IEQ Capital

IEQ Capital is a Registered Investment Advisor based in Foster City, California. The company has 173 employees and generates approximately $50 million in annual revenue. IEQ Capital is an independent, predominantly employee-owned company that operates under a fiduciary standard, prioritizing its clients' interests. IEQ Capital seeks to revolutionize traditional wealth management by integrating Intellectual and Emotional Quotient into its investment strategies. Their aim is to deliver exceptional investment results through a values-oriented culture that emphasizes connection and collaboration with clients. The firm focuses on helping clients achieve their investment objectives without the potential limitations that may arise in larger organizations. IEQ Capital manages assets under its responsibility (RAUM) totaling $23.5 billion as of December 31, 2023. The company's assets under management grew to $25.5 billion as of March 31, 2024. For more information about IEQ Capital and its services, please visit their website at ieqcapital.com.