IEQ Capital provides investment advisory services, focusing on creating customized solutions utilizing public markets and private investment opportunities.

IEQ Capital

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Business Management

Alan Zafran

Partner, Chief Financial Officer

Bethany Peterson

Chief Operating Officer

Dean Horwitz

Co-CEO & Founder

Eric Harrison

General Counsel & Chief Compliance Officer

Lior Kosovski

Alex Jack

Alexander Brugger

Associate Director

Angus Smith

Bhavika Booragadda

Brendon Kempin

Western US Private Equity Stage Companies With More Than $1M in Revenue

West Coast Professional Services Companies

Advice Companies With Less Than $500M in Revenue (Top 10K)

Advice Companies With Less Than $10M in Revenue (Top 10K)

IEQ Capital provides wealth management services. They offer services like estate planning, tax strategy, financial planning, and a network of professional services in investment, legal, accounting, and tax consulting. They are a technology-forward platform that offers convenience and efficiency and promotes security. They also create solutions for public markets and private investments.

Stone Point Capital

Private Equity Round - IEQ Capital

West Los Angeles

California

United States

North America

IEQ Capital Expands to Nashville with Appointment of Managing Director Michael Thompson

IEQ Capital Expands to New Markets: Introduces Daniel Lee and Dylan Kremer

Ieq Capital LLC Purchases New Holdings in Wix.com Ltd. (NASDAQ:WIX)

Ieq Capital LLC Grows Stake in Yum China Holdings, Inc. (NYSE:YUMC)

Ieq Capital LLC Grows Position in Vanguard Total World Stock ETF (NYSEARCA:VT)

Ieq Capital LLC Makes New Investment in Ares Management Co. (NYSE:ARES)

IEQ Capital offers comprehensive family office services, including estate planning, tax optimization, philanthropy planning, and coordination with third-party professionals for ultra-high-net-worth clients.

IEQ Capital provides investment management services with a focus on sourcing, negotiating, and structuring a range of public and private investment solutions tailored to meet client needs.

The firm delivers high-touch wealth advisory services, focusing on the unique needs of each client to develop and implement personalized financial strategies.

IEQ Capital utilizes an integrated technology platform for digital onboarding, real-time portfolio visibility, and enhanced security measures like two-factor authentication.

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public peers	general	Sep 24, 2024 7:17 PM	2b0e566a
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IEQ Capital