IEQ Capital Revenue
Financial Services • 
525 Market St, 11th Floor, United States • 201-500 Employees
IEQ Capital revenue & valuation
| Annual revenue | $20,900,000 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $66,900,000 |
| Total funding | No funding |
Key Contacts at IEQ Capital
Alan Zafran
Managing Partner & Founder
Megan Thorp Morales
Senior Director
Zach Thomas
Director
Jesse Wood
Managing Director
Daniel Lee
Managing Director
Kyle Wills
Associate Director
Tanner Savitsky
Director
Stephen Griffiths
Senior Director
Jennifer Kowal
Managing Director, Senior Income Tax Strategist
Andrew Venturi
Managing Director
Company overview
| Headquarters | 525 Market St, 11th Floor, San Francisco, California 94105, US |
| Phone number | +1417364764 |
| Website | |
| NAICS | 52 |
| Founded | 2019 |
| Employees | 201-500 |
| Socials |
IEQ Capital Email Formats
IEQ Capital uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@ieqcapital.com), used 52.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@ieqcapital.com | 52.5% |
{first name}{last name} | johndoe@ieqcapital.com | 42.4% |
{last name}{last name} | doedoe@ieqcapital.com | 3.2% |
About IEQ Capital
IEQ Capital is Registered Investment Advisor, with $41.7B of Collectively Managed RAUM, seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, and to generate exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations. * As of 06/30/2025, IEQ Capital, LLC (“IEQ”) manages $41.7 Billion in RAUM. IEQ RAUM as of 12/31/2024 as reported in IEQ Capital's Form ADV filed in May 2025 totaled $35.4 billion. This is for general informational purposes only and does not constitute investment, legal, or tax advice. Nothing here should be considered an offer to sell or a solicitation to buy any security or financial product from IEQ or any entity. Content should not be relied on for business, investment, or other decisions. IEQ’s products and services are intended for U.S. residents only and are not offered where unlawful.
Employees by Management Level
Total employees: 201-500
Seniority
Employees
Employees by Department
IEQ Capital has 73 employees across 11 departments.
Departments
Number of employees
IEQ Capital Tech Stack
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