Insights

Sustainability Focus The company specializes in direct indexing to reflect client values, indicating strong alignment with ESG or thematic investing opportunities and related product pitches.

Acquisition Growth Recent acquisitions of Veriti Technologies and stake in Principal Financial Group suggest an aggressive expansion strategy, presenting opportunities to cross-sell tech-enabled investment solutions and advisory services.

Digital Capability Tech stack includes web, analytics, and enterprise server technologies, signaling a modernized platform infrastructure suitable for partnerships around digital onboarding, data analytics, and client experience enhancements.

Financial Scale Revenue range indicates a mid-sized asset manager with potential for scalable product offerings and partnerships targeting institutions, RIAs, and advisory channels seeking advanced indexing capabilities.

Market Position Competitive edge stems from flexible indexing solutions and value-aligned investing, providing a basis to differentiate in conversations with wealth managers and fiduciaries seeking customized portfolios.

Similar companies to First Trust Direct Indexing

First Trust Direct Indexing Tech Stack

First Trust Direct Indexing uses 8 technology products and services including Open Graph, Google Fonts API, Alpine.js, and more. Explore First Trust Direct Indexing's tech stack below.

Open Graph
Content Management System
Google Fonts API
Font Scripts
Alpine.js
Javascript Frameworks
Windows Server
Operating Systems
HSTS
Security
Google Analytics
Web Analytics
Adobe Fonts
Web Fonts
Microsoft IIS
Web Servers

Media & News

First Trust Direct Indexing's Email Address Formats

First Trust Direct Indexing uses at least 2 format(s):

First Trust Direct Indexing Email Formats	Example	Percentage
FLast@veritimanagement.com	JDoe@veritimanagement.com	100%

Frequently Asked Questions

Where is First Trust Direct Indexing's headquarters located?

First Trust Direct Indexing's main headquarters is located at 33 Arch Street Suite 1700 Boston, Massachusetts 02110 United States. The company has employees across 2 continents, including North AmericaSouth America.

What is First Trust Direct Indexing's phone number?

You can contact First Trust Direct Indexing's main corporate office by phone at

+1-617-752-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is First Trust Direct Indexing's official website and social media links?

First Trust Direct Indexing's official website is ftdirectindexing.com and has social profiles on LinkedIn.

How much revenue does First Trust Direct Indexing generate?

As of February 2026, First Trust Direct Indexing's annual revenue is estimated to be $10M - $25M.

What is First Trust Direct Indexing's NAICS code?

First Trust Direct Indexing's NAICS code is 52 - Finance and Insurance.

How many employees does First Trust Direct Indexing have currently?

As of February 2026, First Trust Direct Indexing has approximately 501 employees across 2 continents, including North AmericaSouth America. Key team members include Chief Executive Officer: R. H.: W. R.. Explore First Trust Direct Indexing's employee directory with LeadIQ.

What industry does First Trust Direct Indexing belong to?

First Trust Direct Indexing operates in the Financial Services industry.

What technology does First Trust Direct Indexing use?

First Trust Direct Indexing's tech stack includes Open GraphGoogle Fonts APIAlpine.jsWindows ServerHSTSGoogle AnalyticsAdobe FontsMicrosoft IIS.

What is First Trust Direct Indexing's email format?

First Trust Direct Indexing's email format typically follows the pattern of FLast@veritimanagement.com. Find more First Trust Direct Indexing email formats with LeadIQ.

When was First Trust Direct Indexing founded?

First Trust Direct Indexing was founded in 2018.

First Trust Direct Indexing

Q: How many employees does First Trust Direct Indexing have currently?

First Trust Direct Indexing has approximately 501 employees.

Q: What technology does First Trust Direct Indexing use?

First Trust Direct Indexing's tech stack includes Google Fonts API, Adobe Fonts, Microsoft IIS, Open Graph, Google Analytics.

Q: What is First Trust Direct Indexing's NAICS code?

First Trust Direct Indexing's NAICS code is 52 (Finance and Insurance).

Financial ServicesMassachusetts, United States501-1000 Employees

First Trust Direct Indexing L.P. operates in the financial services sector, offering flexible options that enable a portfolio to reflect individual values. Based in Boston, Massachusetts, the firm positions itself to serve clients seeking direct indexing solutions that align with their personal or organizational preferences. Its operations are anchored in direct indexing capabilities, which facilitate tailored portfolio construction for a diverse client base. The company has grown through strategic acquisitions, including Veriti Technologies in 2022 and an active stake in Principal Financial Group announced in 2023, indicating an emphasis on expanding its technology-enabled approach within asset management. The organization is part of a broader market landscape alongside other asset managers providing automated or tech-enabled wealth strategies and direct indexing services. }

Company Overview

Headquarters: 33 Arch Street Suite 1700 Boston, Massachusetts 02110 United States
Phone number: +1-617-752-****
Website: ftdirectindexing.com
NAICS Code: 52 - Finance and Insurance
Founded: 2018
Employees: 501-1000