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.

How many employees does eCIO have?

As of Jun 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. Its primary sector is Asset Management. In United States, the Asset Management sector has seen $1.02B in funding in 2026 to date.

Where does eCIO rank among its competitors?

eCIO ranks 687th amongst 7223 active competitors, of which 134 are funded. It stands 5th in terms of total funding among its competitors. The most recent competitor to raise funding was Alera Group, which secured $100M in Apr, 2023.

Who are the top competitors of eCIO?

eCIO's top competitors include Hinduja Leyland Finance, Alera Group and Focus Financial Partners. Among them, Alera Group secured the most recent funding round in April, 2023.

eCIO - 2026 Company Profile, Team, Funding & Competitors

eCIO is a seed company based in Madison (United States), founded in 2019 by 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 7223 active competitors, including 134 funded and 803 that have exited. Its top competitors include companies like Hinduja Leyland Finance, Alera Group and Focus Financial Partners.

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

687^th among 7223 active competitors

Employee Count

13 as on Jun 30, 2026

Similar Companies

Alera Group & 8111 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	Documents
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	5451700	Seed	1028991	2626660	8153772	6844945

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View details of eCIO's funding rounds and investors

The founders of eCIO is Phil Waara.

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

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 Jun 26. Here is eCIO's employee count trend over the years:

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Top competitors of eCIO include Hinduja Leyland Finance, Alera Group and Focus Financial Partners. 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	Hinduja Leyland Finance 2008, Chennai (India), Series C	Real estate financing firm	$276M	Everstone Capital, IndusInd International Holdings ... & 25 others	74/100
2nd	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	72/100
3rd	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
4th	Raymond James 1962, St. Petersburg (United States), Public	M&A, capital advisory, and wealth management firm	-	-	68/100
5th	Sundaram Finance 1954, Chennai (India), Public	Provider of financial services including loans, fixed deposits, and insurance	-	Nalanda Capital, Catamaran & 1 others	68/100
6th	Wintrust 1991, Rosemont (United States), Public	Bank offering diversified financial services	-	CIVC Partners	66/100
7th	Stonehage Fleming Family & Partners 1976, Philadelphia (United States), Acquired	Provider of multi-family office services	$116M	Caledonia	66/100
8th	Zions Bank 1873, Salt Lake City (United States), Unfunded	Private banking firm offering wealth management services	-	-	63/100
9th	Linedata 1998, Neuilly sur seine (France), Public	Provider of software, data, analytics, and related services for financial institutions	-	Ardian, XAnge & 4 others	63/100
10th	Quilter 2018, London (United Kingdom), Public	Provider of financial advisory services	-	PIC	63/100
687th	eCIO 2019, Madison (United States), Seed	Provider of outsourced investment advisory services for nonprofit organizations and foundations	$2.2M	-	34/100