Equi: A Robo-family office platform democratizing wealth growth through alternative investments.
Location
New York City, NY, US
Founded
2020
Equi is a pioneering investment platform that focuses on providing individuals with access to alternative investments typically reserved for the ultra-wealthy. By operating as a Robo-family office, Equi offers highly curated and actively managed portfolios designed to minimize volatility and provide uncorrelated returns compared to public markets. This democratized approach allows investors to grow their wealth faster and with less market-induced stress.
Equi's investment philosophy centers on diversification through bespoke alternative investments, aiming to protect against market fluctuations. The platform is led by key partners who bring extensive experience in wealth management and alternative investments, ensuring a robust and strategic approach to portfolio construction. Equi also offers educational resources and personalized support, empowering investors with the knowledge and tools needed to make informed decisions.
Equi - Classification
Also Known As
Towards Equilibrium Inc.
NAICS
520000Finance and Insurance
SIC
6200Security And Commodity Brokers, Dealers, Exchanges, And Services
6280Services Allied With The Exchange Of Securities Or Commodities
6282Investment Advice
Show 7 more industry codes
NAICS
522000Credit Intermediation and Related Activities
522300Activities Related to Credit Intermediation
522320Financial Transactions Processing, Reserve, and Clearinghouse Activities
SIC
6000Depository Institutions
8700Engineering, Accounting, Research, Management, And Related Services
