Equate Asset Management Revenue

Investment Management • Oakville, Ontario, Canada • 1-10 Employees

Equate Asset Management revenue & valuation

Annual revenue	$598,885
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$2,000,000
Total funding	No funding

Key Contact at Equate Asset Management

David Fruitman

Vice President & Portfolio Manager

Company overview

Headquarters	1155 North Service Rd West, Unit 11, Oakville, Ontario L6M3E3, CA
Phone number	+18443783863
Websites	equatefunds.com equateassetmanagement.com
NAICS	5231
Keywords	Fund Management, Asset Management, Investment Counsel
Founded	2016
Employees	1-10
Socials

Equate Asset Management Email Formats

Equate Asset Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@equatefunds.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@equatefunds.com	100%

About Equate Asset Management

Equate is an independent investment firm that specializes in portfolio construction. We understand the difficult trade-offs that must be made between risk and return, and work closely with our clients to achieve the optimal balance of maximizing growth to meet long-term investment objectives while minimizing risk to preserve wealth. The process of building investment solutions starts with a discussion with our clients, asking them the right questions to understand their goals. We take a team approach to the portfolio construction process: we act as architect to create the investment framework and design; as engineer to apply the proper science and math; and as contractor to pull these elements together into the finished product. We apply this process methodically, and have a clear mission to do it right. Our goal is to meet our clients’ high expectations for strong and consistent returns, while having safeguards in place to manage volatility and downside risk.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Manager

Vice President

Employees by Department

Equate Asset Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Equate Asset Management has never raised funding before.

Equate Asset Management Tech Stack

Discover the technologies and tools that power Equate Asset Management's digital infrastructure, from frameworks to analytics platforms.

Astra

WordPress themes

Google Maps

Maps

Elementor

Page builders

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

HSTS

Security

PHP

Programming languages

WordPress

Blogs

Zoho

CRM

Frequently asked questions

Equate Asset Management is located in Oakville, Ontario, CA.

You can reach Equate Asset Management at +18443783863.

Equate Asset Management generates an estimated annual revenue of $598,885. This revenue figure reflects the company's market position and business performance in its industry.

Equate Asset Management has an estimated valuation of $2,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Equate Asset Management was founded in 2016, making it 10 years old. The company has established itself as a significant player in its industry over this time.

Equate Asset Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Equate Asset Management

David Fruitman

Vice President & Portfolio Manager

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