E
Equi
Makes it safe and easy to invest in a custom, diversified, and managed portfolio of private market investments
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.
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.
Funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| SERIES A✓Equity / VC | Oct 2022 | $15M | $60M | Montage Ventures · Companycap · Smash Capital | ↗ |
| SEED✓Equity / VC | Mar 2022 | $10M | $40M | GTMFund · Montage Ventures · Foundation Capital · Hustle Fund | ↗ |
Financials
Revenue, earnings and other financial measures where available. Years marked “E” are estimates.
Growth signals
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.
Similar companies
Company identity and context are open; selected comparison metrics preview what is available on the platform.
Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Seed5 investors entered at this stage
Unpopular Ventures
GTMFund
Montage Ventures
Foundation CapitalHustle Fund
Series A2 investors entered at this stage
Smash Capital
Companycap
Other known investors13 additional known investors
- ACAlderbrook Companies
Bridgette L Smith
Calm Ventures- EGEric Garland
f7 Ventures
Frontier Ventures
Julia Huang- JUJuliana Uto
Kube VC
Lofty Ventures
Meadow Ventures
Olivier Bonnet
Riverside Ventures
Source: Dealroom Talent Intelligence.
Global footprint
team presence
Market sentiment
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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