EPIQ Capital Group

  • Investment Bank/Securities Brokerage
  • San Francisco CA
  • 62 employees
  • Investment Management
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Company Overview

Headquarters
1 Lombard St, San Francisco CA
Website
epiqcg.com
Phone
(415) 433-3747
Employees
62
Founded in
2018
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 52 Companies
NAICS Code 523 Companies
NAICS Code 52393 Companies
NAICS Code 5239 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$7B

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Who is EPIQ Capital Group

EPIQ Capital Group is a multi-family office and investment firm based in San Francisco, California. The company employs 62 people and generates $6.6 million in annual revenue. EPIQ Capital Group provides bespoke solutions, exclusive access, and personalized care to the most successful professionals and their families. Their services are designed to simplify the financial lives of their clients, delivering an experience that goes beyond wealth management. EPIQ Capital Group distinguishes itself through its commitment to integrity, excellence, and growth. The company acts as a trusted fiduciary and advocate for its clients, aiming to redefine the wealth management landscape with a focus on personalized service. For more information, visit EPIQ Capital Group's website at epiqcg.com.

Company Leadership

chad boeding

founder

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Jennifer Forster

Partner

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Chad Boeding

Chief Executive Officer

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Derek Jensen

VP of Finance

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EPIQ Capital Group Tech Stack

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FAQ

What is the location of EPIQ Capital Group's headquarters?
The headquarters of EPIQ Capital Group are situated at 1 Lombard St, San Francisco CA
What is EPIQ Capital Group's phone number?
EPIQ Capital Group's contact number is (415) 433-3747.
What is EPIQ Capital Group's official website?
The official website of EPIQ Capital Group can be found at epiqcg.com.
What is EPIQ Capital Group's current revenue?
As of March 2019, EPIQ Capital Group's annual revenue reached $7B.
How many employees does EPIQ Capital Group currently have?
EPIQ Capital Group employs approximately 62+ people as of March 2019
Which industries is EPIQ Capital Group primarily operating in?
EPIQ Capital Group operates in the following industries: Investment Management
Who is the founder of EPIQ Capital Group?
EPIQ Capital Group's founder is chad boeding
When was EPIQ Capital Group founded?
EPIQ Capital Group was founded in 2018.

Employee Directory

Key Employees

Christopher Jackson

Partner

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Vikas Doddapaneni

Director

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Nichole Teltschik

Investment Operations Associate

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