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Equi

Fintech · San Francisco, United States · Founded 2020

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

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.

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.

Keywords: Financial Services, Alternative Investments, Portfolio Diversification, Market Volatility, Active Management, Overlay Hedging Strategy, Portfolio Rebalancing, Investment Advice, Client Alignment, Startup.

Valuation $0–100M
Revenue $1–10M
Headcount <100
Total funding $10–50M
Unlock exact values This page shows ranges. Dealroom has the exact numbers for Equi and the history behind them.

Company overview

Equi company information

The essential company record, classifications and operating signals in one place.

Status
Operational
Founded
2020
Headquarters
San Francisco, United States
Employees
64
Open positions
1
Dealroom signal
88.1
client focusb2bsub industryWealth Managementbusiness modelMarketplace & ecommerceindustryFintechsectorAlternative InvestmentssectorInvesting in Startupssectordeal execution

Valuation & funding

Equi funding history

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
SEEDEquity / VC Feb 2021 $0 Unpopular Ventures
Showing 3 recorded eventsUnlock the complete deal history →

Financials

Revenue and workforce over time

Available revenue and workforce history. Fields without reported data are omitted.

YearRevenueGrowthEmployees
2026 $7.3M 0% 64
2025 $7.3M 0% 60
2024 $7.3M 0% 52
2023 $7.3M +101.7% 60
2022 $3.6M 34
Company filings, research estimates and Dealroom dataOpen the full financial model →

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%
Monthly website visits46 observations · Oct 2022–Jul 2026
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Comparisons

Equi compared with similar companies

Dealroom’s weighted taxonomy model identifies the closest operating peers. Company identity and context stay open; selected comparison metrics preview what is available in the platform.

Showing 8 of the closest matchesCompare every metric →

Talent graph

Equi's talent

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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.

Investors

20 investors on Equi's cap table

Sourced from Dealroom's funding and investor records. Investor profile links are shown where available.

Seed 5 investors entered at this stage
Unpopular Ventures
GTMFund
Montage Ventures
Foundation Capital
Hustle Fund
Series A 2 investors entered at this stage
Smash Capital
Companycap
Other known 13 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

Global footprint

Where Equi has talent and traffic

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

In the news

Latest news about Equi

Recent press, funding announcements, and product moves mentioning Equi — open to read from the original sources.

See all news

Market sentiment

What the market is saying about Equi

An AI-synthesized read of the highest-engagement posts about Equi on X over the past 7 days. We rank by likes & retweets, ignore corporate channels, and surface the themes that broke out from real people.

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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