Equinum

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

3611 14th Ave Ste 221, Brooklyn, New Yor...

Phone Number

(718) 480-5600

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
2

About Equinum

Equinum is a registered investment advisor specializing in goal-based wealth management for individuals, organized groups, and family offices. They focus on building, managing, and growing wealth through custom strategies that align with clients' risk tolerances and long-term objectives. With a commitment to fiduciary duty, Equinum eliminates commissions and proprietary products, ensuring that client performance is the ultimate incentive. Their services include investment strategies for high-net-worth individuals, corporate empowerment, and global market access for family offices.Explore more
Equinum's Social MediaPopular SearchesEquinum LLCEquinum Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Equinum Org Chart

PhoneEmail
JH
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Director, Financial Planning

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SS
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Director, Private Family Wealth

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Financial Analyst

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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Equinum

<$5M
11-50
Private
-
2019
JH
Jacob HalberstamDirector, Financial Planning
<$5M
11-50
Private
-
1986
<$5M
1-10
Private
-
2003
N/A
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2007
Peter D'Agati, Founder & President at Stembrook Asset Management
Peter D'AgatiFounder & President
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Equinum is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Equinum is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Equinum.

Equinum Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Equinum

What is Equinum's official website?
Equinum's official website is www.equinum.com
What is Equinum's Revenue?
Equinum's revenue is <$5 Million
What is Equinum's SIC code?
Equinum's SIC: 62,628
What is Equinum's NAICS code?
Equinum's NAICS: 52,523
How many employees does Equinum have?
Equinum has 11-50 employees
What industry does Equinum belong to?
Equinum is in the industry of: Finance, Securities Trading
What is Equinum competition?
Equinum top competitors include: Stembrook Asset Management, WBH Advisory, Holman Wealth Management, Pillar Wealth Management
What technology does Equinum use?
Some of the popular technologies that Equinum uses are: Cloudflare Website Optimization, Cloudflare CDN, MailChimp, Google Font API
How do I contact Equinum?
Equinum contact info: Phone number: (718) 480-5600 Website: www.equinum.com
What does Equinum do?

Equinum is a registered investment advisor specializing in goal-based wealth management for individuals, organized groups, and family offices. They focus on building, managing, and growing wealth through custom strategies that align with clients' risk tolerances and long-term objectives. With a commitment to fiduciary duty, Equinum eliminates commi... ssions and proprietary products, ensuring that client performance is the ultimate incentive. Their services include investment strategies for high-net-worth individuals, corporate empowerment, and global market access for family offices.Read More

What are Equinum social media links?
Equinum Linkedin page Equinum Twitter page
Is Equinum a public company?
Equinum is private company therefore does not currently have an official ticker symbol
See more information about Equinum

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