Where are First Trust Direct Indexing employees located globally?

First Trust Direct Indexing has employees across 1 continents and 1 countries including United States Of America.

How has First Trust Direct Indexing's team size changed over time?

First Trust Direct Indexing's team has remained stable from approximately 5 to 5 employees based on available data.

First Trust Direct Indexing Employee Directory

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. }

First Trust Direct Indexing Global Highlights

North America
5

United States Of America
5

First Trust Direct Indexing's Leadership

R. H.
Chief Executive Officer
Mobile Phone
Email
W. R.
Mobile Phone
Email

First Trust Direct Indexing Employee Metrics

100%

50%

0%

2026

2025

Business
Banking
Entrepreneurship
Other

Contact profiles from First Trust Direct Indexing

Name

Title

Contact Info

Location

Last Update

R. H.
Chief Executive Officer
Mobile Phone
Email
United StatesMassachusetts
May 28, 2026
W. R.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is First Trust Direct Indexing known for?

First Trust Direct Indexing was founded in 2018 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-617-752-****

. Explore First Trust Direct Indexing's company overview page for more information.

What is First Trust Direct Indexing's most common email format?

First Trust Direct Indexing employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more First Trust Direct Indexing email formats with LeadIQ.

How many employees does First Trust Direct Indexing have currently?

First Trust Direct Indexing has approximately 501 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are First Trust Direct Indexing's key employees and leadership?

As of July 2026, First Trust Direct Indexing's key employees include:

Chief Executive Officer: R. H.
: W. R.

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First Trust Direct Indexing Employee Directory

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First Trust Direct Indexing Global Highlights

North America
5

First Trust Direct Indexing's Leadership

First Trust Direct Indexing Employee Metrics

Contact profiles from First Trust Direct Indexing

Frequently Asked Questions

What is First Trust Direct Indexing known for?

What is First Trust Direct Indexing's most common email format?

How many employees does First Trust Direct Indexing have currently?

Who are First Trust Direct Indexing's key employees and leadership?

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

Ready to create more pipeline?

First Trust Direct Indexing Employee Directory

Find First Trust Direct Indexing employees' phone numbers or email addresses

Name search is limited — try advanced search instead

First Trust Direct Indexing Global Highlights

North America5

First Trust Direct Indexing's Leadership

First Trust Direct Indexing Employee Metrics

Contact profiles from First Trust Direct Indexing

Frequently Asked Questions

What is First Trust Direct Indexing known for?

What is First Trust Direct Indexing's most common email format?

How many employees does First Trust Direct Indexing have currently?

Who are First Trust Direct Indexing's key employees and leadership?

Everything for prospecting,in one platform.

What you can expect from LeadIQ:

Ready to create more pipeline?

North America
5

Everything for prospecting,
in one platform.