ETF Action
Financial ServicesColorado, United States2-10 Employees
ETF Action is an independent technology and research firm within financial services that helps advisors strengthen portfolios, improve client experiences, and navigate the ETF, mutual fund, and closed-end fund landscape. Its primary customers are financial advisors and RIAs who seek tools and guidance to optimize investment decisions and client communications. The company functions as a resource to interpret a broad fund universe and support advisory workstreams. Based in Denver, Colorado, ETF Action operates with a small team. The firm has formed partnerships that integrate its platform into the RIA model marketplace, including collaborations with THOR Financial Technologies in 2021 and UX Wealth Partners in 2022. In February 2021, it rolled out a new Dashboard interface along with other platform upgrades.