Equity Data Science

New York, United States Founded: 2017 • Age: 9 yrs
Portfolio management and data analytics are provided for fundamental investors.

About Equity Data Science

Equity Data Science is a Technology company based in New York (United States) founded in 2017 by Greg McCall and Sandeep Varma. Portfolio management and data analytics are provided for fundamental investors. Equity Data Science has raised $5.04 million across 1 funding round from investors including Northern Trust. The company has 37 employees. Its chief executive, as recorded, is Sandeep Varma. Its Indian entity Equity Data Science India Private Limited reported revenue of β‚Ή12.08 Cr. Equity Data Science offers products and services including Nexus, Idea Generation, Research Management System, Portfolio Construction, and Risk Management. Its focus areas include FinTech, Investment Tech, Online Trading Platforms and Research Platforms. Its competitors include Pico, BlueMatrix and Two Sigma Investments; 1 of its 3 listed competitors has raised funding.

Company details

Equity Data Science was founded in 2017 in New York, United States, within the financial technology sector. Portfolio management and data analytics solutions are delivered to fundamental investors. Internal, alternative, and fundamental data are integrated to support investment strategy definition and quantification. Operations encompass quantitative research platforms, investment analytics, backtesting capabilities, risk management tools, predictive analytics, valuation assessments, and scenario modeling, all managed from the U.S. base.

  • Headquarters New York, United States
  • Employees 37
  • Founders Greg McCall, Sandeep Varma
  • Sectors
    Technology
  • Email
    β€’β€’β€’β€’β€’β€’β€’β€’
  • Phone
    β€’β€’β€’β€’ β€’β€’β€’β€’
  • Website equitydatascience.com
  • Social LinkedIn X
  • Legal Name Equity Data Science India Private Limited
  • Date of Incorporation 27 May, 2019
  • Jurisdiction Mumbai, Maharashtra, India
Key Metrics
  • Indian entity revenue
    ₹12.08 Cr

    FY 2025 · +26% YoY

  • Indian entity net profit
    ₹1.28 Cr

    FY 2025 · 11% margin

  • Indian entity EBITDA
    ₹1.71 Cr

    FY 2025 · 14% margin

  • Total Equity Funding
    $5.04M (USD)

    in 1 rounds

  • Latest Funding Round
    $5.04M (USD), Series A

    Feb 2021

  • Investors
  • Employee Count
    37

Products & Services of Equity Data Science

Equity Data Science offers a comprehensive portfolio of products and services, including Nexus, Idea Generation, Research Management System, Portfolio Construction, and Risk Management.

Nexus
Investment Platform

Centralizes research and intelligence for investment decisions

Idea Generation
Research Tool

Generates and manages investment ideas efficiently

Research Management System
Data Management

Streamlines research workflows for asset managers

Portfolio Construction
Analysis Tool

Supports building and optimizing investment portfolios

Risk Management
Risk Tool

Evaluates and mitigates investment risks effectively

Funding Insights of Equity Data Science

Equity Data Science has successfully raised a total of $5.04M through 1 strategic funding round. The most recent funding activity was a Series A round of $5.04 million completed in February 2021. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding $5.04M
  • Total Rounds 1
  • Last Round Series A β€” $5.04M
  • First Round $5.04M

    (Feb 2021)

  • Investors Count 1

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

DateAmountTransaction NameValuationLead InvestorsInvestors
Feb 2021$5.04MSeries A–Northern Trust
–
Valuation history

1 investors in total: 1 institutional.

Investors in Equity Data Science

Equity Data Science has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Northern Trust.

All
Institutional
InvestorDescriptionFounded YearDomainLocation
Financial and wealth management services are provided worldwide.
1889northerntrust.comChicago, United States
Premium access

Investor details for Equity Data Science

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.

Board of directors of Equity Data Science India Private Limited (Equity Data Science)

Equity Data Science India Private Limited is the primary company behind Equity Data Science. The board of Equity Data Science India Private Limited currently have 2 directors; the longest-serving is Harishkumar Varma, appointed in 2019.

DirectorDesignationAppointedTenureEntity
Harishkumar Varma
DIN 08464227
Director27 May 20197 yrs 5 moEquity Data Science India Private Limited
Sandeep Varma
DIN 08464228
Director27 May 20197 yrs 5 moEquity Data Science India Private Limited

People of Equity Data Science

27 people are tracked at Equity Data Science (10 in leadership, 6 in board & advisors, 11 in team); the tracked headcount is 37.

NameRoleGroup
Greg McCall
Co-Founder & PresidentLeadership
Co-Founder & CEOLeadership
Erin Greenfield
Head of Customer SuccessLeadership
Charudatt Mulye
Head of EDS IndiaLeadership
Naofumi Ezaki
Chief ArchitectLeadership
Theresa Elamparo
Head of MarketingLeadership
Jen Vermeulen
Head of SalesLeadership
Ben Lieblich
Chief Data ScientistLeadership
Shehzarin Lahewala
Head of Human Resources & OperationsLeadership
Hrushikesh Liya
Head Of Data EngineeringLeadership
Lucas Warford
AdvisorBoard & advisors
Jonathan Neitzell
Senior AdvisorBoard & advisors
Ed Keller
DirectorBoard & advisors
Sean Lee
AdvisorBoard & advisors
Steve Galbraith
DirectorBoard & advisors
Les Strauss
AdvisorBoard & advisors
Veenay Verma
Quant AssociateTeam
Rishabh Singhal
Product ManagerTeam
Laxmi Acharya
Lead Data EngineerTeam
Devansh Kedia
Quant AssociateTeam

7 more people are available in the full profile.

