About Parametric Portfolio Associates
Parametric Portfolio Associates is a company based in Seattle (United States) founded in 1987 was acquired by Eaton Vance Management in June 2003. It operates as a Professional Services. Parametric Portfolio Associates offers products and services including Direct Indexing, Tax Management, and Overlay Solutions. Parametric Portfolio Associates operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter Seattle, United States
-
Sectors
Financial Services
-
Phone
*********
-
Website
*********
-
Social
*********
- Legal Name Parametric Portfolio Associates Llc
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Latest Funding Round
- Investors
-
Employee Count
Employee Count
-
Acquired by
Eaton Vance Management
(Jun 05, 2003)
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Products & Services of Parametric Portfolio Associates
Parametric Portfolio Associates offers a comprehensive portfolio of products and services, including Direct Indexing, Tax Management, and Overlay Solutions. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Customized portfolios are offered with unique tax advantages.
Active tax strategies are used to maximize savings.
Portfolio shortfalls are addressed through strategic overlay solutions.
Unlock access to complete
Leadership Team
67 people
Software Development Team
46 people
Senior Team
35 people
Operations Team
26 people
Associate Team
23 people
Portfolio Team
20 people
Product Management Team
17 people
Investment Team
16 people
Unlock access to complete
Funding Insights of Parametric Portfolio Associates
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Parametric Portfolio Associates
Parametric Portfolio Associates has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Eaton Vance Management. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Platform offering mutual funds and investment management solutions
|
Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
|
Founded Year | Domain | Location | |
|
Startup ecosystems are ignited through strategic investments by Signite Partners.
|
Founded Year | Domain | Location | |
|
Venture capital is directed toward companies in multiple sectors.
|
Founded Year | Domain | Location | |
|
Venture capital is invested in cybersecurity, fintech, and AI startups.
|
Founded Year | Domain | Location |
Investments & Acquisitions by Parametric Portfolio Associates
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
Financial Statements - Parametric Portfolio Associates
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Parametric Portfolio Associates Comparisons
Competitors of Parametric Portfolio Associates
Parametric Portfolio Associates 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, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
|
|
| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
|
|
| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
|
|
| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
|
|
| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
|
|
| domain | founded_year | HQ Location |
Mutual life insurance and asset management services are provided.
|
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Latest news on Parametric Portfolio Associates
Frequently Asked Questions about Parametric Portfolio Associates
When was Parametric Portfolio Associates founded?
Parametric Portfolio Associates was founded in 1987.
Where is Parametric Portfolio Associates located?
Parametric Portfolio Associates is headquartered in Seattle, United States. It is registered at Seattle, Washington, United States.
Who is the current CEO of Parametric Portfolio Associates?
Brian Langstraat is the current CEO of Parametric Portfolio Associates.
What does Parametric Portfolio Associates do?
Customized investment solutions are offered by Parametric Portfolio Associates to institutional investors and wealth managers. Services are focused on direct indexing, tax management, and overlay strategies. Risk management, transparency, and systematic approaches are emphasized across sectors like fixed income, emerging markets, and responsible investing. Tailored exposures are designed to meet specific client needs while addressing volatility and tax efficiency.
Who are the top competitors of Parametric Portfolio Associates?
Parametric Portfolio Associates's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Parametric Portfolio Associates offer?
Parametric Portfolio Associates offers Direct Indexing, Tax Management, and Overlay Solutions.
Who are Parametric Portfolio Associates's investors?
Parametric Portfolio Associates has 1 investor. Key investors include Eaton Vance Management.
Book a demo & talk to our team
Share a few details and we’ll reach out to schedule a session.