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
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- Investors
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Employee Count
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- 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.
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.
People of IEQ Capital
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Funding Insights of IEQ Capital
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.
| Investor | Description | Founded Year | Domain | Location |
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Private equity firm investing in global financial services sectors.
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Investor details for IEQ Capital
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Investments & Acquisitions by IEQ Capital
IEQ Capital has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include EPIQ.
Investment portfolio details for IEQ Capital
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
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| Company Name | Description | Domain | Location | Founded Year | Amount |
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Diversified asset management services are offered by EPIQ.
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Complete acquisition details for IEQ Capital
Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.
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Financial Statements - IEQ Capital
Detailed financials for IEQ Capital
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Ieq Capital Comparisons
Peer comparison for IEQ Capital
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- Named peers
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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.
| Company Name | Domain | Founded year | HQ Location | Description |
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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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Wealth management, investment advisory, and financial services are provided.
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Asset management and investment advisory services are provided to clients.
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Wealth management solutions are delivered for asset managers.
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Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Detailed competitors of IEQ Capital
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Latest news on Ieq Capital
Complete news archive for IEQ Capital
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Frequently Asked Questions about IEQ Capital
IEQ Capital was founded in 2019 and raised its 1st funding round 4 years after it was founded.
IEQ Capital is headquartered in Foster City, United States. It is registered at Foster City, California, United States.
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.
IEQ Capital's top competitors include Fidelity Investments, Investec and S&P Global.
IEQ Capital offers Investment Advisory, Wealth Management, and Private Investment Services.
IEQ Capital has made 1 acquisition, including EPIQ.
IEQ Capital has 1 investor. Key investors include Stone Point Capital.