Eko logo — Investing as a service for banks and CU | Self-directed, Gui...

Eko

Investing as a service for banks and CU | Self-directed, Guided, Hybrid, IRAs, HSAs and Crypto investing, from $1

Founded 2020 United States New York, United States 18 employees Pre-Seed Total: $2.18M Financial Services, Fintech +2

General Information

Company Name Eko
Founded Year 2020
Location United States New York, United States
Employees 18
Industries Financial Services, Fintech, Wealth Management +1
Funding Stage Pre-Seed
Business Model SaaS, White Label, Embedded Finance
Revenue Model Subscription, Tiered Pricing
Social

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About Eko

Eko, founded in 2020, is pioneering in the field of Financial Services, specifically targeting niches within Fintech, Wealth Management, and Embedded Systems. With its headquarters in the United States, this venture delivers "Personalized investments as a service", catering to banks, credit unions, and fintech companies looking to enhance their digital investment offerings.

The company stands out by offering a comprehensive white-label solution, providing everything from personalized portfolio management to legal compliance checks and user-friendly dashboards. These capabilities enable financial institutions to deploy advanced investment products without incurring significant build-out costs or hiring additional staff.

In its recent funding round, Eko raised $400.00K in a Pre Seed investment on April 1, 2024. Key investors such as Alloy Alchemist Fund and Bankers Helping Bankers Fund have shown confidence in Eko's innovative approach and growth potential within the sector.

Business keywords: Digital investments, White-label solution, Investment software, Personalized investments, Financial services, Portfolio management, Banking platform, Credit unions, Community banks, Investment product, Consumer finance, Investment platform, Financial technology, Impact investing

Services & Products

investment account management
portfolio creation and management
trade execution management
compliance management
seamless digital integration

Target Customers

banks credit unions financial institutions retail bank customers credit union members

Funding Rounds & Investors (4)

View All
Funding Stage Amount Investors Lead Investors Date
Pre Seed Round $400.00K 2
Alloy Alchemist Fund, Bankers Helping Bankers Fund
01 Apr 2024
Pre Seed Round $958.00K 5
IrishAngels, Motivate Ventures +3
01 Aug 2023
Pre Seed Round $700.00K 3
Motivate Ventures, Techstars +1
09 Nov 2022
Pre Seed Round $120.00K -
01 Mar 2022

Eko Alternatives & Competitors

View All Alternatives
Eko vs
Unifimoney Tech
Unifimoney Tech United States

Go beyond banking with Unifimoney's embedded digital wealth management solution.

Seed
8 employees
Financial Services, Fintech
Eko vs

Simpler, more transparent and data-driven loan transactions.

Venture round
25 employees
Financial Services, Fintech
Eko vs
Kestrl
Kestrl United Kingdom

The Muslim Money App

Seed
42 employees
Finance, Financial Services

FAQ About Eko

Investing as a service for banks and CU | Self-directed, Guided, Hybrid, IRAs, HSAs and Crypto investing, from $1
Eko was founded in 2020.
Eko is headquartered in New York, United States.
Eko operates in Financial Services, Fintech, Wealth Management and Embedded Systems. Its work centres on Digital investments, White-label solution, Investment software and Personalized investments. Its customers include banks, credit unions and financial institutions.
Eko has a SaaS, White Label and Embedded Finance business model. Its revenue comes from Subscription and Tiered Pricing.
Eko has approximately 18 employees.
Eko has completed 4 funding rounds, raising a total of $2.18M. The latest funding stage is Pre-Seed.
Eko offers: investment account management, portfolio creation and management, trade execution management, compliance management, seamless digital integration.
Top alternatives and competitors to Eko include Unifimoney Tech, Community Capital Technology | CCT, Kestrl, Nimo Industries, FINITY Solutions. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Eko and Unifimoney Tech are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Eko, https://bouncewatch.com/company/eko-1, updated 22 July 2026. When citing, please name BounceWatch and link this page.

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