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IEQ Capital logo — We’re not just investors. We’re idea originators and opportu...

IEQ Capital

We’re not just investors. We’re idea originators and opportunity creators.

Founded 2019 United States United States 190 employees Private Equity Finance, Financial Services

General Information

Company Name IEQ Capital
Founded Year 2019
Location United States United States
Employees 190
Industries Finance, Financial Services
Funding Stage Private Equity
Social

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About IEQ Capital

IEQ Capital, with a slogan "We’re not just investors. We’re idea originators and opportunity creators," is a Registered Investment Advisor founded in 2019. It operates in the finance and financial services industries and is headquartered in the United States. The company manages a total of $33.8 billion in RAUM, with IEQ Capital at $27.8 billion and EPIQ Capital Group at $5.9 billion. Notably, the last investment was a Private Equity Round investment on 19 January 2023, in which Stone Point Capital participated as investors. IEQ Capital's quest is to integrate the Intellectual and Emotional Quotient to generate exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with clients. The company focuses on helping clients meet their investment objectives without distractions and limitations that can arise within larger organizations. It's important to note that the information on IEQ Capital's website is for general informational purposes only and should not be considered an offer to sell or a solicitation to buy any security or financial product from IEQ or any entity. Furthermore, the investment products and services offered are intended for U.S. residents only and do not constitute a solicitation or offer in any jurisdiction where it would be unlawful. IEQ and EPIQ are under common control but operate independently, providing a comprehensive approach to wealth management.

Taxonomy: Wealth management, Investment advisory, Financial planning, Estate planning, Tax strategy, Fiduciary standard, Professional services, Technology-forward platform, Private investments, Independent company, Employee-owned, Intellectual quotient, Emotional quotient, RAUM (Regulatory Assets Under Management), Registered Investment Advisor

Funding Rounds & Investors (1)

View All
Funding Stage Amount Investors Lead Investors Date
Private Equity Round Undisclosed 1
Stone Point Capital
Stone Point Capital
19 Jan 2023

IEQ Capital Alternatives & Competitors

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IEQ Capital vs
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FAQ About IEQ Capital

We’re not just investors. We’re idea originators and opportunity creators.
IEQ Capital was founded in 2019.
IEQ Capital is headquartered in United States.
IEQ Capital operates in Finance and Financial Services. Its work centres on Wealth management, Investment advisory, Financial planning and Estate planning.
IEQ Capital has approximately 190 employees.
IEQ Capital has completed 1 funding round. The latest funding stage is Private Equity.
Top alternatives and competitors to IEQ Capital include Certuity, Sullivan Financial Advisors, CGN Advisors, LLC, Bragg Financial, Montgomery Financial, LLC. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
IEQ Capital and Certuity 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.

Source: BounceWatch company record for IEQ Capital, https://bouncewatch.com/company/ieq-capital, updated 29 December 2024. When citing, please name BounceWatch and link this page.

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