unitZXchange
Financial Software · Virginia, United States · 1-10 Employees
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Overview
Headquarters
807 N Howard St Apt 415, Alexandria, Vir...Phone Number
(703) 869-2551Website
www.unitzxchange.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About unitZXchange
unitZXchange, llc specializes in the unitization and trading of unique assets for retirement plans, including 401(k) and 403(b) plans. Their internet-based services provide customized investment options such as managed portfolios and fund of funds, designed to enhance investment flexibility and control costs. With over 15 years of experience, they have unitized assets exceeding $1.2 billion, catering to portfolio managers, trustees, plan sponsors, and investment advisors. The company aims to offer low-cost alternatives to mutual funds while ensuring efficient data management and reporting.Explore more
unitZXchange Org Chart
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unitZXchange, llc specializes in the unitization and trading of unique assets for retirement plans, including 401(k) and 403(b) plans. Their internet-based services provide customized investment options such as managed portfolios and fund of funds, designed to enhance investment flexibility and control costs. With over 15 years of experience, they... Read More
