About FTJ FundChoice
FTJ FundChoice is a Technology company based in Hebron (United States) founded in 2001, and was acquired by Orion in April 2018. Wealth management solutions for business. Its chief executive, as recorded, is Eric Clarke. The company was acqui-hired. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Portfolio Management. Its competitors include Altruist, GeoWealth and SMArtX; 3 of its 3 listed competitors have raised funding.
Company details
FTJ FundChoice was founded in 2001 and is based in Hebron, United States. Operations focus on the wealth management sector, where solutions are delivered to financial institutions for portfolio design. Trades are executed and portfolio allocations are managed via a dedicated trading platform. Advisors and clients are connected through these services to facilitate future planning, intelligent investing, and the achievement of financial goals.
- Headquarters Hebron, United States
- Stage Acquired
- SectorsTechnology
- Website ftjfundchoice.com
- Acquired by Orion (Apr 2018)
- InvestorsOrion Advisor Solutions
& 1 more
- Acquired by
Investors in FTJ FundChoice
FTJ FundChoice has secured backing from 2 investors, including institutional and venture fund investors. Prominent investors backing the company include Orion Advisor Solutions and Seaport Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Buyouts are targeted by Seaport Capital, a private equity firm. | seaportcapital.com | New York, United States | ||
Wealth technology solutions are provided for financial advisors. | 1998 | orion.com | Omaha, United States |
Investor details for FTJ FundChoice
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People of FTJ FundChoice
1 people are tracked at FTJ FundChoice (1 in leadership).
| Name | Role | Group |
|---|---|---|
Eric Clarke | CEO | Leadership |
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Timeline of FTJ FundChoice
3 dated milestones of FTJ FundChoice across 17 years, from founding to its latest funding, stage changes and deals.
- Founded FTJ FundChoice is founded.
- Exit Acquired by Seaport Capital.
- Exit Acquired by Orion.
Competitors of FTJ FundChoice
FTJ FundChoice has 3 listed competitors in our database, 3 of them funded. They include Altruist, GeoWealth and SMArtX.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| altruist.com | 2018 | Los Angeles, United States | $601.5M | 169 | Portfolio management software for financial advisors | |
| geowealth.com | 2010 | Chicago, United States | $75M | Integrated wealth management solutions are offered for advisors and institutions. | ||
| smartxadvisory.com | 2010 | West Palm Beach, United States | $39.74M | Performance monitoring and account valuation solution |
Detailed competitors of FTJ FundChoice
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Web traffic of FTJ FundChoice
Websites that share an audience with FTJ FundChoice (ftjfundchoice.com).
Websites whose visitors overlap most with FTJ FundChoice. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
riabiz.com | riabiz.com | 100% | #726,836 | – | |
| securitybenefit.com | 98% | 152.7K | #232,962 | View details | |
| oppenheimerfunds.com | 76% | 1.8K | #9,134,411 | View details | |
| franklintempleton.com | 70% | 466.9K | #119,217 | View details | |
| americanfunds.com | 68% | #1,642,308 | View details | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 7 similar websites and full traffic analytics for FTJ FundChoice
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Top companies in Investment & Financial Technology
3 companies that operate in the same segment as FTJ FundChoice (Investment & Financial Technology) in United States, 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 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Ftj Fundchoice
Complete news archive for FTJ FundChoice
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Frequently Asked Questions about FTJ FundChoice
FTJ FundChoice was founded in 2001.
FTJ FundChoice is headquartered in Hebron, United States. It is registered at Hebron, Connecticut, United States.
Eric Clarke is the CEO of FTJ FundChoice, as recorded in our data.
FTJ FundChoice was founded in 2001 and is based in Hebron, United States. Operations focus on the wealth management sector, where solutions are delivered to financial institutions for portfolio design. Trades are executed and portfolio allocations are managed via a dedicated trading platform. Advisors and clients are connected through these services to facilitate future planning, intelligent investing, and the achievement of financial goals.
FTJ FundChoice has 2 investors. Key investors include Orion Advisor Solutions, and Seaport Capital.
Yes. FTJ FundChoice was acquired by Orion in April 2018.