About eCIO
eCIO is a Government & Social Sector company based in Madison (United States) founded in 2019 by Rob Roquitte and Phil Waara. eCIO has raised $2.2 million across 1 funding round. Its chief executive, as recorded, is Rob Roquitte. eCIO offers products and services including Investment Programs and Consulting Services. Its focus areas include Enterprise Applications, Nonprofit Tech and Board Management. Its legal entity is eCIO, Inc. Its competitors include Boardable, BoardBuild and BellesBoard; 1 of its 3 listed competitors has raised funding.
Company details
Cloud-based investment and board management software for nonprofits. Its investment management platform provides customized investment strategy, video-based portfolio reviews, separately managed accounts (SMA), etc. Board management software is used to host virtual meetings, document management, schedule meetings, manage members, and groups. It is a tool available on the subscription-based pricing model.
- Headquarters Madison, United States
- Founders Rob Roquitte, Phil Waara
- SectorsGovernment & Social Sector
- Email••••••••
- Phone•••• ••••
- Website getecio.com
- Social LinkedIn X Facebook
- Legal Name Ecio, Inc
- Total Equity Funding$2.2M (USD)
in 1 rounds
- Latest Funding Round$2.2M (USD), Seed
Nov 2020
Products & Services of eCIO
eCIO offers a comprehensive portfolio of products and services, including Investment Programs and Consulting Services.
Customized programs for managing nonprofit investments efficiently.
Expert consulting to enhance nonprofit investment outcomes.
Funding Insights of eCIO
eCIO has successfully raised a total of $2.2M through 1 strategic funding round. The most recent funding activity was a Seed round of $2.2 million completed in November 2020. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $2.2M
- Total Rounds 1
- Last Round Seed — $2.2M
- First Round $2.2M
(Nov 2020)
All 1 funding rounds of eCIO with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Nov 2020 | $2.2M | Seed | – | – | – |
People of eCIO
7 people are tracked at eCIO (3 in leadership, 4 in board & advisors).
| Name | Role | Group |
|---|---|---|
Rob Roquitte | Co-Founder & CEO | Leadership |
Phil Waara | Co-Founder | Leadership |
Tim Ivey | VP Marketing | Leadership |
Alex Goldstein | Advisor | Board & advisors |
David Quade | Advisor | Board & advisors |
Jay Sekelsky | Advisor | Board & advisors |
Byron Frenz | Advisor | Board & advisors |
Complete people profiles for eCIO
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of eCIO
2 dated milestones of eCIO across 1 years, from founding to its latest funding, stage changes and deals.
- Founded eCIO is founded.
- Funding First funding round of $2.2M.
Competitors of eCIO
eCIO has 3 listed competitors in our database, 1 of them funded. They include Boardable, BoardBuild and BellesBoard.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| boardable.com | 2016 | Indianapolis, United States | $15.08M | Cloud-based platform for board management and collaboration is provided. | ||
| boardbuild.org | 2019 | Fort Worth, United States | Platform providing online training and matching for nonprofit board governance. | |||
| bellesboard.com | 2017 | Lynbrook, United States | Provides software tools for nonprofit board management and task automation. |
Detailed competitors of eCIO
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of eCIO
The website of eCIO (getecio.com) receives about 2.9K visits a month.
- Monthly visits2.9K
▲ 33.5% vs previous month
Websites whose visitors overlap most with eCIO. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
asselgrantservices.com | asselgrantservices.com | 100% | #3,859,930 | – | |
trustbasedphilanthropy.org | trustbasedphilanthropy.org | 93% | #3,912,218 | – | |
raffaadvisers.com | raffaadvisers.com | 92% | #7,445,517 | – |
Top companies in Nonprofit Tech
3 companies that operate in the same segment as eCIO (Nonprofit Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Funds are raised online for social causes via crowdfunding platform. | 2008 | San Diego, California, United States | ||||
Creative projects are crowdfunded via a cloud-based platform. | 2009 | Brooklyn, New York, United States | ||||
Provider of scalable corporate volunteering programs | 2014 | San Mateo, California, United States | USD 29.05 M | USD 4.79 M | 152 |
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Frequently Asked Questions about eCIO
eCIO was founded in 2019 and raised its 1st funding round 1 year after it was founded.
eCIO is headquartered in Madison, United States. It is registered at Madison, Wisconsin, United States.
Rob Roquitte is the CEO of eCIO, as recorded in our data. They have also founded this company.
eCIO is a funded company, having raised a total of $2.2M across 1 funding round to date. The company's 1st funding round was a Seed of $2.2M, raised on Nov 2020.
Cloud-based investment and board management software for nonprofits. Its investment management platform provides customized investment strategy, video-based portfolio reviews, separately managed accounts (SMA), etc. Board management software is used to host virtual meetings, document management, schedule meetings, manage members, and groups. It is a tool available on the subscription-based pricing model.
eCIO's top competitors include Boardable, BoardBuild and BellesBoard.
eCIO offers Investment Programs and Consulting Services.
eCIO operates through Ecio, Inc.