EquBot

San Francisco, United States Founded: 2016 • Age: 10 yrs
An AI-based platform for ETF investment research is offered.

About EquBot

EquBot is a Financial Services company based in San Francisco (United States) founded in 2016. An AI-based platform for ETF investment research is offered. It operates in the Financial Services and Technology sectors. EquBot offers products and services including Portfolios as a Service (PaaS), Indexes, Signals, and ESG Strategy. Its focus areas include FinTech, Investment Tech, Online Trading Platforms and Research Platforms. Its legal entity is EquBot LLC. Its competitors include StockTwits, Tactyc and Alpha Vertex; 2 of its 3 listed competitors have raised funding.

Company details

EquBot was founded in 2016 in San Francisco, United States, within the financial technology sector. An AI-driven research platform is operated to support ETF investments through technical and fundamental analysis. Insights are delivered to both small and large investors. Additional solutions encompass financial data analysis, regulatory report examination, trading indicators, sentiment evaluation, credibility assessments, and risk evaluations.

  • Headquarters San Francisco, United States
  • Sectors
    Financial Services
    Technology
  • Email
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  • Phone
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  • Website equbot.com
  • Social LinkedIn X Facebook
  • Legal Name Equbot Llc
Key Metrics

Products & Services of EquBot

EquBot offers a comprehensive portfolio of products and services, including Portfolios as a Service (PaaS), Indexes, Signals, and ESG Strategy.

Portfolios as a Service (PaaS)
SaaS Platform

AI tool for managing investment portfolios efficiently.

Indexes
Financial Tools

AI-driven system for generating investment indexes.

Signals
Data Analytics

AI-based signals for market and investment insights.

ESG Strategy
Sustainability Tools

AI platform for environmental, social, and governance strategies.

Funding Insights of EquBot

  • Total Rounds 1
  • Investors Count 1

All 1 funding rounds of EquBot with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.

DateAmountTransaction NameValuationLead InvestorsInvestors
Mar 2018Seed–Plug and Play Tech Center
–
Valuation history

1 investors in total: 1 institutional.

Investors in EquBot

EquBot has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Plug and Play Tech Center.

All
Venture Fund
InvestorDescriptionFounded YearDomainLocation
Startups are accelerated and invested in across multiple tech sectors.
2006plugandplaytechcenter.comSunnyvale, United States
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Investor details for EquBot

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 EquBot

12 people are tracked at EquBot (5 in leadership, 5 in board & advisors, 2 in team).

NameRoleGroup
Subhra Tripathy
Managing DirectorLeadership
Chida Khatua
CEO & Co-founderLeadership
Chris Natividad
CIO & Co-founderLeadership
Art Amador
COO & Co-founderLeadership
Ekatmika Khatua
Managing Director And India HeadLeadership
Sam Olesky
Board MemberBoard & advisors
Emanuel Zareh
Board MemberBoard & advisors
Nilesh Lakhani
AdvisorBoard & advisors
Moe Khosravy
AdvisorBoard & advisors
Matt Hougan
Board MemberBoard & advisors
Sri Balaji Sridharan
Technical Project ManagerTeam
Goutham D
Principal Software EngineerTeam
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Complete people profiles for EquBot

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 EquBot

2 dated milestones of EquBot across 2 years, from founding to its latest funding, stage changes and deals.

  1. Founded EquBot is founded.
  2. Funding First funding round.

Competitors of EquBot

EquBot has 3 listed competitors in our database, 2 of them funded. They include StockTwits, Tactyc and Alpha Vertex.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
stocktwits.com2008New York, United States$43.38M38
Communication platform for the trading and investment community
tactyc.io2020Los Angeles, United States$1.5M
Sentiment analysis for stocks is used to generate trading signals.
alphavertex.ai2016New York, United States
Artificial intelligence solutions for business process automation are developed.
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Detailed competitors of EquBot

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.

Web traffic of EquBot

The website of EquBot (equbot.com) receives about 1K visits a month.

  • Monthly visits
    1K

    ▼ 76.5% vs previous month

Top companies in Banking & FinTech Platforms

3 companies that operate in the same segment as EquBot (Banking & FinTech Platforms) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Online business banking and financial workflow tools are provided.
2010San Francisco, California, United StatesUSD 546 MUSD 2.71 M1,807
Digital banking services are offered to individuals via mobile apps.
2012San Francisco, California, United StatesUSD 3.15 BUSD 1.96 B2,516
Digital sustainable banking services are offered to consumers.
2013Los Angeles, California, United StatesUSD 865 M237
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Related news about Equbot

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Complete news archive for EquBot

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 EquBot

EquBot was founded in 2016 and raised its 1st funding round 2 years after it was founded.

EquBot is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.

EquBot was founded in 2016 in San Francisco, United States, within the financial technology sector. An AI-driven research platform is operated to support ETF investments through technical and fundamental analysis. Insights are delivered to both small and large investors. Additional solutions encompass financial data analysis, regulatory report examination, trading indicators, sentiment evaluation, credibility assessments, and risk evaluations.

EquBot's top competitors include StockTwits, Tactyc and Alpha Vertex.

EquBot offers Portfolios as a Service (PaaS), Indexes, Signals, and ESG Strategy.

EquBot has 1 investor. Key investors include Plug and Play Tech Center.

EquBot operates through Equbot Llc.

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