Exchange Traded Concepts

Oklahoma City, United States Founded: 2010 • Age: 16 yrs
Delivers comprehensive investment advisory, digital marketing, branding, and portfolio management services to clients.

About Exchange Traded Concepts

Exchange Traded Concepts is a Financial Services company based in Oklahoma City (United States) founded in 2010. It delivers comprehensive investment advisory, digital marketing, branding, and portfolio management services to clients. It operates on a B2B model. Its website exchangetradedconcepts.com draws about 681 thousand monthly visits. Its focus areas include Investment Management, Advisory Services and Digital Marketing. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.

Company details

Exchange Traded Concepts delivers comprehensive investment advisory, digital marketing, branding, and portfolio management services to clients through offering financial products and advice, investment management, providing advisory services, and providing digital marketing. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field.

  • Headquarters Oklahoma City, United States
  • Sectors
    Financial Services
  • Phone
    β€’β€’β€’β€’ β€’β€’β€’β€’
  • Website exchangetradedconcepts.com
  • Social X Facebook
Operational Areas

People of Exchange Traded Concepts

2 people are tracked at Exchange Traded Concepts (2 in leadership).

NameRoleGroup
Garrett Stevens
Co-founder & Chief Business OfficerLeadership
Daniel Carlucci
Vice President - Marketing ServicesLeadership
Premium access

Complete people profiles for Exchange Traded Concepts

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.

Competitors of Exchange Traded Concepts

Exchange Traded Concepts has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
fidelity.com1946Boston, United States$517.99M24,000
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
morganstanley.com1935New York, United States49
Wealth management, investment advisory, and financial services are provided.
northwesternmutual.com1857Milwaukee, United States6,661
Northwestern Mutual is engaged in financial planning and insurance services.
Premium access

Detailed competitors of Exchange Traded Concepts

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 Exchange Traded Concepts

The website of Exchange Traded Concepts (exchangetradedconcepts.com) receives about 680.7K visits a month.

  • Monthly visits
    680.7K

    ▼ 6.7% vs previous month

Similar websites

Websites whose visitors overlap most with Exchange Traded Concepts. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
falconebiz.com
100%
959.8K#63,970View details
tofler.in
97%
556K#105,509View details
zaubacorp.com
96%
4.9M#12,689View details
tracxn.com
92%
2.9M#16,597View details
indiafilings.com
90%
2.1M#29,959View details
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
Premium access

All 40 similar websites and full traffic analytics for Exchange Traded Concepts

The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.

  • 40 similar websites
  • Audience overlap
  • Engagement analytics
  • Traffic by brand

Verified entity values are shown only after access is granted.

Top companies in Investment Banks

3 companies that operate in the same segment as Exchange Traded Concepts (Investment Banks) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Investment banking services are delivered across multiple financial sectors.
1869New York, New York, United StatesUSD 126.21 B46,500
Comprehensive financial services are provided to corporations and individuals.
1799New York, New York, United StatesUSD 42.22 M
Wealth management, investment advisory, and financial services are provided.
1935New York, New York, United StatesUSD 7.55 MUSD 119.72 B80,000
Upgrade to premium

Unlock complete access to The Company Check

Get unrestricted viewing across everything we track β€” from companies and brands to investors, funding rounds, acquisitions, financials, and more.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • βœ“
    Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
  • βœ“
    Full access to every database India & global coverage, advanced filters and rich profile details
  • βœ“
    Always-on access from your team account Single premium plan for everything you see on the portal

Related news about Exchange Traded Concepts

Premium access

Complete news archive for Exchange Traded Concepts

Full article history, source details, and older brand coverage require an active premium plan.

  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

Verified entity values are shown only after access is granted.

Frequently Asked Questions about Exchange Traded Concepts

Exchange Traded Concepts was founded in 2010.

Exchange Traded Concepts is headquartered in Oklahoma City, United States. It is registered at Oklahoma City, Oklahoma, United States.

Exchange Traded Concepts delivers comprehensive investment advisory, digital marketing, branding, and portfolio management services to clients through offering financial products and advice, investment management, providing advisory services, and providing digital marketing. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field.

Exchange Traded Concepts's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.

The website of Exchange Traded Concepts receives about 681 thousand visits a month.

Explore millions of companies β€” effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals β€” all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available