About EQM Indexes
EQM Indexes is a Technology company based in San Diego (United States) founded in 2016 by Jane Edmondson and Dan Janowiak, and was acquired by VettaFi in September 2023. Proprietary indexes are developed for asset management strategies. Its chief executive, as recorded, is Jane Edmondson. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Performance Reporting. Its competitors include Frec, Tidal Financial Group and YieldX; 3 of its 3 listed competitors have raised funding.
Company details
EQM Indexes asset management firm, focusing on innovating financial technology, supporting investment technologies, wealth management it, performance reporting, and supporting impact investing. It serves clients with dedicated solutions, emphasizing quality, innovation, and sustainable growth in its core markets. It continues to evolve, meeting industry challenges with strategic approaches.
- Headquarters San Diego, United States
- Founders Jane Edmondson, Dan Janowiak
- Stage Acquired
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website eqmindexes.com
- Social LinkedIn X
- Acquired by VettaFi (Sep 2023)
Investors in EQM Indexes
EQM Indexes has secured backing from 1 investor. Prominent investors backing the company include VettaFi.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Provider of indexing services, data analytics, and digital marketing solutions for asset managers | 2022 | vettafi.com | New York, United States |
Investor details for EQM Indexes
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 EQM Indexes
2 people are tracked at EQM Indexes (2 in leadership).
| Name | Role | Group |
|---|---|---|
Jane Edmondson | Co-Founder & CEO | Leadership |
Dan Janowiak | Co-Founder | Leadership |
Complete people profiles for EQM Indexes
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 EQM Indexes
2 dated milestones of EQM Indexes across 7 years, from founding to its latest funding, stage changes and deals.
- Founded EQM Indexes is founded.
- Exit Acquired by VettaFi.
Competitors of EQM Indexes
EQM Indexes has 3 listed competitors in our database, 3 of them funded. They include Frec, Tidal Financial Group and YieldX.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| frec.com | 2021 | San Francisco, United States | $26.4M | 16 | Margin lending services are provided by Frec to financial clients. | |
| tidalfinancialgroup.com | 2012 | New York, United States | $32M | Tidal Financial Group is recognized for ETF platform services. | ||
| yieldx.app | 2020 | Miami, United States | $22.06M | Portfolio management solutions are offered for fixed income wealth managers. |
Detailed competitors of EQM Indexes
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as EQM Indexes (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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 Eqm Indexes
Complete news archive for EQM Indexes
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 EQM Indexes
EQM Indexes was founded in 2016.
EQM Indexes is headquartered in San Diego, United States. It is registered at San Diego, California, United States.
Jane Edmondson is the CEO of EQM Indexes, as recorded in our data. They have also founded this company.
EQM Indexes asset management firm, focusing on innovating financial technology, supporting investment technologies, wealth management it, performance reporting, and supporting impact investing. It serves clients with dedicated solutions, emphasizing quality, innovation, and sustainable growth in its core markets. It continues to evolve, meeting industry challenges with strategic approaches.
EQM Indexes's top competitors include Frec, Tidal Financial Group and YieldX.
EQM Indexes has 1 investor. Key investors include VettaFi.
Yes. EQM Indexes was acquired by VettaFi in September 2023.