First Trust Direct Indexing Email Format
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. }