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Parametric Portfolio Associates

parametricportfolio.com
Parametric Portfolio Associates is a custom portfolio solutions firm that partners with wealth managers, financial advisors, institutions, and consultants to build tailored portfolios across commodities, fixed income, equity, and alternative strategies, using direct indexing, overlay, and tax management to deliver precise market exposures.
SCHSSKJDKLAMGJMF
1987201-1000 emp
Seattle, Washington
$250 Million to 500 Million revenue
Financial Services
NAICS 52
1206•••••00
TECH STACK
IIS
Parametric campaignconsultative3000 target
Companies like Parametric — Financial Services, 201-1000
“Build portfolios focused on what matters to you and your clients with custom solutions that combine direct indexing, overlay, and tax management across more than 30 years of expertise.”
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Companies 45
Decision-makers 36
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Companies like Parametric Portfolio Associates — competitors and alternatives

CompanyWhat they doLocationSizeHiring
Parametric Portfolio Associatesparametricportfolio.com
Parametric Portfolio Associates is a custom portfolio solutions firm that partners with wealth managers, financial advisors, instiSeattle, Washington201-1000
BlackRockblackrock.com
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BlackRock is a global investment management firm and technology provider that manages investments on behalf of clients including bNew York, New York5000+
Vanguardvanguard.com
ARNVMC
Vanguard is a mutual fund, ETF, and retirement plan provider that has served investors for 50 years, combining time-tested investmValley Forge, Pennsylvania5000+
State Streetstatestreet.com
DMRHWD
State Street is a global financial services firm offering Investment Servicing, Investment Management, Markets, and Data Intellige
Charles Schwabschwab.com
Charles Schwab is a financial services company offering brokerage and trading, banking, and retirement accounts, with Schwab TradiSan Francisco, California5000+
Fidelityfidelity.com
CKSBAP
Trowepricetroweprice.com
CKAEBP
T. Rowe Price is a global asset management organization headquartered in Baltimore, Maryland, that actively manages equity, fixed Baltimore, Maryland5000+
Jpmorganjpmorgan.com
JGLPAB
J.P. Morgan is a global financial services firm operating in more than 100 countries, offering commercial banking, global corporatSan Francisco, California1-10
LRMKGA
ING is a global bank headquartered in the Netherlands, listed on Euronext Amsterdam and the NYSE, that provides banking services t
JRMWJC
Nuveen is a global investment leader managing public and private assets for clients around the world on behalf of TIAA, one of theNew York, New York1001-5000
AllianceBernsteinalliancebernstein.com
PWBVSH
AllianceBernstein (AB) is a global investment management firm offering diversified investment services across equities, fixed-incoNashville, Tennessee5000+
JSBBJM
Amundi is the largest European asset manager, managing €2,398bn in assets for over 200 million retail clients through around 600 s
AQR Capital Managementaqr.com
LLLMCL
AQR Capital Management is a global quantitative investment management firm headquartered in Greenwich, Connecticut, that manages aGreenwich, Connecticut201-1000
ATJCPC
PIMCO is a global active fixed income investment management firm that invests clients' capital across public and private fixed incNewport Beach, California1001-5000
BBVA is a Spanish multinational banking group operating as a digital bank of the 21st century, with business areas spanning retail
Goldman Sachsgoldmansachs.com
Goldman Sachs is a 157-year-old global financial institution operating at the center of capital markets, delivering execution acroNew York, New York5000+
Charlesworth Presscharlesworth.com
TJ Books is a UK book printing and publishing services company based in Padstow, Cornwall, with over 50 years of experience and 14Wakefield, West Yorkshire201-1000
E*TRADE from Morgan Stanley is a pioneer online brokerage and digital investing platform that has executed the first-ever electronEnglewood, Colorado5000+
HSBC Holdings plc is a global banking group operating under the HSBC brand, offering online banking, corporate banking, and invest
Bank of Americabankofamerica.com
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses, anCharlotte, North Carolina5000+
Barclaysbarclays.com
Barclays is a diversified banking group with a 330+ year history, operating through Barclays Group, Barclays Investment Bank, and New York, New York5000+
Citigroupcitigroup.com
Citi is a global investment bank and financial services firm headquartered in the United States, operating across more than 180 co
Morgan Stanleymorganstanley.com
Morgan Stanley is a global financial services firm with a 90-year history, operating in 42 countries to provide investment bankingNew York, New York5000+
MFS is a full-service global investment manager and active fund company that has operated since 1924, launching the US' first openBoston, Massachusetts1001-5000
Franklin Templetonfranklintempleton.com
Franklin Templeton is a global investment management firm offering mutual funds, ETFs, and private market solutions across public San Mateo, California1001-5000
Credit Suissecredit-suisse.com
Merrill Edgemerrilledge.com
Merrill Edge is an online brokerage platform offering self-directed investment accounts, stock trading, and online investing serviArizona1001-5000
JPMorganChasejpmorganchase.com
JPMorganChase is a global financial institution with roots tracing to 1799, serving millions of customers and prominent corporate,New York, New York5000+
State Farmstatefarm.com
State Farm is a mutual insurance company that has sold auto, home, renters, and life insurance to more than 96 million accounts anIssaquah, Washington1-10
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Parametric Portfolio Associates is a custom portfolio solutions firm that partners with wealth managers, financial advisors, institutions, and consultants to build tailored portfol
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Frequently asked questions about Parametric Portfolio Associates

What does Parametric Portfolio Associates do?

Parametric Portfolio Associates is a custom portfolio solutions firm that partners with wealth managers, financial advisors, institutions, and consultants to build tailored portfolios across commodities, fixed income, equity, and alternative strategies, using direct indexing, overlay, and tax management to deliver precise market exposures.

Who are Parametric Portfolio Associates's competitors?

Companies like Parametric Portfolio Associates include BlackRock, Vanguard, State Street, Charles Schwab, Fidelity. See the full list of 24 competitors and alternatives above.

How many employees does Parametric Portfolio Associates have?

Parametric Portfolio Associates has approximately 201-1000 employees and is in the Financial Services industry.

Where is Parametric Portfolio Associates headquartered?

Parametric Portfolio Associates is headquartered in Seattle, Washington.

What industry is Parametric Portfolio Associates in?

Parametric Portfolio Associates operates in the Financial Services industry.

Who are the decision-makers at Parametric Portfolio Associates?

Key decision-makers and buying contacts at Parametric Portfolio Associates are listed above, including leaders across executive, finance, sales and operations.