Equity Shift Revenue

Financial Services • Raleigh, North Carolina, United States • 11-20 Employees

Equity Shift revenue & valuation

Annual revenue	$1,539,990
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$5,000,000
Total funding	$5,300,000

Key Contacts at Equity Shift

Abigail Roush

Director Of Customer Success

Alan Smith

Vp Of Sales

Michael Podvin

Director Of Operations

Company overview

Headquarters	434 Fayetteville Street, Suite 1150, Raleigh, North Carolina 27601, US
Phone number	+111532047
Website	equityshift.com
NAICS	52
Keywords	Legal, Options, Payments, Employee Ownership, Corporate Governance, Fundraising, Compliance, Secondaries, Block Trades, Convertible Debt, Warrants, Capitalization, Private Securities, Tender Offers, Secondary Marketplace, Primary Issuance
Founded	2019
Employees	11-20
Socials

Equity Shift Email Formats

Equity Shift uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@equityshift.com), used 25% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@equityshift.com	25%
{first initial}.{last name}	j.doe@equityshift.com	25%
{first name}.{last name}	john.doe@equityshift.com	25%
{first name}{last name}	johndoe@equityshift.com	18.8%
{first initial}	j@equityshift.com	6.2%

About Equity Shift

Equity Shift is a trusted provider revolutionizing the private markets by transforming how companies manage ownership, governance, and transactions. Our patented BITE® platform eliminates the complexity of private market operations by automating the entire process—from identity verification and KYC/AML compliance to transaction execution, payment processing and settlements, and ownership updates. By digitizing traditionally manual workflows, we empower companies, investors, brokers and RIAs, attorneys, and employee-owners to realize the full potential of their private market assets with unprecedented speed, security, and transparency. With our advanced technology, we enable companies to operate with confidence and efficiency while maintaining control and oversight throughout the process lifecycle. Equity Shift is a registered broker-dealer regulated by FINRA and operates an ATS regulated by the SEC. Unlike other private marketplace services, our platform is managed by issuers and has no listing requirements. Learn more at equityshift.com Equity Shift is a member FINRA / SIPC.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Vice President

Entry

Director

Employees by Department

Equity Shift has 11 employees across 3 departments.

Departments

Number of employees

Funding Data

Explore Equity Shift's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2023-02-11	3	N/A
2025-07-06	1	$5,300,000

Funding Insights

$5,300,000

Total funding amount

$5,300,000

Most recent funding amount

Number of funding rounds

Equity Shift Tech Stack

Discover the technologies and tools that power Equity Shift's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Underscore.js

JavaScript libraries

Slick

JavaScript libraries

WPForms

Form builders

jQuery UI

JavaScript libraries

Google Maps

Maps

Elementor

Page builders

jQuery Migrate

JavaScript libraries

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

Redux Framework

WordPress plugins

PHP

Programming languages

Frequently asked questions

Equity Shift is located in Raleigh, North Carolina, US.

You can reach Equity Shift at +111532047.

Equity Shift generates an estimated annual revenue of $1,539,990. This revenue figure reflects the company's market position and business performance in its industry.

Equity Shift has an estimated valuation of $5,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Equity Shift was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.

Equity Shift has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Equity Shift has raised a total of $5,300,000 across 2 funding rounds. This investment has helped the company grow and expand its operations.

Key Contacts at Equity Shift

Abigail Roush

Director Of Customer Success

Alan Smith

Vp Of Sales

Michael Podvin

Director Of Operations

4.8

40,000 users