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getECIO provides specialized investment management, acting as an outsourced chief investment officer (OCIO) for nonprofit organizations. It offers tailored solutions to help nonprofits establish investment accounts, transition from board-managed strategies, and select suitable advisors. The company's platform and expertise streamline financial decisions for various nonprofit entities, ensuring robust and compliant asset management.
Rob Roquitte founded getECIO with co-founders Phil Waara and Timothy Ivey. An MBA and CFA charterholder, Roquitte launched the venture before the COVID-19 pandemic, identifying a critical need for accessible nonprofit investment expertise. His financial background and Timothy Ivey's two decades of product development experience underpin the company's approach to serving its specialized market.
eCIO assists diverse nonprofit organizations nationwide, optimizing financial assets through professional oversight. The company's mission is to empower these nonprofits by maximizing financial resources, serving as a trusted fiduciary partner. This enables them to pursue philanthropic goals and enhance their impact through strategic financial stewardship, ensuring long-term sustainability.
getECIO has raised $50K across 1 funding round.
getECIO has raised $50K in total across 1 funding round.
getECIO has raised $50K in total across 1 funding round.
getECIO's investors include Singh Capital Partners.
getECIO (styled eCIO) is a registered investment advisor that builds low‑cost, technology‑enabled investment and board‑governance solutions specifically for nonprofit foundations and endowments, positioning itself as a fiduciary “Chief Investment Officer” for smaller and mid‑sized nonprofit organizations.[3][4]
High‑Level Overview
Origin Story
Core Differentiators
Role in the Broader Tech and Nonprofit Landscape
Quick Take & Future Outlook
Quick take: eCIO is a focused, technology‑enabled RIA that aims to act as the outsourced CIO and governance partner for nonprofits—its value rests on specialized expertise, lower costs, and tools that make prudent investing and board oversight more accessible to smaller charitable institutions.[3][4]
getECIO has raised $50K across 1 funding round. Most recently, it raised $50K Seed in July 2020.
| Date | Round | Lead Investors | Other Investors |
|---|---|---|---|
| Jul 1, 2020 | $50K Seed | Singh Capital Partners |