Echo Trade
Carlsbad, CA
Serving Clients Nationwide
Scalable distribution to a new audience of investors.
Service Provider Categories
- Marketing
Overview
Echo Trade helps RIAs grow their business by reaching a new audience of underserved investors — without taking on new clients or additional overhead.You simply list your portfolio on the Echo Trade platform, and self-directed investors can follow and copy your trades in their own accounts. There’s no client servicing, no extra compliance, and no added responsibility — just a new, passive revenue stream.
Echo Trade markets the platform - and therefore your firm and portfolio(s) - directly to retail investors. A new way to scale your business, build brand awareness, and monetize younger investors — all without changing how you operate your firm. Investors build relationships with you through the platform and those who reach capital thresholds can be referred directly to you as new managed clients.
It’s a simple, modern way to grow.
Primary Location
Yarrow Dr & Palomar Airport Rd, Carlsbad, CA 92011, USA
Services Provided
- Other
- Thought Leadership
What to expect in the first meeting
Since this is a new model we know you have questions - like how can we help you grow without taking on new clients, and just how much effort does it take to partner with us (spoiler: not much). Let's jump on a call and we'll walk you through how Echo Trade works and we want to know more about your portfolios and investment approach to see if there's a fit.Special Offer
Financial Advisors: Join Wealthtender today to grow your business and unlock valuable discounts from our industry partners.
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