FTJ FundChoice Revenue and Competitors

Hebron, KY USA

Location

N/A

Total Funding

Fintech

Industry

Estimated Revenue & Valuation

  • FTJ FundChoice's estimated annual revenue is currently $111.5M per year.(i)
  • FTJ FundChoice received $Undisclosed in venture funding in March 2015.
  • FTJ FundChoice's estimated revenue per employee is $162,500

Employee Data

  • FTJ FundChoice has 686 Employees.(i)
  • FTJ FundChoice grew their employee count by 8% last year.

FTJ FundChoice's People

NameTitleEmail/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$35.8M25635%$49.3MN/A
#2
$111.5M6868%N/AN/A
#3
$6M514%N/AN/A
#4
$0.3M50%N/AN/A
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What Is FTJ FundChoice?

FTJ FundChoice provides advisors access to independent asset allocation strategies and model trading functionality. We assist advisors in simplifying their business by absorbing back office tasks, such as trade reconciliation, account administration, fee billing and performance reporting, allowing the advisor to spend more time on revenue-generating activities. Our new multi-strategist platform is a true evolution in portfolio design. Market Movement Strategies (MMS) diversifies portfolios utilizing our Three Mandate Process which seeks to insulate clients from the unpredictability of market cycles. We also offer an Advisor-Directed program which allows advisors to build, maintain and implement portfolios that best express their own investment philosophy.

keywords:Finance,Human Resources Hr

N/A

Total Funding

686

Number of Employees

$111.5M

Revenue (est)

8%

Employee Growth %

N/A

Valuation

N/A

Accelerator

FTJ FundChoice News

2022-04-13 - In blockbuster deal, Eric Clarke gets Brian McLaughlin to ...

17, Orion Advisor Solutions collectively manages over $17 billion through its TAMP, Orion Portfolio Solutions (the re-named FTJ Fundchoice)...

2012-07-20 - FTJ FundChoice Acquired by Seaport Capital

FTJ FundChoice, a Hebron, KY-based provider of technology and services to investment advisors, has been acquired by middle market buyout firm Seaport Capital for an undisclosed amount. Following the investment, the company will continue to be led by President Dean Cook and COO Phillip Markgraf, ...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$524.7M15686%N/A
#2
$576.1M2838N/AN/A
#3
$5274.6M139546%N/A

FTJ FundChoice Funding

DateAmountRoundLead InvestorsReference
2015-03-02$UndisclosedUndisclosedMadison CapitalArticle