E
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.
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
Valuation & funding
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 | ↗ |
| SEED✓Equity / VC | Feb 2021 | $0 | — | Unpopular Ventures | — |
Financials
Revenue and workforce over time
Available revenue and workforce history. Fields without reported data are omitted.
| Year | Revenue | Growth | Employees |
|---|---|---|---|
| 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 |
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.
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.
Talent graph
Equi's talent
Source: Dealroom Talent Intelligence.
Global footprint
Where Equi has talent and traffic
team presence
In the news
Latest news about Equi
Recent press, funding announcements, and product moves mentioning Equi — open to read from the original sources.
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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