FIND YOUR PORTFOLIO

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Access the
Experts

In the past, getting advice from trading experts was like being outside a fancy club with a velvet rope, only the wealthy could get in. Not anymore. Now, with a small monthly fee, Echo Trade opens up the door for everyone. You can follow what top-notch money managers are doing and mirror their moves, all without burning a hole in your pocket.

Explore the Echo Marketplace

Echo Trade unlocks the expertise of prominent investment managers, traditionally reserved for those with over $1 Million in assets. Now, everyday investors like you can get a leg up. Choose a membership plan to access any portfolio from highly respected investment managers and trade like a boss—no matter your financial standing.

Echo Trade marketplace of portfolios available

What’s Different About Echo Trade?

Traditional trading platforms often demand your attention during market hours, tying you to a screen as you study market trends. On the other hand, Echo Trade adds convenience by sending you notifications, freeing you to enjoy your time and engage in other activities while staying updated on trading opportunities. Echo Trade is the only investment solution that offers:

Wealth Manager Expertise

No need to be a millionaire to invest like one. With our trusted investment firm partnerships, tap into top-tier portfolios even with modest investment.

Active Portfolio Management

Diverge from passive options like robo-advisors with Echo Trade’s active trading focus. With real-time alerts, mirror expert trades swiftly and remain engaged.

Investing With More Control

Maintain control over your portfolio while leveraging expert insights. Follow leading investment firms, fine-tune your portfolio, and execute trades seamlessly.

Surprisingly Simple

The Echo Trade platform, though sophisticated and powerful, is remarkably user-friendly and straightforward to use.

Explore the Marketplace

Easily filter portfolios by risk, cost, trader type, or investment amount. Delve into detailed info about each portfolio, the firm, and the strategy to make informed investment decisions.

Select Your Portfolio

When you discover a portfolio that aligns with your preferences, simply click the “Unlock Portfolio” button to view open positions and get real-time trade alerts for that portfolio.

Echo Portfolio Trades

Quickly copy trades from your chosen portfolio into your trading account, whether it’s a self-directed IRA, 401K, or a traditional account. Our broker integrations make echoing portfolios simple.

Democratizing Access
to Wealth Management

At Echo Trade, we’re leveling the playing field by making top-tier portfolios accessible to all. Explore our carefully curated portfolio marketplace with confidence, knowing registered investment firms are thoughtfully selected and vetted.

While we don’t promise instant riches, we do guarantee easy access to sophisticated trading strategies. With Echo Trade, you can build your portfolio over time, moving steadily toward your long-term financial goals.

FIND YOUR PORTFOLIO

What the Wealth Management Industry
Is Saying

“Auour has been recognized as an innovator in investing so we are excited to be partnering with Echo Trade as they break new ground in delivering institutional money management to the individual. As the individual investor is asked to take on more and more responsibility for the management of their assets, Echo Trade’s approach allows for the individual to leverage the skills of professionals in an economical platform. We believe that the combination of Auour with Echo Trade will bring a new level of disciplined investing to the next generation.”

Joe Hosler

Managing Principal, Auour Investments, LLC

“Customized portfolio management services offered to the ultra-high net worth clients require high account minimums that are unreachable for most investors. Echo Trading is making it possible for those interested to benefit from some of the best ideas from firms like Logan Capital with small initial investments that with discipline can grow to great sums. Investment professionals spend hundreds of hours a month to confirm conviction on where the best opportunities are found and now Echo Trade investors can leverage that work. The service is a first of its kind.”

Chris Travers

Managing Director, Logan Capital Management, Inc

“The concept of creating access to true professional wealth management without having to meet some threshold of net worth is an idea whose time is overdue.
We see great value in a platform where individuals can choose portfolios that match their needs and risk tolerance levels, and actually invest to build wealth over time, rather than trying to trade their way to wealth by following the latest trends.”

David Thompson

CIO Director, Highland Capital Management, LLC

“Darrell & King has looked for partners to bring our investment strategy to smaller account sizes for years. The opportunity to partner with Echo Trade jumped out as one with the best technology while maintaining the best customer service. We think Echo Trade will fill a gap created by Wall Street ignoring people who want to invest with experienced managers but have not amassed a huge amount of wealth – yet. We would love to see Echo Trade and Darrell & King together helping those people on the way to financial success.”

John Wells

Partner, Darrell & King, LLC

“Just because you’re a DIY investor doesn’t mean you shouldn’t have access to experienced investment minds. Echo Trade gives you a chance to see what advisors are doing in their portfolios and make the decisions on how to align.”

Daren Blonski

Partner, Sonoma Wealth Advisors