About Equity Methods
Equity Methods is a Financial Services company based in Scottsdale (United States) founded in 1998, and was acquired by Montage Partners in April 2012. It operates as a reporting, valuation, and HR advisory services are provided. Its website equitymethods.com draws about 10 thousand monthly visits. Equity Methods offers products and services including Financial Reporting and Valuation. Its focus areas include Service Providers to Banks and Banking Correspondents. Its legal entity is Equity Methods, LLC.
Company details
Equity Methods was founded in 1998 and is headquartered in Scottsdale, United States. Operations focus on the financial advisory sector, where specialized services in equity compensation reporting, valuation analysis, and HR consulting are delivered. These offerings support compliance, financial modeling, and strategic HR planning for clients across various industries. The company maintains a domain at equitymethods.com for its professional resources and client interactions.
- Headquarters Scottsdale, United States
- Stage Acquired
- SectorsFinancial Services
- Website equitymethods.com
- Social LinkedIn
- Acquired by Montage Partners (Apr 2012)
- Legal Name Equity Methods, Llc
- InvestorsHGGC
& 1 more
- Acquired byMontage Partners
(Apr 2012)
Products & Services of Equity Methods
Equity Methods offers a comprehensive portfolio of products and services, including Financial Reporting and Valuation.
Financial reporting services for stock-based compensation are provided to companies, encompassing equity management and tax reporting.
Fair value measurement for equity-based awards and securities is offered, including modeling for complex instruments.
Funding Insights of Equity Methods
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of Equity Methods with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Apr 2025 | – | Private Equity Round | – | – |
2 investors in total: 2 institutional.
Investors in Equity Methods
Equity Methods has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include HGGC and Montage Partners.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity firm focused on middle market investments. | – | hggc.com | - | |
Montage Partners is engaged in people-first private equity investments. | 2004 | montagepartners.com | Scottsdale, United States |
Investor details for Equity Methods
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 Equity Methods
58 people are tracked at Equity Methods (8 in leadership, 50 in team).
| Name | Role | Group |
|---|---|---|
Dattatraya Kale | Interim Chief Financial Officer | Leadership |
Daniel Hunninghake | Managing Director | Leadership |
Therese Sebastian | Director, Valuation And HR Advisory Services | Leadership |
Takis Makridis | President & CEO | Leadership |
Matt Gabrielson | Associate Director, Financial Reporting | Leadership |
James Lecher | Associate Director - Valuation Services At Equity Methods | Leadership |
Boxian Kolb | Director, Financial Reporting | Leadership |
Raenelle James | Director | Leadership |
Disha Vyas | Consultant | Team |
Amith Basavaraju | Financial Reporting Associate | Team |
Jeffrey Gaydos | Financial Reporting Consultant | Team |
Qianyi Li | Financial Reporting Associate | Team |
Yu Yao | Financial Reporting Associate | Team |
Bryce Bergman | Manager, Financial Reporting Services | Team |
Haoyu Wang | Financial Reporting Associate | Team |
Xintong Z. (fiona) | Financial Reporting Associate | Team |
Ashley Zehrung | Valuation Associate | Team |
Prarthana Patel | Consultant | Team |
Yang Wang | Manager, Business Administration | Team |
Heyi Wu | Financial Reporting Senior Consultant | Team |
38 more people are available in the full profile.
Complete people profiles for Equity Methods
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 Equity Methods
3 dated milestones of Equity Methods across 27 years, from founding to its latest funding, stage changes and deals.
- Founded Equity Methods is founded.
- Exit Acquired by Montage Partners.
- Funding First funding round.
Web traffic of Equity Methods
The website of Equity Methods (equitymethods.com) receives about 10.3K visits a month.
- Monthly visits10.3K
▲ 3.5% vs previous month
Websites whose visitors overlap most with Equity Methods. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| meridiancp.com | 100% | 10K | #2,348,776 | View details | |
| qapita.com | 90% | 75.4K | #540,963 | View details | |
| cakeequity.com | 49% | 79K | #405,141 | View details | |
| eqvista.com | 49% | 145.3K | #281,744 | View details |
Top companies in Banking & FinTech Platforms
10 companies that operate in the same segment as Equity Methods (Banking & FinTech Platforms), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Online business banking and financial workflow tools are provided. | 2010 | San Francisco, California, United States | USD 546 M | USD 2.71 M | 1,807 | |
Tide is recognized as a digital banking platform for businesses. | 2015 | London, England, United Kingdom | USD 180.56 M | – | 3,462 | |
Digital banking services are offered to individuals via mobile apps. | 2012 | San Francisco, California, United States | USD 3.15 B | USD 1.96 B | 2,516 | |
Banking solutions are provided for retail customers and businesses. | 2015 | London, England, United Kingdom | USD 1.73 B | USD 5.95 B | 20,299 | |
Internet first bank for individuals and businesses | 2015 | London, England, United Kingdom | USD 2.37 B | USD 2.31 M | 3,786 | |
Digital sustainable banking services are offered to consumers. | 2013 | Los Angeles, California, United States | USD 865 M | – | 237 | |
Digital banking services are offered to consumers and businesses. | 2014 | London, England, United Kingdom | USD 1.01 B | USD 813.42 M | 2,835 | |
Payment and banking solutions are provided to users and banks. | 2015 | San Ramon, California, United States | USD 390 M | USD 532.2 K | 2,149 | |
SaaS-driven credit card and spend management solutions platform for businesses | 2017 | Draper, Utah, United States | USD 1.2 B | – | 5,356 | |
Digital banking services are provided for individuals and businesses. | 2014 | Blyth, England, United Kingdom | USD 852.48 M | – | 556 |
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Frequently Asked Questions about Equity Methods
Equity Methods was founded in 1998 and raised its 1st funding round 27 years after it was founded.
Equity Methods is headquartered in Scottsdale, United States. It is registered at Scottsdale, Arizona, United States.
Equity Methods was founded in 1998 and is headquartered in Scottsdale, United States. Operations focus on the financial advisory sector, where specialized services in equity compensation reporting, valuation analysis, and HR consulting are delivered. These offerings support compliance, financial modeling, and strategic HR planning for clients across various industries. The company maintains a domain at equitymethods.com for its professional resources and client interactions.
Equity Methods offers Financial Reporting and Valuation.
Equity Methods has 2 investors. Key investors include HGGC, and Montage Partners.
Equity Methods operates through Equity Methods, Llc.
Yes. Equity Methods was acquired by Montage Partners in April 2012.