FundX

  • Investment Bank/Securities Brokerage
  • San Francisco CA
  • 24 employees
  • Investment Management
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Company Overview

Headquarters
101 Montgomery St Ste 2400, San Francisco CA
Website
fundx.com
Phone
(415) 986-7979
Employees
24
Founded in
1969
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 52 Companies
NAICS Code 52393 Companies
NAICS Code 523 Companies
NAICS Code 5239 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$6B

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Who is FundX

FundX, a division of One Capital Management, LLC, is a San Francisco-based investment management firm established in 1969. The company employs 24 individuals and generates an annual revenue of $6 million. FundX specializes in providing evidence-based, global investment strategies to a diverse clientele. These strategies encompass sustainable, equity, fixed income, and alternative portfolios. They serve a wide range of clients, including individuals, corporate retirement plans, and foundations. FundX differentiates itself by employing investment advisors who act as fiduciaries, prioritizing the best interests of their clients. With over 50 years of experience, the firm has a proven track record of helping clients achieve their financial goals. For more information or to connect with FundX, visit their website at fundx.com.

FundX Industry Tags

Investment Management
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Companies Similar to FundX

Analyze industry trends and opportunities by examining competitors and companies comparable to FundX, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

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6M 5 Rochester, NY 2013
6M 12 San Francisco, CA 2009
6M 5 New York, NY
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FAQ

What is the location of FundX's headquarters?
The headquarters of FundX are situated at 101 Montgomery St Ste 2400, San Francisco CA
What is FundX's phone number?
FundX's contact number is (415) 986-7979.
What is FundX's official website?
The official website of FundX can be found at fundx.com.
What is FundX's current revenue?
As of November 2022, FundX's annual revenue reached $6B.
How many employees does FundX currently have?
FundX employs approximately 24+ people as of November 2022
Which industries is FundX primarily operating in?
FundX operates in the following industries: Investment Management
What are FundX's industry tags?
FundX's industry tags include: Investment Management
When was FundX founded?
FundX was founded in 1969.

Employee Directory

Key Employees

Nurul Khan

Market Development Manager

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