About EQUIAM
EQUIAM is a Financial Services company based in San Francisco (United States) founded in 2018. Diversified investment portfolios are managed by EQUIAM firm. The company has 9 employees. EQUIAM offers products and services including Investor Portal and Proprietary Model. Its focus areas include Asset Management and Diversified. Its legal entity is EQUIAM LLC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
EQUIAM was established in 2018 as a diversified investment management firm based in San Francisco, United States. Operations focus on managing varied investment portfolios across multiple asset classes. Services include asset allocation, risk assessment, and portfolio optimization for institutional and individual clients. The firm is led by partners such as Joseph Day, with activities centered on the U.S. financial markets.
- Headquarters San Francisco, United States
- Employees 9
- SectorsFinancial Services
- Email••••••••
- Website equiam.com
- Social LinkedIn X Facebook
- Legal Name Equiam Llc
- Employee Count9
Products & Services of EQUIAM
EQUIAM offers a comprehensive portfolio of products and services, including Investor Portal and Proprietary Model.
Platform for accessing funds and managing portfolios
Tool for assessing venture-backed companies using data signals
People of EQUIAM
17 people are tracked at EQUIAM (7 in leadership, 9 in board & advisors, 1 in team); the tracked headcount is 9.
| Name | Role | Group |
|---|---|---|
Joseph Day | Partner | Leadership |
John Zic | Founding Partner, Investment Team | Leadership |
Kirk Oliver | Director, Capital Placement & Distribution | Leadership |
Arin Nazarian | Partner, Investment Team | Leadership |
Ziad Makkawi | Founder & CEO | Leadership |
Yusef Alexandrine | Chief Legal & Compliance Officer | Leadership |
Eric Borrow | Director, Operations | Leadership |
Perry Ha | Advisor | Board & advisors |
Najam Kidwai | Executive Committee Member | Board & advisors |
Mike Ryan | Advisor | Board & advisors |
Jacob Miller | Advisor | Board & advisors |
Vijay Advani | Advisor | Board & advisors |
Justin Moore | Advisor | Board & advisors |
Thomas Buberl | Advisor | Board & advisors |
Philippe Legault | Advisor | Board & advisors |
Kelly Rodriques | Executive Committee Member | Board & advisors |
Laxus Tat | Principal, Investment Team | Team |
Complete people profiles for EQUIAM
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Competitors of EQUIAM
EQUIAM has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of EQUIAM
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Web traffic of EQUIAM
The website of EQUIAM (equiam.com) receives about 1.4K visits a month.
- Monthly visits1.4K
▲ 55.1% vs previous month
Top companies in Asset Management
3 companies that operate in the same segment as EQUIAM (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Equiam
Complete news archive for EQUIAM
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Frequently Asked Questions about EQUIAM
EQUIAM was founded in 2018.
EQUIAM is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
EQUIAM has 9 employees.
EQUIAM was established in 2018 as a diversified investment management firm based in San Francisco, United States. Operations focus on managing varied investment portfolios across multiple asset classes. Services include asset allocation, risk assessment, and portfolio optimization for institutional and individual clients. The firm is led by partners such as Joseph Day, with activities centered on the U.S. financial markets.
EQUIAM's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
EQUIAM offers Investor Portal and Proprietary Model.
EQUIAM operates through Equiam Llc.