Equi

Equi

Alternative investment management and portfolio optimization

About Equi

Simplify's Rating
Why Equi is rated
A-
Rated B on Competitive Edge
Rated A on Growth Potential
Rated A on Rating Differentiation

Industries

Fintech

Financial Services

Company Size

51-200

Company Stage

Series A

Total Funding

$24.3M

Headquarters

San Francisco, California

Founded

2020

Overview

Equi offers alternative investment opportunities aimed at providing clients with a diversified portfolio that is not affected by public market fluctuations. This helps protect against market volatility, allowing investments to potentially generate returns even when the stock market is struggling. The company actively manages client funds through a skilled team of investors who monitor and adjust portfolios using an overlay hedging strategy, which helps mitigate risks associated with price changes in assets. Additionally, Equi has an internal hedging program and portfolio managers who regularly optimize and rebalance investments to ensure a suitable risk-return balance. Unlike many competitors, Equi's founders also invest their own money on the platform, aligning their interests with those of their clients. The goal of Equi is to provide reliable investment returns regardless of market conditions while maintaining a strong alignment with client interests.

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Simplify's Take

What believers are saying

  • Growing demand for alternative investments amid market volatility benefits Equi's offerings.
  • High-net-worth individuals seek bespoke services, aligning with Equi's tailored investment solutions.
  • Increased use of AI in portfolio management can enhance Equi's investment strategies.

What critics are saying

  • Increased competition from fintech-focused firms like Vesey Ventures threatens Equi's market share.
  • Vesey Ventures' bespoke 'Strategy Sheets' may attract startups away from Equi.
  • Rising competition in fintech could challenge Equi's growth and client acquisition.

What makes Equi unique

  • Equi offers alternative investments uncorrelated with public markets, providing a hedge against volatility.
  • The founders invest their own money, aligning their interests with clients.
  • Equi employs an overlay hedging strategy to secure returns in various market conditions.

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Funding

Total Funding

$24.3M

Above

Industry Average

Funded Over

2 Rounds

Series A funding typically happens when a startup has a product and some customers, and now needs funding to scale. This money is usually used to grow the team, expand marketing, and improve the product. Venture capital firms are frequently the main investors here.
Series A Funding Comparison
Meet Average

Industry standards

$15M
$8.2M
Discord
$15M
Canva
$15M
Equi
$100M
GitHub

Growth & Insights and Company News

Headcount

6 month growth

-6%

1 year growth

-6%

2 year growth

-5%
TechCrunch
Apr 20th, 2023
Vesey Ventures Closes On $78M Debut Fund To Back Early-Stage Fintech Startups

After working together for nearly one decade, three former managing directors of Amex Ventures in early 2022 branched out to form their own fintech-focused venture firm, Vesey Ventures. The trio had made early investments in more than 50 fintech companies, including the likes of Stripe, Plaid, Melio and Trulioo. During that time, they also helped engineer over 100 partnerships between startups and financial services institutions.Their goal was to take that 10 years of experience investing through the venture capital arm of one of the world’s largest credit card companies, and apply it firsthand to new early-stage investments — but with a twist. The firm says its intent is to go beyond term sheets to issuing bespoke “Strategy Sheets,” which outline how Vesey Ventures aims to leverage its network “to act as a company’s first business development team.” In other words, it wants to invest in early-stage fintech and enabling technology companies “where opportunities for early partnerships with financial incumbents exist.”And today, the firm — formed by founding partners and friends Dana Eli-Lorch, Lindsay Fitzgerald and Julia Huang, who all left AMEX Ventures at the same time in late 2021 — has announced the closure of its $78 million debut fund. They named the firm Vesey Ventures after the street where American Express has its headquarters in New York. (They declined to say whether Amex is a limited partner in the new fund.)The feat is particularly impressive considering that, according to PitchBook data recently cited by The Information, “female-led venture firms in the U.S

Finsmes
Oct 3rd, 2022
Equi Raises $15M In Series A Funding

Equi, a NYC-based alternative investment strategies platform, raised $15M in Series A funding. The round was led by Smash Capital, with support from Company Capital and Montage Ventures

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