$74.9M Total AUM
$47.9M Disc. AUM
2255.1% 3Y CAGR
12 Employees
68,370 ADV. Clients
5 yrs Firm Age
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- Custodian
- Alpaca
- Clients
- Retail
- Platforms
- Pathway
- Established Date
- 08-01-2020
- Office Locations
- 1
Office Locations
-- NEW York NY
About EKO
Eko provides a turnkey, natively integrated digital investing platform for banks and credit unions, enabling retail clients to open and manage multiple portfolios with flexible investment choices. Its end-to-end “investments-as-a-service” model can launch in weeks, and uniquely lets users invest directly from their checking account without core integration; sale proceeds return to the institution to help drive deposits.
Team overview
-- AVG AGE
$37.4M AVG AUM / ADVISOR
$1.1K AVG AUM / CLIENT
5.9 yrs AVG TENURE
12 Employees
2 Advisory Reps
0 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Optima catalyst Ember Crest vital Vital harbor
Custodian
Unison Meridian glacier
Investment Themes
Signal insight Pathway prime Atlas
Services
Fusion pioneer Eagle delta Vital pathway
Technology
Insight
Owner & Executives
MART NMA VOS
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- --
- Ownership
- 75% or more
(775) 687-6003
eagle.frontier@beaconcapital.com
in linkedin.com/in/vector-fusion
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,927,767 | $898 |
| Non-Discretionary | $26,961,538 | $1,800 |
| Total | $74,889,305 | $1,095 |
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Separately Managed Accounts
Total SMA Asset: $74,889,305
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,972,404,528 | 100.0% |
| Total | $1,972,404,528 | 100.0% |