Parametric - About the company
Parametric is an acquired company based in Seattle (United States), founded in 1987. It operates as a Custom portfolio solutions helping manage risk, reduce tax, and elevate outcomes. , with last known valuation of $*****. The company has 10686 active competitors, including 278 funded and 987 that have exited. Its top competitors include companies like FIS, Fidelity Investments and S&P Global.
Company Details
Custom portfolio solutions helping manage risk, reduce tax, and elevate outcomes. The firm specializes in delivering tailored, transparent, and systematic investment strategies for both wealth managers and institutional investors. They offer a range of solutions including centralized portfolio management, commodity strategies, custom indexing, emerging markets exposure, factor-based investing, fixed income solutions, liability-driven investing, overlay services, responsible investing, and volatility risk premium strategies. The firm focuses on providing precise market exposures while actively managing tax implications and aiming to improve overall investment results. They leverage technology to build, evaluate, and manage customized portfolios, offering direct indexing to customize portfolios with tax advantages. The firm partners with advisors and institutions, emphasizing community engagement through volunteer programs and philanthropic initiatives.
- Website
- www.parametricportfolio.com
Key Metrics
Founded Year
1987
Location
Seattle, United States
Stage
Acquired
Last Known Valuation
$***** as on Jun 05, 2003
Ranked
239th among 10686 active competitors
Employee Count
706 as on Apr 30, 2026
Similar Companies
Exit Details
Acquired by Eaton Vance Management (Jun 05, 2003)
Parametric's acquisition details
Parametric got acquired by Eaton Vance Management on Jun 05, 2003 at an acquisition amount of $*****.
Click here to take a look at Parametric's acquisition in detail
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Parametric's funding and investors
Parametric has not raised any funding rounds yet.
Parametric's founders and board of directors
Founder? Claim ProfileParametric's employee count trend
Parametric has 706 employees as of Apr 26. Here is Parametric's employee count trend over the years:
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Parametric's Competitors and alternates
Top competitors of Parametric include FIS, Fidelity Investments and S&P Global. Here is the list of Top 10 competitors of Parametric, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | FIS 1968, Jacksonville (United States), Acquired | Provider of software suite for banks and financial institutions | - | 81/100 | |
2nd | Fidelity Investments 1946, Boston (United States), Series F | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | $4.71B | 80/100 | |
3rd | S&P Global 1917, New York City (United States), Public | Provider of essential intelligence and market analysis for global finance | - | 79/100 | |
4th | Goldman Sachs 1869, New York City (United States), Public | Provider of financial services including investment management and wealth management | - | 77/100 | |
5th | Investec 1974, London (United Kingdom), Acquired | Specialist bank and wealth manager serving private and institutional clients | - | 77/100 | |
6th | India Infoline 1995, Mumbai (India), Public | Traditional Broker for trading in stocks, mutual fund, and commodities | - | 74/100 | |
7th | Vanguard 1976, Malvern (United States), Series B | Diversified investment management firm | $31.7M | 74/100 | |
8th | Morgan Stanley 1935, New York City (United States), Public | Provider of wealth management, investment banking, sales, trading, and research services | - | 73/100 | |
9th | Blackstone 1985, New York City (United States), Public | Diversified investment management firm | - | 71/100 | |
10th | Developer of agentic AI platform for biomedical research and drug development | $354M | 71/100 | ||
239th | Parametric 1987, Seattle (United States), Acquired | Custom portfolio solutions helping manage risk, reduce tax, and elevate outcomes | - | - | 47/100 |
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Parametric's Investments and acquisitions
Parametric has made no investments or acquisitions yet.
Reports related to Parametric
Here is the latest report on Parametric's sector:
News related to Parametric
Media has covered Parametric for a total of 2 events in the last 1 year, 2 of them have been about company updates.
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Paralel Advisors LLC Acquires 10,500 Shares of Digital Realty Trust, Inc. $DLRMarketBeat•Jan 31, 2026•Parametric, Digital Realty
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Parametric works with Lazard AM to expand its Custom Active platformPrivatebankerinternational•Nov 14, 2024•Parametric, Lazard
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Eaton Vance Parametric Investment Tax Calculator 2021 Update Now AvailablePR Newswire•Mar 24, 2021•Eaton Vance Management, Parametric
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Global Parametrics’ new Water Balance Index deployed in India, TanzaniaReinsurance News•Nov 26, 2020•Parametric
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