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Equip logo — Platform voor financieel inzicht

Equip

Platform voor financieel inzicht

Founded 2022 The Netherlands The Netherlands 16 employees Pre Seed Total: $2.10M Financial Services, SaaS

General Information

Company Name Equip
Founded Year 2022
Location The Netherlands The Netherlands +1
Employees 16
Industries Financial Services, SaaS
Funding Stage Pre Seed
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Recorded by Bounce Watch from public sources. Every entry below carries the date we observed it, and when we have not looked recently the page says so rather than leaving silence to imply nothing happened.

Event Participation Sep 04, 2026

Equip has been nominated for the Federatie Financieel Planners (FFP) Innovatie Award 2026 for its Financiële Check-up. They will pitch on October 14, 2026, and the winner will be announced on Octob…

New Partnership Sep 02, 2026

Equip has announced a new partnership with Ockto, enabling employees to securely retrieve financial data directly from sources like Mijnpensioenoverzicht, the Tax Authorities, and UWV via DigiD.

Feature Release Aug 18, 2026

Equip has launched a renewed Advisor Portal, enabling financial advisors to customize employee conversations based on employer and individual criteria.

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AI Insight

Bounce Watch AI
2 months ago

Equip is signaling a proactive push towards market leadership, outlining plans for significant expansion of its workplace financial guidance services within the Netherlands and internationally by June 2026. This strategic ambition is reinforced by a substantial 38.77% update to its website, suggesting preparations for new offerings or a refreshed market approach to support its impending growth initiatives. These developments indicate the company is actively positioning itself for considerable scaling and increased market presence.

Signal Types
Expansion Product Update Web Activity
Strategic Labels
International Expansion Market Leadership B2B FinTech Scaling
Next Move: Fundraising
·
Impact: 8/10
·
Ideal For: FinTech VCs — Seed/Series A

About Equip

Equip, founded in 2022 and headquartered in The Netherlands, is revolutionizing the financial services landscape with their platform, "Platform voor financieel inzicht." By leveraging modern technology, Equip aims to make high-quality financial advice universally accessible through scalable distribution.

Positioned at the intersection of Financial Services and SaaS, the company offers branded, co-branded, and white-label solutions distributed through employers, insurance brokers, and pension funds. This strategy enables individuals to make informed financial decisions regarding pensions and significant life events.

Equip recently secured a €2.00M Pre Seed Round investment on 09 May 2023, attracting investors such as Antler and XO Ventures. This injection of capital is set to bolster their platform's scalability and market penetration, making it an intriguing prospect for investors seeking opportunities in the burgeoning fintech sector.

Taxonomy: Financial Advice, FinTech, Scalable Solutions, Financial Coaching, Employee Benefits, Pension Planning, Life Event Financial Planning, White-label Solutions, Insurance Brokers, Pension Funds, Financial Decision-making, Financial Technology, VC-funded

Services & Products

Developing financial technology
Financial choices awareness
Insight and advice products
Financial services partnerships
Employee activation solutions

Target Customers

Employers Pension sector entities Financial advisors Individual consumers

Funding Rounds & Investors (2)

View All
Funding Stage Amount Investors Lead Investors Date
Pre Seed Round •••••• 2
Investor Investor
09 May 2023
Pre Seed Round •••••• 1
Investor
08 Feb 2022

Equip Alternatives & Competitors

View All Alternatives
Equip vs
Pension Works
Pension Works United Kingdom

Delivering trusted financial advice. DB pension transfer specialists. FCA Authorised and Regulated.

25 employees
Financial Services
Equip vs
Pensionhelp
Pensionhelp United Kingdom

Experts in Final Salary/Defined Benefit Pension Transfers

26 employees
Financial Services
Equip vs
efpg - Effective Financial Planning Group
efpg - Effective Financial Planning Group Gibraltar

Here for what matters most!

11 employees
Financial Services, Platforms
View all alternatives

FAQ About Equip

Platform voor financieel inzicht
Equip was founded in 2022.
Equip is headquartered in The Netherlands.
Equip operates in the following industries: Financial Services, SaaS.
Equip has approximately 16 employees.
Equip has completed 2 funding rounds, raising a total of $2.10M. The latest funding stage is Pre Seed.
Equip offers: Developing financial technology, Financial choices awareness, Insight and advice products, Financial services partnerships, Employee activation solutions.
Top alternatives and competitors to Equip include Pension Works, Pensionhelp, efpg - Effective Financial Planning Group , Compound Wealth, InvestAcc Pension Administration Limited. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Equip and Pension Works are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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