Equi

Alternative investments app

Equi logo
1-20 employees
  • Fintech
  • Investing
  • Financial Services
Aberdeen, UK

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Company mission

To offer access to the highest quality private market products.

Our take

When investing, individuals tend towards passive indexes of stocks and bonds, but the wealthy elite rely on complex portfolios of alternative investments – which is where they make most of their returns. These portfolios rely on teams of skilled investment professionals and carry large operating expenses, making them inaccessible to the average investor. Equi uses technology to mimic these teams; providing access to portfolios of diverse and typically inaccessible investments for individuals to make the most of their money.

Equi was founded in 2020 in response to the lack of diversified portfolios for the average investor. Its original product still required significant funds, with a minimum investment of $1 million, but the company has reduced this by over half to $350k. With this change, the company now caters for all accredited investors, which represent roughly 1 in 10 households in the US. Its ultimate goal is to present portfolios for all individual investors.

Past funding raised by Equi went towards the reduction in minimum investment, and it can be expected that further rounds would also contribute towards its goal of providing alternative investment access for everyone. Its flagship portfolio boasts an impressive annual target return between 17 and 23% and the company received significant investment over 2022, though only time can tell whether Equi can continue to deliver such high returns across long periods.

Kirsty headshot

Kirsty

Company Specialist at Welcome to the Jungle

Benefits

  • Health insurance, including dental and vision plans
  • Learning and development budget
  • Flexible holidays and a generous time off policy

Funding (2 rounds)

Oct 2022

$15m

SERIES A

Mar 2022

$10m

SEED

Total funding: $25m

This company has top investors

Leadership

Tory Reiss

(CEO)

Co-founded TrustToken and Harvest Money, where they were also CEO. Extensive experience in Sales.

Itay Vinik

(CIO)

Co-founded United Global Advisors, where they were also CIO and Portfolio Manager. Former Wealth Analyst with UBS.