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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

Phone Number
+1 **********
Key Metrics
Founded Year
2019
Location
Foster City, United States
Stage
Seed
Latest Funding Round
Ranked
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
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IEQ Capital's founders and board of directors

Founder? Claim Profile
The 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:

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:
Employee count trend for IEQ Capital
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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:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for FIS
FIS
1968, Jacksonville (United States), Acquired
Provider of software suite for banks and financial institutions
-
83/100
2nd
Logo for Fidelity Investments
Fidelity Investments
1946, Boston (United States), Series F
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
$4.71B
80/100
3rd
Logo for Goldman Sachs
Goldman Sachs
1869, New York City (United States), Public
Provider of financial services including investment management and wealth management
-
78/100
4th
Logo for Investec
Investec
1974, London (United Kingdom), Acquired
Provider of corporate & investment banking and wealth management services
-
77/100
5th
Logo for S&P Global
S&P Global
1917, New York City (United States), Public
Provider of essential intelligence and market analysis for global finance
-
74/100
6th
Logo for Morgan Stanley
Morgan Stanley
1935, New York City (United States), Public
Provider of wealth management, investment banking, sales, trading, and research services
-
74/100
7th
Logo for Blackstone
Blackstone
1985, New York City (United States), Public
Diversified investment management firm
-
73/100
8th
Logo for JPMorgan Chase
JPMorgan Chase
2000, New York (United States), Public
Provider of financial services to consumers and corporations
-
73/100
9th
Logo for Principal
Principal
1879, Des Moines (United States), Public
Provider of retirement, investment, and insurance products and services
-
72/100
10th
Logo for Owkin
Owkin
2016, Paris (France), Series B
Developer of agentic AI platform for biomedical research and drug development
$354M
71/100
365th
Logo for IEQ Capital
IEQ Capital
2019, Foster City (United States), Seed
Provides tax strategy, financial planning, and other services
-
44/100
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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

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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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FAQs about IEQ Capital

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