About Equitas Capital Advisors
Equitas Capital Advisors is a company based in New Orleans (United States) founded in 2002. It operates as a B2B, and B2C. Equitas Capital Advisors offers products and services including KnowRisk® Reports, Consulting Services, and Equitas Evergreen Fund. Equitas Capital Advisors operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.
- Headquarter New Orleans, United States
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Sectors
Financial Services
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Phone
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Website
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Social
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- Legal Name Equitas Capital Advisors, Llc
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Annual Revenue
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Net Profit
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Products & Services of Equitas Capital Advisors
Equitas Capital Advisors offers a comprehensive portfolio of products and services, including KnowRisk® Reports, Consulting Services, and Equitas Evergreen Fund. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Offers risk analysis and market updates for investment decisions.
Provides personalized investment advice to clients and institutions.
Manages investment funds for long-term financial growth.
Funding Insights of Equitas Capital Advisors
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Equitas Capital Advisors
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Equitas Capital Advisors
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Equitas Capital Advisors Comparisons
Competitors of Equitas Capital Advisors
Equitas Capital Advisors operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Retirement, investment, and insurance products and services are provided.
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| domain | founded_year | HQ Location |
Asset management and investment advisory services are provided to clients.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Equitas Capital Advisors
When was Equitas Capital Advisors founded?
Equitas Capital Advisors was founded in 2002.
Where is Equitas Capital Advisors located?
Equitas Capital Advisors is headquartered in New Orleans, United States. It is registered at New Orleans, Louisiana, United States.
What does Equitas Capital Advisors do?
Equitas Capital Advisors, LLC is a financial advisory firm based in New Orleans, LA, USA. It helps clients leverage corporate resources for personalized investment strategies, serving high net worth families and institutional investors through consulting, research, and reports like KnowRisk. The firm focuses on market expertise and commitment to service, including fund management and updates on economic trends.
Who are the top competitors of Equitas Capital Advisors?
Equitas Capital Advisors's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Equitas Capital Advisors offer?
Equitas Capital Advisors offers KnowRisk® Reports, Consulting Services, and Equitas Evergreen Fund.