Insights

Partnership Growth ETF Action already integrates with RIAs and fintech partners (UX Wealth Partners, THOR Financial Technologies), presenting a clear path for deeper integrations, co marketing, and data licensing opportunities to expand reach in the advisor channel.

Advisor Marketplace With a focused audience of financial advisors and RIAs and a growing model marketplace, there's opportunity to collaborate on white label dashboards, enhanced ETF data feeds, and joint go to market programs to scale adoption.

Marketing Automation The firm already uses HubSpot and MailChimp, suggesting capacity for advanced marketing automation, content driven lead generation, and onboarding campaigns to lift actionability of their ETF research platform.

Product Expansion Past product upgrades like the Dashboard interface and ETF All Stars integration point to opportunities for API access, white label solutions, and custom analytics that could appeal to enterprise advisory firms.

Growth Enablement As a small team with revenue in the lower mid range, ETF Action could benefit from partner enablement programs, managed services for content and ops, and scalable sales motions to support channel partners and accelerate growth.

Similar companies to ETF Action

ETF Action Tech Stack

ETF Action uses 8 technology products and services including cdnjs, MySQL, HubSpot Chat, and more. Explore ETF Action's tech stack below.

  • cdnjs
    Content Delivery Network
  • MySQL
    Database
  • HubSpot Chat
    Live Chat
  • HubSpot
    Marketing Automation
  • reCAPTCHA
    Security
  • Web Font Loader
    Web Fonts
  • MailChimp for WordPress
    Web Platform Extensions
  • Sassy Social Share
    Widgets

ETF Action's Email Address Formats

ETF Action uses at least 1 format(s):
ETF Action Email FormatsExamplePercentage
First@etfaction.comJohn@etfaction.com
75%
First.Last@etfaction.comJohn.Doe@etfaction.com
25%

Frequently Asked Questions

Where is ETF Action's headquarters located?

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ETF Action's main headquarters is located at Denver, Colorado 80212 United States. The company has employees across 1 continents, including North America.

What is ETF Action's official website and social media links?

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ETF Action's official website is etfaction.com and has social profiles on LinkedInCrunchbase.

What is ETF Action's NAICS code?

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ETF Action's NAICS code is 52 - Finance and Insurance.

How many employees does ETF Action have currently?

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As of May 2026, ETF Action has approximately 10 employees across 1 continents, including North America. Key team members include Founding Partner: M. A.Founding Partner: A. S.Founding Partner: A. S.. Explore ETF Action's employee directory with LeadIQ.

What industry does ETF Action belong to?

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ETF Action operates in the Financial Services industry.

What technology does ETF Action use?

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ETF Action's tech stack includes cdnjsMySQLHubSpot ChatHubSpotreCAPTCHAWeb Font LoaderMailChimp for WordPressSassy Social Share.

What is ETF Action's email format?

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ETF Action's email format typically follows the pattern of First@etfaction.com. Find more ETF Action email formats with LeadIQ.

When was ETF Action founded?

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ETF Action was founded in 2018.

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.

Section iconCompany Overview

Headquarters
Denver, Colorado 80212 United States
NAICS Code
52 - Finance and Insurance
Founded
2018
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    ETF Action's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    ETF Action's revenue is estimated to be in the range of $1M$10M

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