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Equi

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Makes it safe and easy to invest in a custom, diversified, and managed portfolio of private market investments

San Francisco, United StatesFounded 2020Fintech
Valuation $0–100M Latest valuation · 2022
Revenue $1–10M Latest reported FY
Headcount <100 Current team size
Total funding $10–50M Disclosed equity funding
Unlock exact values This page shows ranges. Dealroom has the exact numbers for Equi and the history behind them.

About Equi

Equi.com is a financial services startup that offers alternative investment opportunities to its clients. The company operates in the financial market, specifically in the alternative investments sector. It aims to provide investors with a diversified portfolio that is not correlated with public markets, offering a hedge against market volatility. This means that even when the stock market is not performing well, Equi's investments can still generate returns.

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Equi serves a range of clients, including executives and founders of companies. The company's business model revolves around active management of client funds by a seasoned team of investors. This team monitors the funds and employs an overlay hedging strategy to position the portfolio for quality returns in almost any market environment. This means they use financial instruments to reduce the risk of adverse price movements in an asset, aiming to secure good returns regardless of market conditions.

Equi also has an internal hedging program and a team of portfolio managers who regularly optimize and rebalance client funds. This means they adjust the proportion of different types of investments in the portfolio to maintain an appropriate level of risk and return.

The company makes money by charging fees for its services, which include portfolio management and investment advice. A unique aspect of Equi is that its founders invest their own money on the platform, aligning their interests with those of their clients.

In summary, Equi.com is a financial services startup that offers alternative investment opportunities, actively manages client portfolios, and uses hedging strategies to generate returns in various market conditions.

Source: Dealroom company data

At a glance

Status
Operational
Founded
2020
Headquarters
San Francisco, United States
Employees
64
Open positions
1
Dealroom signal
88.1/100
Industry
Fintech
Sub-industry
Wealth Management
Sector
Fintech, Alternative Investments, Investing in Startups, deal execution
Business model
Marketplace & ecommerce
Client focus
b2b

Latest news

Press, funding announcements and product moves mentioning Equi.

See all news

Funding history

3 recorded events

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
SERIES AEquity / VC Oct 2022 $15M $60M Montage Ventures · Companycap · Smash Capital
SEEDEquity / VC Mar 2022 $10M $40M GTMFund · Montage Ventures · Foundation Capital · Hustle Fund
Showing the latest 2 of 3 recorded eventsBook a demo for the full funding history →

Financials

Revenue over time

Revenue, earnings and other financial measures where available. Years marked “E” are estimates.

YearRevenueGrowth
2026
2025
2024
2023
2022
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Growth signals

Equi website traffic

Latest recorded traffic for Equi is 4.7K monthly website visits, down 35.6% over the last three months. Equi's team grew 6.7% over the past year.

Latest monthly visits4.7K 3-month web change-35.6% 1-year team growth+6.7%
Summary metrics are public; monthly history is available with a demoCompare with peers →

Similar companies

Closest operating peers by Dealroom taxonomy

Company identity and context are open; selected comparison metrics preview what is available on the platform.

Showing 8 of the closest matchesCompare every metric →

Investors

20 investors on the cap table

From Dealroom's funding and investor records, grouped by the round each investor first entered.

Seed5 investors entered at this stage

Series A2 investors entered at this stage

  • Smash Capital
  • Companycap

Other known investors13 additional known investors

  • Alderbrook Companies
  • Bridgette L Smith
  • Calm Ventures
  • Eric Garland
  • f7 Ventures
  • Frontier Ventures
  • Julia Huang
  • Juliana Uto
  • Kube VC
  • Lofty Ventures
  • Meadow Ventures
  • Olivier Bonnet
  • Riverside Ventures
Team profiled 20 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 3 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Global footprint

Workforce and web traffic by country
Workforce by country
5 countries with
team presence
🇺🇸 United States75%
🇦🇪 United Arab Emirates6.3%
🇨🇦 Canada6.3%
🇨🇴 Colombia6.3%
🇭🇳 Honduras6.3%
5 countries shown

Market sentiment

Posts on X, past 7 days

An AI-synthesised read of the highest-engagement posts about Equi on X, ranked by likes and reposts, corporate channels excluded.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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