About FusionIQ
FusionIQ is a Technology company based in New York (United States) founded in 2008. White label digital investment platform. FusionIQ has completed 1 acquisition, including Marstone. Its chief executive, as recorded, is Andrew Rogers. Its focus areas include FinTech, Investment Tech, Wealth Management IT and White Label Robo Advisors. Its competitors include Bambu and Marstone; 2 of its 2 listed competitors have raised funding.
Company details
FusionIQ was founded in 2008 in New York, United States, and operates in the fintech sector. A white label digital investment platform is provided to financial institutions for managing client portfolios. Risk assessment questions are utilized to match investors with customized portfolios and asset allocation models. Theme-based investment strategies are supported, along with automated asset allocation and rebalancing. Client onboarding and engagement processes are facilitated through the platform.
- Headquarters New York, United States
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website fusioniq.io
- Social LinkedIn X
Funding Insights of FusionIQ
- Total Rounds 2
- Investors Count 1
All 2 funding rounds of FusionIQ with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
1 investors in total: 1 institutional.
Investors in FusionIQ
FusionIQ has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Siebert.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Financial planning and advisory services are provided to clients. | 1967 | siebert.com | New York, United States |
Investor details for FusionIQ
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
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Verified entity values are shown only after access is granted.
People of FusionIQ
19 people are tracked at FusionIQ (10 in leadership, 9 in team).
| Name | Role | Group |
|---|---|---|
Andrew Rogers | CEO | Leadership |
Michael Duprez | Chief Financial Officer | Leadership |
Kyle Healy | Managing Director, Operations & Client Experience | Leadership |
Sloan Shanahan | Chief Revenue Officer (cro) | Leadership |
Jim Cott | Chief Financial Officer | Leadership |
Daniel Barnes | Platform Director | Leadership |
John Guthery, CFA | Chief Investment Officer | Leadership |
Eric Noll | Chair and Chief Executive Officer | Leadership |
John Kimbro | Chief Technology Officer | Leadership |
Peter Brittain | Head Of Business Development | Leadership |
Ryan Ward | Business Development Officer | Team |
John M. | Information Security Officer | Team |
John Phillips | Senior Strategic Advisor | Team |
Vance Rivera | Senior Software Engineer | Team |
Puneet Syal | Product Design Lead | Team |
Ryan Iapicca | Business Analyst | Team |
Connor Rodriguez | Senior Financial Analyst | Team |
Christopher Cipolla | Principal Software Engineer/Solutions Architect | Team |
Tharun Kumar | Frontend Developer | Team |
Complete people profiles for FusionIQ
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
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Investments & Acquisitions by FusionIQ
FusionIQ has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Marstone.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
White label robo-advisory platform | marstone.com | New York, United States | 2013 | Jun 2026 | •••• |
Complete acquisition details for FusionIQ
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
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Timeline of FusionIQ
4 dated milestones of FusionIQ across 18 years, from founding to its latest funding, stage changes and deals.
- Founded FusionIQ is founded.
- Funding First funding round.
- Acquisition Acquires Marstone.
- Funding Latest funding round, Seed,.
Competitors of FusionIQ
FusionIQ has 2 listed competitors in our database, 2 of them funded. They include Bambu and Marstone.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| mybambu.com | 2016 | Memphis, United States | $11.29M | Provider of digital banking for individuals | ||
| marstone.com | 2013 | New York, United States | $13M | White label robo-advisory platform |
Detailed competitors of FusionIQ
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
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Web traffic of FusionIQ
The website of FusionIQ (fusioniq.io) receives about 2.2K visits a month.
- Monthly visits2.2K
▲ 0.8% vs previous month
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as FusionIQ (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 Fusioniq
Complete news archive for FusionIQ
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Frequently Asked Questions about FusionIQ
FusionIQ was founded in 2008 and raised its 1st funding round 17 years after it was founded.
FusionIQ is headquartered in New York, United States. It is registered at New York, New York, United States.
Andrew Rogers is the CEO of FusionIQ, as recorded in our data.
FusionIQ was founded in 2008 in New York, United States, and operates in the fintech sector. A white label digital investment platform is provided to financial institutions for managing client portfolios. Risk assessment questions are utilized to match investors with customized portfolios and asset allocation models. Theme-based investment strategies are supported, along with automated asset allocation and rebalancing. Client onboarding and engagement processes are facilitated through the platform.
FusionIQ has made 1 acquisition, including Marstone.
FusionIQ has 1 investor. Key investors include Siebert.