizations. The firm operates as a fiduciary to align investment programs with specific mission requirements and spending needs. Oversight includes monitoring and research to support organizational objectives.

Website: getecio.com
Social
Email ID: *****@getecio.com
Phone Number: +1 **********

Key Metrics

Founded Year

2019

Location

Madison, United States

Stage

Seed

Total Funding

$2.2M in 1 round

Latest Funding Round

Seed, Nov 24, 2020, $*****

Ranked

863^rd among 8632 active competitors

Employee Count

13 as on Sep 30, 2026

Similar Companies

Alera Group & 9653 more

View eCIO's full profile

eCIO is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Reports
eCIO, Inc CIN: 833157095 , United States, Active	Dec 31, 2018	-	-	-

eCIO has raised a total funding of $2.2M over 1 round.

Here is the list of recent funding rounds of eCIO:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Nov 24, 2020	8131762	Seed	2588414	6263857	3683395	1209024

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View details of eCIO's funding rounds and investors

The founders of eCIO are Rob Roquitte Cfa and Phil Waara. Rob Roquitte Cfa is the CEO of eCIO.

Here are the details of eCIO's key team members:

Rob Roquitte Cfa: CEO and Co-Founder of eCIO.
Contact Info: 1 phone number
Phil Waara: Co-Founder of eCIO.
Contact Info: 1 email address and 1 phone number

View details of eCIO's Founder profiles and Board Members

eCIO's employee count trend

eCIO has 13 employees as of Sep 26. Here is eCIO's employee count trend over the years:

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Top competitors of eCIO include Alera Group, Focus Financial Partners and Sundaram Finance. Here is the list of Top 10 competitors of eCIO, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Alera Group 1995, Deerfield (United States), Acquired	Provider of HR, life & health insurance, general liability, and other services	$250M	The Carlyle Group, Ares Capital Corporation ... & 5 others	73/100
2nd	Focus Financial Partners 2004, New York City (United States), Acquired	Provider of business consulting services to banks and lending institutions	$333M	Polaris Partners, Comerica & 14 others	71/100
3rd	Sundaram Finance 1954, Chennai (India), Public	Provider of financial services including loans, fixed deposits, and insurance	-	Nalanda Capital, Catamaran & 1 others	69/100
4th	Waterfield Advisors 2011, Mumbai (India), Series B	Provider of wealth management and financial advisory strategic consulting services	$29.2M	TVS Capital Funds, Jungle Ventures & 61 others	69/100
5th	Raymond James 1962, St. Petersburg (United States), Public	M&A, capital advisory, and wealth management firm	-	-	69/100
6th	LPL Financial 1989, San Diego (United States), Acquired	Stock brokerage firm	-	Hellman & Friedman, Lee Equity & 3 others	68/100
7th	Wintrust 1991, Rosemont (United States), Public	Bank offering diversified financial services	-	CIVC Partners	66/100
8th	Stonehage Fleming Family & Partners 1976, Philadelphia (United States), Acquired	Provider of multi-family office services	$116M	Caledonia	65/100
9th	Indostar Capital Finance 2009, Mumbai (India), Public	Real estate and infrastructure financing firm	-	Beacon India, Brookfield Asset Management ... & 5 others	65/100
10th	Neo Wealth Management 2021, Mumbai (India), Series C	Provider of wealth management and financial advisory services	$244M	Peak XV Partners, Atha Group & 64 others	64/100
863rd	eCIO 2019, Madison (United States), Seed	Provider of outsourced investment advisory services for nonprofit organizations and foundations	$2.2M	-	31/100