About EPIQ
EPIQ is a Financial Services company based in San Francisco (United States) founded in 2018 by Chad Boeding, and was acquired by IEQ Capital in August 2024. Diversified asset management services are offered by EPIQ. The company has 58 employees. Its chief executive, as recorded, is Chad Boeding. Its focus areas include Asset Management, Diversified, Investment Industry and Single Family Offices. Its legal entity is IEQ Capital, LLC.
Company details
EPIQ was founded in 2018 as a diversified asset management firm based in San Francisco, United States. Operations focus on managing various asset classes for clients, with services encompassing investment strategies and portfolio oversight. Leadership includes a team of directors, managing directors, and partners experienced in finance. The firm operates within the financial services sector, targeting institutional and individual investors across the U.S.
- Headquarters San Francisco, United States
- Employees 58
- Founders Chad Boeding
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Website epiqcg.com
- Social LinkedIn
- Acquired by IEQ Capital (Aug 2024)
- Legal Name Ieq Capital, Llc
- Investors
- Employee Count58
- Acquired byIEQ Capital
(Aug 2024)
Investors in EPIQ
EPIQ has secured backing from 1 investor. Prominent investors backing the company include IEQ Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Tax strategy, financial planning, and related services are provided. | 2019 | ieqcapital.com | Foster City, United States |
Investor details for EPIQ
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of EPIQ
21 people are tracked at EPIQ (18 in leadership, 3 in team); the tracked headcount is 58.
| Name | Role | Group |
|---|---|---|
Chad Boeding | Founder & CEO | Leadership |
Matt Hlavacek | Director | Leadership |
Sean Rumrill | Managing Director | Leadership |
Rick Withers | Managing Director | Leadership |
Jennifer Mitchell Rickards | Director | Leadership |
Vikas Doddapaneni | Director | Leadership |
McKenzie Paquette | Director | Leadership |
Mirari Jacobson | Director | Leadership |
Christopher Jackson | Partner | Leadership |
Jed Clark | CCO | Leadership |
Jack Burns | Director | Leadership |
Justin W. Renaudin, CFA | Senior Director | Leadership |
Mark Poelma, CFA | Vice President | Leadership |
Meredith Albright | Vice President | Leadership |
Derek W. Jensen | VP of Finance | Leadership |
Jen O'Neal | Vice President | Leadership |
Peter Zanino | Senior Director | Leadership |
Matt Hlavacek, CFA | Director | Leadership |
Cyrrus Fassihi | Financial Analyst | Team |
Chase Phelps | Senior Associate | Team |
1 more people are available in the full profile.
Complete people profiles for EPIQ
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of EPIQ
2 dated milestones of EPIQ across 6 years, from founding to its latest funding, stage changes and deals.
- Founded EPIQ is founded.
- Exit Acquired by IEQ Capital.
Web traffic of EPIQ
The website of EPIQ (epiqcg.com) receives about 1.6K visits a month.
- Monthly visits1.6K
▼ 5.1% vs previous month
Top companies in Single Family Offices
3 companies that operate in the same segment as EPIQ (Single Family Offices) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Family office of Alison Davis and Matthew C. Le Merle | 2005 | San Francisco, California, United States | ||||
Develops & builds residential & commercial buildings backed by the Durse Family | 1915 | New York, New York, United States | ||||
Family office firm | 2013 | Rye, New York, United States |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Epiq
Complete news archive for EPIQ
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about EPIQ
EPIQ was founded in 2018.
EPIQ is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
Chad Boeding is the CEO of EPIQ, as recorded in our data. They have also founded this company.
EPIQ has 58 employees.
EPIQ was founded in 2018 as a diversified asset management firm based in San Francisco, United States. Operations focus on managing various asset classes for clients, with services encompassing investment strategies and portfolio oversight. Leadership includes a team of directors, managing directors, and partners experienced in finance. The firm operates within the financial services sector, targeting institutional and individual investors across the U.S.
EPIQ has 1 investor. Key investors include IEQ Capital.
EPIQ operates through Ieq Capital, Llc.
Yes. EPIQ was acquired by IEQ Capital in August 2024.