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- Custodian
- Alpaca
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 08-01-2020
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between September 29, 2025 and March 31, 2026, reported AUM increased 420.7%, from $14.4M to $74.9M.
Across 5 reported observations, AUM increased 3744365.2% between November 30, 2022 and March 31, 2026, from $2.0K to $74.9M.
Of the latest reported AUM, 64.0% is discretionary and 36.0% is non-discretionary.
The firm reports 2 advisory representatives and 68,370 clients, or 34,185 clients per representative. That equates to $1.1K in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Services
- Technology
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The full EKO record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MART NMA VOS
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- --
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| 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
SMA allocation detail is available
EKO has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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