IEQ Capital

Finance · California, United States · 201-500 Employees

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Overview

Headquarters

950 Tower Ln Ste 1800, Foster City, Cali...

Phone Number

(650) 581-9807

Revenue

$170.1 Million

Industry

Finance Securities Trading

About IEQ Capital

IEQ Capital is an independent wealth-management and family-office firm serving high- and ultra-high-net-worth individuals and families. The firm combines investment management with comprehensive wealth planning, including portfolio construction, tax optimization, multi-generational planning and access to alternative investments. Its family-office platform coordinates financial needs across clients' balance sheets while providing tailored investment and advisory solutions.Explore more
IEQ Capital's Social MediaSIC Code 62,628NAICS Code 52,523Show more

IEQ Capital Org Chart

CB
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Managing Director

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Bethany Peterson, Partner, Chief Financial Officer at IEQ Capital
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Partner, Chief Financial Officer

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Senior Wealth Strategist & Managing Director

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

IEQ Capital

$170.1M
201-500
Private
-
2019
CB
Casey BeyelManaging Director
$9.6M
11-50
Private
-
2014
AB
Anurag BhardwajChief Operating Officer
$6.8M
1-10
Private
-
2016
PC
Philip CrawfordVice President
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IEQ Capital Tech Stack

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Frequently Asked Questions Regarding IEQ Capital

What is IEQ Capital's official website?
IEQ Capital's official website is www.ieqcapital.com
What is IEQ Capital's Revenue?
IEQ Capital's revenue is $170.1 Million
What is IEQ Capital's SIC code?
IEQ Capital's SIC: 62,628
What is IEQ Capital's NAICS code?
IEQ Capital's NAICS: 52,523
How many employees does IEQ Capital have?
IEQ Capital has 201-500 employees
What industry does IEQ Capital belong to?
IEQ Capital is in the industry of: Finance, Securities Trading
What is IEQ Capital competition?
IEQ Capital top competitors include: SQN Investors, Highview Capital
What companies has IEQ Capital acquired?
IEQ Capital has acquired the companies: Epiq Capital Group
What technology does IEQ Capital use?
Some of the popular technologies that IEQ Capital uses are: DocuSign, WordPress.org, PHP, Cloudflare CDN
Who is the CFO of IEQ Capital?
IEQ Capital's CFO is Bethany Peterson
How do I contact IEQ Capital?
IEQ Capital contact info: Phone number: (650) 581-9807 Website: www.ieqcapital.com
What does IEQ Capital do?

IEQ Capital is an independent wealth-management and family-office firm serving high- and ultra-high-net-worth individuals and families. The firm combines investment management with comprehensive wealth planning, including portfolio construction, tax optimization, multi-generational planning and access to alternative investments. Its family-office p... latform coordinates financial needs across clients' balance sheets while providing tailored investment and advisory solutions.Read More

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

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