About Eaton Vance Management
Eaton Vance Management is a company based in Boston (United States) founded in 1924 was acquired by Morgan Stanley in October 2020.. Eaton Vance Management has completed 5 acquisitions, including AFGlobal, Atlanta Capital and Fox Asset Management. Eaton Vance Management offers products and services including Mutual Funds, ETFs, Separately Managed Accounts, and Tax Tools. Eaton Vance Management operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, HSBC and Aviva, among others.
- Headquarter Boston, United States
- Stage Public
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Sectors
Financial Services
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Eaton Vance Management
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Annual Revenue
$42.47 M13.08as on Oct 31, 2024
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Net Profit
$113.75 M196.35as on Oct 31, 2024
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EBITDA
$119.9 M171.67as on Oct 31, 2024
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Investments & Acquisitions
AFGlobal
& 4 more
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Acquired by
Morgan Stanley
(Oct 08, 2020)
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IPO & Listings of Eaton Vance Management
Eaton Vance Management is a publicly listed company on the NYSE with ticker symbol ETO in USA, operating in the Miscellaneous sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.
Products & Services of Eaton Vance Management
Eaton Vance Management offers a comprehensive portfolio of products and services, including Mutual Funds, ETFs, Separately Managed Accounts, and Tax Tools. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Funds providing diversified equity and fixed income investments
Exchange-traded funds for liquidity and market tracking
Customized accounts for personalized asset management
Calculators and planners for tax-efficient investment strategies
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Funding Insights of Eaton Vance Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Eaton Vance Management
Eaton Vance Management has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Morgan Stanley. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Wealth management, investment advisory, and financial services are provided.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Eaton Vance Management
Eaton Vance Management has strategically engaged in corporate development activities, having acquired 5 companies. Notable acquisitions include AFGlobal, Atlanta Capital and Fox Asset Management. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Private equity firm focused on buyouts & investments in the fintech sector
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1998 | ||||
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Diversified investment management services are provided to clients.
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1987 | ||||
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Technology and Manufacturing company
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1985 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Eaton Vance Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Eaton Vance Management Comparisons
Competitors of Eaton Vance Management
Eaton Vance Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, HSBC and Aviva, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Universal banking and financial advisory services are provided globally.
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| domain | founded_year | HQ Location |
Insurance and asset management services are offered in multiple regions.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Eaton Vance Management
Frequently Asked Questions about Eaton Vance Management
When was Eaton Vance Management founded?
Eaton Vance Management was founded in 1924.
Where is Eaton Vance Management located?
Eaton Vance Management is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
Who is the current CEO of Eaton Vance Management?
Thomas Faust is the current CEO of Eaton Vance Management.
What is the annual revenue of Eaton Vance Management?
Annual revenue of Eaton Vance Management is $42.47M as on Oct 31, 2024.
What does Eaton Vance Management do?
Eaton Vance Management was established in 1924 in Boston, United States, as an investment firm. Services encompassing mutual funds and comprehensive management solutions are offered within the financial sector. Operations are centered on asset management for institutional and individual clients, with a focus on global markets. Leadership is provided by Chairman and CEO Thomas Faust, overseeing activities from the headquarters location.
Who are the top competitors of Eaton Vance Management?
Eaton Vance Management's top competitors include Fidelity Investments, Investec and HSBC.
What products or services does Eaton Vance Management offer?
Eaton Vance Management offers Mutual Funds, ETFs, Separately Managed Accounts, and Tax Tools.
Is Eaton Vance Management publicly traded?
Yes, Eaton Vance Management is publicly traded on NYSE under the ticker symbol ETO.
How many acquisitions has Eaton Vance Management made?
Eaton Vance Management has made 5 acquisitions, including AFGlobal, Atlanta Capital, and Fox Asset Management.
Who are Eaton Vance Management's investors?
Eaton Vance Management has 1 investor. Key investors include Morgan Stanley.
What is Eaton Vance Management's ticker symbol?
The ticker symbol of Eaton Vance Management is ETO on NYSE.
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