ETFLogic, founded in 2017 and headquartered in New York, offers LOGICLY, a web-based platform that integrates multi-asset research (ETFs, mutual funds, stocks) with AI-powered portfolio analysis, optimization, and trading analytics. Its Portfolio Coach product delivers institutional-caliber investment data and automated workflows to financial advisors, RIAs, broker-dealers, banks, and other financial institutions. LOGICLY enables users to screen and compare products, analyze risk, exposures, ESG factors, liquidity, income, and component-level returns, and maintain compliance audit trails. The platform provides daily monitoring, actionable alerts tailored to client IPS, tax-aware rebalancing, custodian integrations, and active trade recommendations, while allowing custom indices or model portfolios as benchmarks. ETFLogic also offers APIs, iFrames, widgets, and custom builds for financial institutions seeking self-directed ETF and mutual fund solutions. The company plans to deepen international distribution and further capitalize on its analytics and portfolio tools through expanded partnerships. Founded in 2017 by Emil Tarazi, ETFLogic provides ETF analytics and data solutions for ETF issuers, financial advisers and anyone selecting ETFs for a client or portfolio. Its online platform features interactive visualizations, unique data points and customized reports focused on trading costs, risk factors and underlying portfolio characteristics. The company intends to use recent funding to expand its team and to build out its product offering in Europe and the US. ETFLogic is headquartered in New York City and positions its product for both institutional issuers and advisers. The company does not disclose revenue or user metrics in the article.

Total raised

$4M

Funding rounds

2

Latest round

Seed

Latest activity

Jan 2019