Epiq Capital Group
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
1 Lombard St Ste 303, San Francisco, Cal...Phone Number
(415) 433-3747Website
www.epiqcg.comRevenue
$6.6 MillionIndustry
ZI Rank: 3
Signal Type
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ZI Rank
3
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3
About Epiq Capital Group
EPIQ Capital Group, LLC is a Silicon Valley-based Multi-Family Office and Institutional Style-Investment Manager that primarily serves families and institutions with a net worth exceeding $100 million. The company offers a comprehensive, personalized approach to wealth management, providing access to tailored investment options, advanced technology, and experienced advisers. Their services include tax, trust, estate planning, credit and lending, philanthropy, and family services, all designed to meet the unique needs and goals of their clients. EPIQ focuses on optimizing various aspects of clients' family and financial lives to ensure lasting wealth.Explore more
Epiq Capital Group Org Chart
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Epiq Capital Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Epiq Capital Group Tech Stack
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Mergers & Acquisitions, Acquisitions, Mergers
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A front-line source in Financial Planning has indicated that the organization has completed initiatives related to asset management within the last nine months.
Asset Management, Financial Planning
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Automation, Financial Planning, Financial Systems
Epiq Capital Group News & Media
O'Melveny Advises EPIQ Capital Group on Acquisition by IEQ Capital
SAN FRANCISCO—August 29, 2024— O’Melveny advised EPIQ Capital Group, a US$5.3 billion multi-family office and investment firm, on its acquisition by IEQ Capital.IEQ Capital and EPIQ Capital Group Combine to Form ~$32 Billion Investment Advisor and Multi-Family Office
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...EPIQ Capital Group Unveils Rebrand That Reinforces Their Commitment to Delivering an Experience Beyond Wealth
SAN FRANCISCO, Sept. 13, 2023 /PRNewswire/ -- EPIQ Capital Group, a Silicon Valley-based multi-family office and investment firm with additional offices in Dallas and Reno, has unveiled a dynamic rebrand. Founded with a vision to redefine wealth management, EPIQ has consistently...Swift Navigation Raises $100M in Series D Funding
Swift Navigation, a San Francisco, CA-based tech company redefining GNSS, ADAS and autonomy, industrial machine control, commercial transportation, mobile and emerging mass-market applications, raised $100M in Series D funding. The round was led by SK and Potentum Partners with participation from New Enterprise Associates (NEA), Eclipse Ventures, EPIQ Capital Group, FM Capital, OVN Capital, TELUS […] The post Swift Navigation Raises $100M in Series D Funding appeared first on FinSMEs.
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EPIQ Capital Group, LLC is a Silicon Valley-based Multi-Family Office and Institutional Style-Investment Manager that primarily serves families and institutions with a net worth exceeding $100 million. The company offers a comprehensive, personalized approach to wealth management, providing access to tailored investment options, advanced technology... Read More
