About IEQ Capital
IEQ Capital is a company based in Foster City (United States) founded in 2019.. IEQ Capital has completed 1 acquisition, including EPIQ. IEQ Capital offers products and services including Investment Advisory, Wealth Management, and Private Investment Services. IEQ Capital operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and FNZ, among others.
- Headquarter Foster City, 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 Ieq Capital Llc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
- Investments & Acquisitions
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Products & Services of IEQ Capital
IEQ Capital offers a comprehensive portfolio of products and services, including Investment Advisory, Wealth Management, and Private Investment Services. 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.
Provides expert guidance on investments and risk management strategies.
Offers customized solutions for portfolio performance and financial objectives.
Facilitates sourcing and structuring of exclusive investment opportunities.
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Funding Insights of IEQ Capital
- Total Funding Total Funding
- Total Rounds 1
- Last Round Last Round
- First Round First Round
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jan, 2023 | Amount | Seed - IEQ Capital | Valuation |
investors |
| 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 |
Investors in IEQ Capital
IEQ Capital has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Stone Point Capital. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Private equity firm investing in global financial services sectors.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by IEQ Capital
IEQ Capital has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include EPIQ. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| 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 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Diversified asset management services are offered by EPIQ.
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2018 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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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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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - IEQ Capital
| 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 |
Ieq Capital Comparisons
Competitors of IEQ Capital
IEQ Capital 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, Guggenheim Partners and FNZ, 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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| domain | founded_year | HQ Location |
Asset management and investment advisory services are provided to clients.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Platform offering business intelligence solutions that combine data and actionable analytics for 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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App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Ieq Capital
Frequently Asked Questions about IEQ Capital
When was IEQ Capital founded?
IEQ Capital was founded in 2019 and raised its 1st funding round 4 years after it was founded.
Where is IEQ Capital located?
IEQ Capital is headquartered in Foster City, United States. It is registered at Foster City, California, United States.
What does IEQ Capital do?
IEQ Capital was established in 2019 in Foster City, United States. Financial services are delivered, with a focus on tax strategies and planning. Operations center on assisting clients with comprehensive financial needs in the investment and advisory sector. Services encompass tax optimization and long-term planning, conducted primarily within the U.S. market. The firm maintains a domain at ieqcapital.com for its activities.
Who are the top competitors of IEQ Capital?
IEQ Capital's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does IEQ Capital offer?
IEQ Capital offers Investment Advisory, Wealth Management, and Private Investment Services.
How many acquisitions has IEQ Capital made?
IEQ Capital has made 1 acquisition, including EPIQ.
Who are IEQ Capital's investors?
IEQ Capital has 1 investor. Key investors include Stone Point Capital.
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