About Equitas Capital Advisors
Equitas Capital Advisors is a Financial Services company based in New Orleans (United States) founded in 2002. It provides personalized investment services to high net worth families and institutional investors. It operates on a B2B and B2C model. Equitas Capital Advisors offers products and services including KnowRisk® Reports, Consulting Services, and Equitas Evergreen Fund. Its focus areas include Finance, Wealth Management, Advisory and High Net Worth. Its legal entity is Equitas Capital Advisors, LLC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
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.
- Headquarters New Orleans, United States
- SectorsFinancial Services
- Phone•••• ••••
- Website equitas-capital.com
- Social X Facebook
- Legal Name Equitas Capital Advisors, Llc
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.
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.
Competitors of Equitas Capital Advisors
Equitas Capital Advisors 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 Equitas Capital Advisors
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Top companies in Investment Banks
3 companies that operate in the same segment as Equitas Capital Advisors (Investment Banks) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Comprehensive financial services are provided to corporations and individuals. | 1799 | New York, New York, United States | USD 42.22 M | |||
Wealth management, investment advisory, and financial services are provided. | 1935 | New York, New York, United States | USD 7.55 M | USD 119.72 B | 80,000 |
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Frequently Asked Questions about Equitas Capital Advisors
Equitas Capital Advisors was founded in 2002.
Equitas Capital Advisors is headquartered in New Orleans, United States. It is registered at New Orleans, Louisiana, United States.
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.
Equitas Capital Advisors's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Equitas Capital Advisors offers KnowRisk® Reports, Consulting Services, and Equitas Evergreen Fund.
Equitas Capital Advisors operates through Equitas Capital Advisors, Llc.