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
Locked
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Website
Locked
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Social
Locked
- Legal Name Eaton Vance Management
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Annual Revenue
$42.47 M (USD)13.08as on Oct 31, 2024
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Net Profit
$113.75 M (USD)196.35as on Oct 31, 2024
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EBITDA
$119.9 M (USD)171.67as on Oct 31, 2024
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Latest Funding Round
Not available
- Investors
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Employee Count
Not available
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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.
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
People of Eaton Vance Management
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Funding Insights of Eaton Vance Management
Detailed funding history for Eaton Vance Management
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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.
| Investor | Description | Founded Year | Domain | Location |
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Wealth management, investment advisory, and financial services are provided.
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Locked | Locked | Locked |
Investor details for Eaton Vance Management
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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.
Investment portfolio details for Eaton Vance Management
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| 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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Locked | Locked | 1998 | Locked | |
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Diversified investment management services are provided to clients.
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Locked | Locked | 1987 | Locked | |
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Technology and Manufacturing company
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Locked | Locked | 1985 | Locked |
Complete acquisition details for Eaton Vance Management
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Financial Statements - Eaton Vance Management
Detailed financials for Eaton Vance Management
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Eaton Vance Management Comparisons
Peer comparison for Eaton Vance Management
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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.
| Company Name | Domain | Founded year | HQ Location | Description |
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management, investment advisory, and financial services are provided.
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| Locked | Locked | Locked |
Universal banking and financial advisory services are provided globally.
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Insurance and asset management services are offered in multiple regions.
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Northwestern Mutual is engaged in financial planning and insurance services.
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Detailed competitors of Eaton Vance Management
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Latest news on Eaton Vance Management
Complete news archive for Eaton Vance Management
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Frequently Asked Questions about Eaton Vance Management
Eaton Vance Management was founded in 1924.
Eaton Vance Management is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
Thomas Faust is the current CEO of Eaton Vance Management.
Annual revenue of Eaton Vance Management is $42.47M as on Oct 31, 2024.
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.
Eaton Vance Management's top competitors include Fidelity Investments, Investec and HSBC.
Eaton Vance Management offers Mutual Funds, ETFs, Separately Managed Accounts, and Tax Tools.
Yes, Eaton Vance Management is publicly traded on NYSE under the ticker symbol ETO.
Eaton Vance Management has made 5 acquisitions, including AFGlobal, Atlanta Capital, and Fox Asset Management.
Eaton Vance Management has 1 investor. Key investors include Morgan Stanley.
The ticker symbol of Eaton Vance Management is ETO on NYSE.