About Eagle Asset Management
Eagle Asset Management is a Technology company based in St. Petersburg (United States) founded in 1976. It offers investment strategies and management for retail and institutional clients. It operates on a B2B and B2C model in Technology and Financial Services sectors. Eagle Asset Management offers products and services including Investment Strategies, Insights Services, and Strategic Accounts Management. Its focus areas include FinTech, Investment Tech, Financial Strategies and Institutional Investments. Its legal entity is Eagle Asset Management, Inc. Its competitors include Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and S&P Global and 5 more; 4 of its 10 listed competitors have raised funding.
Company details
Eagle Asset Management, Inc. is a registered investment adviser with the U.S. Securities and Exchange Commission, focusing on providing investment strategies, insights, and management services. It operates through various teams and philosophies, serving both retail and institutional investors. Based in St. Petersburg, Florida, the company is affiliated with Raymond James Investment Management and handles sales, strategic accounts, and press inquiries to support its clients.
- Headquarters St. Petersburg, United States
- SectorsTechnologyFinancial Services
- Website eagleasset.com
- Legal Name Eagle Asset Management, Inc.
Products & Services of Eagle Asset Management
Eagle Asset Management offers a comprehensive portfolio of products and services, including Investment Strategies, Insights Services, and Strategic Accounts Management.
Provides tailored investment plans for institutional clients
Offers market insights and analysis for investors
Manages accounts for retail and institutional investors
People of Eagle Asset Management
40 people are tracked at Eagle Asset Management (12 in leadership, 28 in team).
| Name | Role | Group |
|---|---|---|
Adrian Lee | CEO | Leadership |
Sheila King | Vice President, Co-portfolio Manager Fixed Income | Leadership |
Javier Alvarez | Chief Compliance Officer | Leadership |
Burton N. Mulford | Senior Vice President, Portfolio Manager | Leadership |
Damian Sousa | Chief Compliance Officer | Leadership |
Ed Cowart | Managing Director | Leadership |
Vincent Ficca | Head Of Equity Trading | Leadership |
James Camp | Managing Director | Leadership |
Michael Buchanan | Senior Vice President | Leadership |
Ralph Primavera | Senior Vice President | Leadership |
Steven Chylinski | Head Of Fixed Income Trading | Leadership |
Clay Lindsey | Senior Vice President, Client Portfolio Manager | Leadership |
Sam Wells | Product Specialist | Team |
Bishop Jordan | Senior Analyst | Team |
Alexander Reba | Fixed Income Asset Management Trader | Team |
Ian Dodd | Analyst | Team |
Lucas Iacovino | Research Analyst | Team |
Enrique Acedo | Senior Equity Research Analyst | Team |
Matthew Spitznagle | Portfolio Co-manager | Team |
Crystal S. Wamble | Analyst | Team |
20 more people are available in the full profile.
Complete people profiles for Eagle Asset Management
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Competitors of Eagle Asset Management
Eagle Asset Management has 10 listed competitors in our database, 4 of them funded. They include Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and S&P Global, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| investec.com | 1974 | London, United Kingdom | – | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | |
| morganstanley.com | 1935 | New York, United States | – | 49 | Wealth management, investment advisory, and financial services are provided. | |
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. | |
| spglobal.com | 1917 | New York, United States | $8M | 5,000 | Platform offering business intelligence solutions that combine data and actionable analytics for clients | |
| fnz.com | 2003 | London, United Kingdom | $1.9B | 954 | Wealth management solutions are delivered for asset managers. | |
| wealthenhancement.com | 1997 | Minneapolis, United States | – | 1,277 | Diversified investment management services are provided to clients. | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. | |
| northwesternmutual.com | 1857 | Milwaukee, United States | – | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. | |
| principal.com | 1879 | Des Moines, United States | – | 19,800 | Retirement, investment, and insurance products and services are provided. |
Detailed competitors of Eagle Asset Management
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
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Verified entity values are shown only after access is granted.
Web traffic of Eagle Asset Management
Websites that share an audience with Eagle Asset Management (eagleasset.com).
Websites whose visitors overlap most with Eagle Asset Management. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| brownadvisory.com | 74% | 56.5K | #567,358 | View details | |
| principalindia.com | 74% | – | – | View details | |
| diamond-hill.com | 74% | 11.2K | #2,186,817 | View details | |
| delawareinvestments.com | 73% | – | – | View details | |
| eagleinvsys.com | 63% | – | – | View details |
Top companies in Investment & Financial Technology
10 companies that operate in the same segment as Eagle Asset Management (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | 14,747 | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | 2,713 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | 602 | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | 674 | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | 1,524 |
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Related news about Eagle Asset Management
Complete news archive for Eagle Asset Management
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Frequently Asked Questions about Eagle Asset Management
Eagle Asset Management was founded in 1976.
Eagle Asset Management is headquartered in St. Petersburg, United States. It is registered at St. Petersburg, Florida, United States.
Eagle Asset Management, Inc. is a registered investment adviser with the U.S. Securities and Exchange Commission, focusing on providing investment strategies, insights, and management services. It operates through various teams and philosophies, serving both retail and institutional investors. Based in St. Petersburg, Florida, the company is affiliated with Raymond James Investment Management and handles sales, strategic accounts, and press inquiries to support its clients.
Eagle Asset Management's top competitors include Fidelity Investments, Investec and S&P Global.
Eagle Asset Management offers Investment Strategies, Insights Services, and Strategic Accounts Management.
Eagle Asset Management operates through Eagle Asset Management, Inc..