About IEQ Capital
IEQ Capital is a Financial Services company based in Foster City (United States) founded in 2019. Tax strategy, financial planning, and related services are provided. IEQ Capital has completed 1 acquisition, including EPIQ. Its website ieqcapital.com draws about 14 thousand monthly visits. IEQ Capital offers products and services including Investment Advisory, Wealth Management, and Private Investment Services. Its focus areas include Asset Management and Diversified. Its legal entity is IEQ Capital LLC. Its competitors include Fidelity Investments, Morgan Stanley and Guggenheim Partners; 2 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters Foster City, United States
- SectorsFinancial Services
- Phone•••• ••••
- Website ieqcapital.com
- Social LinkedIn
- Legal Name Ieq Capital Llc
- Investors
- Investments & Acquisitions
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.
Funding Insights of IEQ Capital
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of IEQ Capital 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 |
|---|---|---|---|---|---|
| Jan 2023 | Seed | – | – |
1 investors in total: 1 institutional.
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 |
|---|---|---|---|---|
Private equity firm investing in global financial services sectors. | stonepoint.com |
Investor details for IEQ Capital
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 IEQ Capital
36 people are tracked at IEQ Capital (22 in leadership, 5 in board & advisors, 9 in team).
| Name | Role | Group |
|---|---|---|
Zico Parmar | Senior Director, Operations | Leadership |
Steve Stauff | Managing Director | Leadership |
Harry Guilfoyle | Partner | Leadership |
Dean Horwitz | Partner, COO | Leadership |
Jesse Wood | Managing Director | Leadership |
Bethany Peterson | Partner, CFO | Leadership |
Ian Linford | Partner | Leadership |
Megan Whyte | Partner, CCO | Leadership |
Sergio Gonzalez | Head Of Investment Operations | Leadership |
Joyce Cheng | Associate Director | Leadership |
Tony Liao | Associate Director Of Operations | Leadership |
Spencer Gordon | Managing Director | Leadership |
Frank Mason | Managing Director | Leadership |
Jennifer Young | Managing Director | Leadership |
Scott Gutterman | Managing Director | Leadership |
Eric Harrison | Co-CEO, Founding Partner | Leadership |
Alan Zafran | Co-CEO, Founding Partner | Leadership |
Robert Skinner | Co-CEO, Founding Partner | Leadership |
Lawrence Chew | Associate Director, Software And Data Engineer-business Operations | Leadership |
Adam Beard | Managing Director | Leadership |
16 more people are available in the full profile.
Complete people profiles for IEQ Capital
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.
Investments & Acquisitions by IEQ Capital
IEQ Capital has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include EPIQ.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Diversified asset management services are offered by EPIQ. | epiqcg.com | San Francisco, United States | 2018 | Aug 2024 | •••• |
Complete acquisition details for IEQ Capital
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of IEQ Capital
3 dated milestones of IEQ Capital across 5 years, from founding to its latest funding, stage changes and deals.
- Founded IEQ Capital is founded.
- Funding First funding round.
- Acquisition Acquires EPIQ.
Competitors of IEQ Capital
IEQ Capital has 3 listed competitors in our database, 2 of them funded. They include Fidelity Investments, Morgan Stanley and Guggenheim Partners.
| 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. | ||
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. |
Detailed competitors of IEQ Capital
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 IEQ Capital
The website of IEQ Capital (ieqcapital.com) receives about 14.2K visits a month.
- Monthly visits14.2K
▲ 46.3% vs previous month
Websites whose visitors overlap most with IEQ Capital. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| stonepoint.com | 100% | #790,977 | View details | ||
| creativeplanning.com | 96% | 262.4K | #241,055 | View details | |
| cressetcapital.com | 92% | 111.4K | #459,097 | View details | |
| bessemertrust.com | 61% | 46.8K | #705,801 | View details |
Top companies in Asset Management
3 companies that operate in the same segment as IEQ Capital (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Ieq Capital
Complete news archive for IEQ Capital
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- Older coverage
- Brand-specific news history
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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, Guggenheim Partners and Morgan Stanley.
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.
IEQ Capital operates through Ieq Capital Llc.