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IEQ Capital
Work Here?
Registered investment advisor focusing on client interests
IEQ Capital
Work Here?
Registered investment advisor focusing on client interests
About IEQ Capital
Industries
Fintech
Financial Services
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
Los Angeles, California
Founded
2019
Overview
IEQ Capital is a Registered Investment Advisor managing $17.7 billion in assets. The company aims to change the way wealth management is approached by combining both intellectual and emotional aspects in their investment strategies. They focus on building strong relationships with clients, ensuring that their investment goals are met without the complications often found in larger firms. IEQ Capital is independent and mostly employee-owned, which allows them to prioritize their clients' interests by adhering to a fiduciary standard. Their goal is to create a values-driven culture that emphasizes collaboration and connection with clients, ultimately leading to exceptional investment outcomes.
Simplify's Take
What believers are saying
- IEQ Capital's acquisition of EPIQ Capital expands its AUM to $32 billion.
- The firm is leveraging advanced data analytics for enhanced client engagement.
- IEQ Capital's expansion into Nashville increases its national presence.
What critics are saying
- Integration challenges with EPIQ Capital may lead to operational inefficiencies.
- Investments in volatile sectors like media could expose IEQ to financial risks.
- Expansion into new markets like Nashville may strain resources.
What makes IEQ Capital unique
- IEQ Capital integrates Intellectual and Emotional Quotient in wealth management.
- The firm is predominantly employee-owned, ensuring alignment with client interests.
- IEQ Capital focuses on ultra-high-net-worth clients with personalized investment strategies.
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Benefits
Professional Development Budget
Performance Bonus
Flexible Work Hours
Remote Work Options
401(k) Company Match
Family Planning Benefits
Mental Health Support
Wellness Program
Company News
SAN FRANCISCO, March 7, 2025 /PRNewswire/ -- IEQ Capital is pleased to announce the expansion of its Family Office team with the hiring of Jennifer Kowal as Senior Income Tax Strategist. In this role, Ms. Kowal will collaborate with clients and advisory teams to provide sophisticated income tax planning strategies and insights tailored to the needs of ultra-high-net-worth individuals and families
SAN FRANCISCO, March 7, 2025 /PRNewswire/ - IEQ Capital is pleased to announce the expansion of its Family Office team with the hiring of Jennifer Kowal as Senior Income Tax Strategist.
Ieq Capital LLC makes new investment in AMC Networks Inc. (NASDAQ:AMCX).
Ieq Capital LLC makes new $207,000 investment in First Commonwealth Financial Co. (NYSE:FCF).
SAN FRANCISCO, Aug. 27, 2024 /PRNewswire/ -- IEQ Capital ("IEQ"), a ~$26.5 billion independent advisory firm and ranked as one of America's Top RIAs by Forbes, Barron's, and CNN, announced today the strategic acquisition of EPIQ Capital Group ("EPIQ"), a ~$5.3 billion multi-family office and investment firm.The transaction represents a highly synergistic and complementary partnership between two RIAs who both specialize in providing highly customized wealth advisory, family office services, and select investment opportunities for ultra-high-net-worth families and individuals.IEQ Capital and EPIQ Capital GroupUpon completion of the deal later this year, the combined company will have ~$32 billion in AUM with a client presence nationally and an expanded footprint in the San Francisco Bay Area, Los Angeles, Newport Beach, Dallas, Denver, St. Louis, Nashville, Boston, Atlanta, and Miami.IEQ Co-CEO Eric Harrison commented: "As entrepreneurs, we continually seek strategic opportunities designed to strengthen our ability to drive value for our clients. EPIQ has built relationships and capabilities in core markets that we believe are additive to our platform and will further our ability to provide access to differentiated investment opportunities. They are our neighbor in the San Francisco Bay Area, and they have a reputation in the Silicon Valley and San Francisco markets for delivering comprehensive and personalized family office services to their clients nationwide. Moreover, we are excited to bring together two values-driven firms founded on the mission to strive for excellence through deep experience, continual innovation, and connection with our clients
IEQ Capital is Hiring for 15 Jobs on Simplify!
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About IEQ Capital
Industries
Fintech
Financial Services
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
Los Angeles, California
Founded
2019
IEQ Capital is Hiring for 15 Jobs on Simplify!
Find jobs on Simplify and start your career today