E*TRADE Advisor Services Revenue and Competitors

Denver, CO USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • E*TRADE Advisor Services's estimated annual revenue is currently $23.7M per year.(i)
  • E*TRADE Advisor Services's estimated revenue per employee is $210,000

Employee Data

  • E*TRADE Advisor Services has 113 Employees.(i)
  • E*TRADE Advisor Services grew their employee count by -1% last year.

E*TRADE Advisor Services's People

NameTitleEmail/Phone
1
Associate VP -Tax Reporting/Cost Basis/Operations ManagerReveal Email/Phone
2
VP Product IntegrationReveal Email/Phone
3
Director Host System ArchitectureReveal Email/Phone
4
VP Chief Compliance OfficerReveal Email/Phone
5
DirectorReveal Email/Phone
6
ManagerReveal Email/Phone
7
ManagerReveal Email/Phone
8
TesterReveal Email/Phone
9
Operations AnalystReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$104.7M58828%$290M$1.5B
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What Is E*TRADE Advisor Services?

E*TRADE Advisor Services is a provider of integrated technology, custody, and practice management support for registered investment advisors (RIAs). E*TRADE Advisor Services is dedicated to helping RIAs realize their full potential and provide them the support they need to manage their practices and clients’ financial futures.

keywords:N/A

N/A

Total Funding

113

Number of Employees

$23.7M

Revenue (est)

-1%

Employee Growth %

N/A

Valuation

N/A

Accelerator

E*TRADE Advisor Services News

2022-03-30 - Axos' Big Ambitions for Small Advisors

Then, last year things changed and Axos instead bought E*Trade Advisor Services from Morgan Stanley for $55 million.

2022-03-22 - Awards and Recognition: Wealth Management

service. Top DC Advisor Teams (2020). The NAPA Top DC Advisor Team list ... Investment advisory services offered by E*TRADE Capital Management, LLC,...

2022-03-22 - Roth IRA Fees: What Do Companies Charge?

E*TRADE · Account Opening Fee: $0 · Maintenance Fees: 0%–0.30% annual advisory fee if rolled into a core portfolio account · Transaction Fees: $0...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$20.5M11425%N/A
#2
$15M1191%N/A
#3
$39.6M120-3%N/A
#4
$30.4M12115%N/A
#5
$28.4M12514%N/A