First Trust Direct Indexing

First Trust Direct Indexing

Innovative portfolio strategies with tech-driven customization and tax efficiencies for responsible investing.

HQ location
Boston, United States
Website
ftdirectindexing.com
Launch date
Employees
2-10 people
Recent deals
https://x.com/ftdirectindexhttps://www.facebook.com/firsttrustportfolios
  • Financial advisory
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DateInvestorsAmountRound
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Acquisition
Total Funding000k
First Trust Portfolios
First Trust Portfolios
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For Institutions. For Advisors. Veriti’s Direct Indexing technology offers the investor substantial tax benefits and the ability to personalize the account to align with their values.

We provide one key service: low-cost direct indexing of public equities. This single tool is powerful, versatile, personalized and built to do good.

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