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First Trust Direct Indexing logo — company profile

First Trust Direct Indexing

Founded 2018 United States Boston, United States 8 employees Financial Services, IT

General Information

Company Name First Trust Direct Indexing
Founded Year 2018
Location United States Boston, United States +1
Employees 8
Industries Financial Services, IT
Social

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About First Trust Direct Indexing

First Trust Direct Indexing is a Financial Services startup based in the United States, founded in 2018. The company, formerly known as Veriti Management LLC, offers a range of comprehensive and flexible options to tailor investment portfolios according to the individual's values. Despite not having publicly disclosed its latest investment details and the involved investors, First Trust Direct Indexing demonstrates potential in catering to the growing demand for socially responsible and customizable investment solutions. As the trend towards personalized portfolio management continues to gain traction, the company appears to be strategically positioned to capitalize on this burgeoning market segment.

Taxonomy: Direct Indexing, Investment Management, Portfolio Management, Values-based Investing, Sustainable Investing, Customized Portfolios, Flexible Options

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First Trust Direct Indexing Alternatives & Competitors

First Trust Direct Indexing vs
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FAQ About First Trust Direct Indexing

First Trust Direct Indexing L.P. (formerly Veriti Management LLC) provides comprehensive and flexible options to allow your portfolio to reflect your values.
First Trust Direct Indexing was founded in 2018.
First Trust Direct Indexing is headquartered in Boston, United States.
First Trust Direct Indexing operates in the following industries: Financial Services, IT.
First Trust Direct Indexing has approximately 8 employees.
Top alternatives and competitors to First Trust Direct Indexing include Passiv, Wealthyhood, yeekatee, Alpha Robo-Advisor, Christian Brothers Investment Services. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
First Trust Direct Indexing and Passiv 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.

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