Equanimity Wealth Management logo

Equanimity Wealth Management

...find yours.

5 employees · est. 2015 · Okemos, United States

VS
IPP Financial Advisers logo

IPP Financial Advisers

Experts in crafting tailored financial strategies, covering everything from retirement planning and investments to comprehensive insurance solutions.

539 employees · est. 1983 · Singapore, Singapore

IPP Financial Advisers is the older company (2015 vs 1983); IPP Financial Advisers is the larger of the two.

Side-by-Side Comparison

Equanimity Wealth Management IPP Financial Advisers
Founded
2015 1983 older
Headquarters
Okemos, United States Singapore, Singapore
Employees
5 539 larger
Industry
Financial Services, Wealth Management Finance, Financial Services
Funding Stage
Not tracked yet Corporate Round
Total Funding
Not tracked yet Not tracked yet
Funding Rounds
Not tracked yet 1
Services
Not tracked yet Not tracked yet
Target Customers
Not tracked yet Not tracked yet
Taxonomy
Wealth Management, Financial Planning, Corporate Services, Retirement Plans, Executive Plans, Investment Advice, Portfolio Management, Retirement Cash-flow Modeling, Personal Insurances, Estate Planning, Advisory Services, Fee-based Planning Services Financial Planning, Investment Services, Retirement Planning, Legacy Planning, Business Planning, Insurance Solutions, Global Funds, Alternative Investments, Asset Allocation, Expatriate Financial Services, Wealth Protection, Employee Benefits, Long-term Care, Comprehensive Financial Planning
Website
eq-wealth.com ippfa.com
Equanimity Wealth Management logo

About Equanimity Wealth Management

Equanimity Wealth Management, founded in 2015, is a Financial Services and Wealth Management firm that prioritizes meeting the financial needs of both corporate and individual clients. The company, spearheaded by James C. Trebilcock and Scott M. Danek, CFP®, offers a diverse range of services throug...

IPP Financial Advisers logo

About IPP Financial Advisers

IPP Financial Advisers Pte Ltd is a well-established financial advisory firm based in Singapore, catering to a diverse range of clients globally. Since its inception in 1983, the company has garnered a strong reputation for its extensive expertise in crafting personalized financial strategies, offer...

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BounceWatch watches Equanimity Wealth Management and IPP Financial Advisers for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.

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Funding, hiring, leadership and stack changes at Equanimity Wealth Mana... and IPP Financial Advisers — by email.

Frequently Asked Questions

Equanimity Wealth Management — ...find yours. . IPP Financial Advisers — Experts in crafting tailored financial strategies, covering everything from retirement planning and investments to comprehensive insurance solutions.. Both companies operate in related markets but may differ in funding stage, team size, and product focus.
Equanimity Wealth Management and IPP Financial Advisers operate in overlapping markets and are frequently compared. Track both companies on Bounce Watch to monitor their growth signals in real time.

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Compiled from the BounceWatch company index. We last looked at Equanimity Wealth Management on 23 Nov 2024, and IPP Financial Advisers on 13 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.

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