IEQ Capital - About the company
IEQ Capital is a seed company based in Foster City (United States), founded in 2019 by Alan Zafran. It operates as a Provides tax strategy, financial planning, and other services. IEQ Capital has raised an undisclosed amount in funding. The company has 10497 active competitors, including 272 funded and 968 that have exited. Its top competitors include companies like FIS, Fidelity Investments and Goldman Sachs.
Company Details
- Website
- ieqcapital.com
- Phone Number
- +1 **********
Key Metrics
Founded Year
2019
Location
Foster City, United States
Stage
Seed
Latest Funding Round
Investors
Ranked
365th among 10497 active competitors
Employee Count
315 as on Mar 31, 2026
Investment & Acquisitions
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IEQ Capital's funding and investors
IEQ Capital has raised funding over 1 round. Its latest funding round was a Seed round on Jan 23, 2023 for $*****. 1 investor participated in its latest round. IEQ Capital has 1 institutional investor.
Here is the list of recent funding rounds of IEQ Capital:
Date of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
Jan 23, 2023 | 8971737 | Seed | 5075900 | 9266010 | 1236125 | 1373736 |
View details of IEQ Capital's funding rounds and investors
IEQ Capital's founders and board of directors
Founder? Claim ProfileThe founders of IEQ Capital is Alan Zafran. Alan Zafran is the CEO of IEQ Capital.
Here are the details of IEQ Capital's key team members:
- Alan Zafran: Co-CEO & Founder of IEQ Capital.
View details of IEQ Capital's Founder profiles and Board Members
IEQ Capital's employee count trend
IEQ Capital has 315 employees as of Mar 26. Here is IEQ Capital's employee count trend over the years:
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IEQ Capital's Competitors and alternates
Top competitors of IEQ Capital include FIS, Fidelity Investments and Goldman Sachs. Here is the list of Top 10 competitors of IEQ Capital, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | FIS 1968, Jacksonville (United States), Acquired | Provider of software suite for banks and financial institutions | - | 83/100 | |
2nd | Fidelity Investments 1946, Boston (United States), Series F | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | $4.71B | 80/100 | |
3rd | Goldman Sachs 1869, New York City (United States), Public | Provider of financial services including investment management and wealth management | - | 78/100 | |
4th | Investec 1974, London (United Kingdom), Acquired | Provider of corporate & investment banking and wealth management services | - | 77/100 | |
5th | S&P Global 1917, New York City (United States), Public | Provider of essential intelligence and market analysis for global finance | - | 74/100 | |
6th | Morgan Stanley 1935, New York City (United States), Public | Provider of wealth management, investment banking, sales, trading, and research services | - | 74/100 | |
7th | Blackstone 1985, New York City (United States), Public | Diversified investment management firm | - | 73/100 | |
8th | JPMorgan Chase 2000, New York (United States), Public | Provider of financial services to consumers and corporations | - | 73/100 | |
9th | Principal 1879, Des Moines (United States), Public | Provider of retirement, investment, and insurance products and services | - | 72/100 | |
10th | Developer of agentic AI platform for biomedical research and drug development | $354M | 71/100 | ||
365th | IEQ Capital 2019, Foster City (United States), Seed | Provides tax strategy, financial planning, and other services | - | 44/100 |
Looking for more details on IEQ Capital's competitors? Click here to see the top ones
IEQ Capital's Investments and acquisitions
IEQ Capital has made 1 investment in VulcanForms and acquired EPIQ.Reports related to IEQ Capital
Here is the latest report on IEQ Capital's sector:
News related to IEQ Capital
Media has covered IEQ Capital for a total of 90 events in the last 1 year, 85 of them have been about company updates and 1 about people movement.
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IEQ Capital's Robert Skinner Recognized by Forbes as a Top 10 Wealth Advisor in AmericaPR Newswire•Apr 21, 2026•IEQ Capital
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VulcanForms Secures $220 Million to Expand US Digital Metal Manufacturing PlatformMiningstockeducation•Jan 30, 2026•Eclipse, Vulcan Forms, 1789 Capital, Thewashingtonharbour and 2 others
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Ieq Capital LLC Acquires 28,181 Shares of Abbott Laboratories $ABTMarketBeat•Dec 12, 2025•IEQ Capital, Abbott, McKesson, Citi and 4 others
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Ieq Capital LLC Raises Position in Spotify Technology $SPOTMarketBeat•Dec 12, 2025•Spotify, IEQ Capital, Quantinno, Munro Partners and 3 others
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Delta Air Lines, Inc. $DAL Shares Acquired by Ieq Capital LLCMarketBeat•Dec 12, 2025•IEQ Capital, Delta, The Home Depot, GMT Capital and 3 others
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Diadema Partners LP Acquires New Shares in Merck & Co., Inc. $MRKMarketBeat•Dec 10, 2025•Merck, Diadema Partners, Hubrpw, IEQ Capital and 4 others
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Ossiam Acquires 12,596 Shares of Accenture PLC $ACNMarketBeat•Dec 09, 2025•Ossiam, Accenture, IEQ Capital, Benjamin F. Edwards and 13 others
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Tata, Cyient & Applied Materials win ₹4,500 cr mandate to modernise India’s lone chip fabLivemint•Dec 04, 2025•Cyientsemi, Tata Electronics, Applied Materials, IEQ Capital and 1 other
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Baird Financial Group Inc. Acquires 67,158 Shares of Johnson & Johnson $JNJMarketBeat•Dec 04, 2025•Bairdfinancialgroup, Johnson & Johnson, IMCO, SEI and 5 others
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