Premium access

Complete people profiles for Equity Data Science

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.

Financials of Equity Data Science

Figures of Equity Data Science India Private Limited, the primary company behind Equity Data Science, for FY 2025. Revenue was ₹12.08 Cr (+26% year on year). Net profit was ₹1.28 Cr (11% margin). EBITDA was ₹1.71 Cr (14% margin). Revenue has grown at a compounded annual rate of +42% over three years and +127% over five years.

  • ₹12.08 CrRevenue · FY 2025 · +26% YoY
  • ₹1.28 CrNet profit · 11% margin
  • ₹1.71 CrEBITDA · 14% margin
  • ₹1 LakhPaid-up capital
  • 37Employees (provident fund records)
  • +42%Revenue CAGR, 3 years
  • +127%Revenue CAGR, 5 years

Balance sheet, profit and loss, cash flow and ratios of Equity Data Science India Private Limited are on its company page.

Premium access

Detailed financial statements for Equity Data Science

Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.

  • Statement rows
  • Financial ratios
  • Five-year trends
  • Downloads

Verified entity values are shown only after access is granted.

Timeline of Equity Data Science

2 dated milestones of Equity Data Science across 4 years, from founding to its latest funding, stage changes and deals.

  1. Founded Equity Data Science is founded.
  2. Funding First funding round of $5.0M.

Competitors of Equity Data Science

Equity Data Science has 3 listed competitors in our database, 1 of them funded. They include Pico, BlueMatrix and Two Sigma Investments.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
pico.net2009New York, United States$341.58M
Financial market data is tracked and analyzed via specialized tools.
bluematrix.com1999New York, United States70
Online investment research is delivered to wealth managers and firms.
twosigma.com2001New York, United States1,600
Offers AI-based, data-driven insights for investment management and decision-making.
Premium access

Detailed competitors of Equity Data Science

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 Equity Data Science

The website of Equity Data Science (equitydatascience.com) receives about 9.8K visits a month.

  • Monthly visits
    9.8K

    ▲ 4.2% vs previous month

Similar websites

Websites whose visitors overlap most with Equity Data Science. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
blueskycapitalmanagement.com
100%
#6,591,772View details
grahamcapital.com
grahamcapital.com
90%
#1,270,650–

Top companies in Investment & Financial Technology

3 companies that operate in the same segment as Equity Data Science (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Commission-free trading and investment services are provided by Robinhood.
2013Menlo Park, California, United StatesUSD 5.58 BUSD 2.98 B4,841
Financial data and investment advisory tools are offered online.
1984Chicago, Illinois, United StatesUSD 91 MUSD 351.25 K6
App-based platform for spare change investment
2012Irvine, California, United StatesUSD 587.84 M602
Upgrade to premium

Unlock complete access to The Company Check

Get unrestricted viewing across everything we track β€” from companies and brands to investors, funding rounds, acquisitions, financials, and more.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • βœ“
    Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
  • βœ“
    Full access to every database India & global coverage, advanced filters and rich profile details
  • βœ“
    Always-on access from your team account Single premium plan for everything you see on the portal

Related news about Equity Data Science

Premium access

Complete news archive for Equity Data Science

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 Equity Data Science

Equity Data Science was founded in 2017 and raised its 1st funding round 4 years after it was founded.

Equity Data Science is headquartered in New York, United States. It is registered at New York, New York, United States.

Sandeep Varma is the CEO of Equity Data Science, as recorded in our data. They have also founded this company.

Equity Data Science is a funded company, having raised a total of $5.04M across 1 funding round to date. The company's 1st funding round was a Series A of $5.04M, raised on Feb 2021.

Equity Data Science has 37 employees.

The primary company behind Equity Data Science, Equity Data Science India Private Limited, reported revenue of β‚Ή12.08 Cr for FY 2025, up 26% year on year.

Equity Data Science was founded in 2017 in New York, United States, within the financial technology sector. Portfolio management and data analytics solutions are delivered to fundamental investors. Internal, alternative, and fundamental data are integrated to support investment strategy definition and quantification. Operations encompass quantitative research platforms, investment analytics, backtesting capabilities, risk management tools, predictive analytics, valuation assessments, and scenario modeling, all managed from the U.S. base.

Equity Data Science's top competitors include Pico, BlueMatrix and Two Sigma Investments.

Equity Data Science offers Nexus, Idea Generation, Research Management System, Portfolio Construction, and Risk Management.

Equity Data Science has 1 investor. Key investors include Northern Trust.

Equity Data Science operates through Equity Data Science India Private Limited.

The legal entities of Equity Data Science currently have 2 directors, including Harishkumar Varma, Sandeep Varma.

Explore millions of companies β€” effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals β€” all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available