Equi

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.

• Elevate every encounter - We are fiduciaries that go the extra mile to create incredible customer experiences.
• Own it - We act like owners. We demonstrate initiative, are accountable for the results of our actions, and maintain integrity between our words and our actions.
• Seek truth - We assume positive intent and commit to remain open and curious when we communicate, rather than thinking “we’re right.” This means we give kind, candid feedback.
• Raise the bar - As an elite team we produce excellent work quickly, we are relentlessly resourceful, and create compounding efficiencies wherever possible. We choose to hold ourselves to the highest standards and learn from our mistakes.
• Lift each other up - We support each other. Set ego aside and always act for the greater good of the team.
• Repair the world - “Tikkun Olam,” the Hebrew phrase for “repair the world,” embodies our commitment to leave the world a better place than we found it.

Total funding: $25m