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EQM Capital Logo
EQM Capital CB Rank
360171
Heat Score
51
EQM Capital provides wealth management and investment advisors services.
Founded
obfuscation
Private San Diego, California, United States1-10 eqmcapital.com
Advice
Financial Services
Wealth Management
Overview

EQM Capital
Heat Score
51

Growth Score
pts
in past quarter
Heat Score 51
-9 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About EQM Capital

CB Rank
360171
EQM Capital provides wealth management and investment advisors services.
Founded
obfuscation
Private San Diego, California, United States1-10 eqmcapital.com
Advice
Financial Services
Wealth Management

Key People

Details

Legal Name EQM Capital, LLC
Operating Status Active
Company Type For Profit
Founders  Jane Edmondson
Phone Number 1 858-935-6041
Contact Email info@eqmcapital.com
Diversity Spotlight 
Women Founded
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

ETF Model Portfolio Solutions
Investment solutions using Exchange Traded Funds (ETFs) designed to align with clients' risk tolerance and investment goals.
Risk-Based Models
Portfolio models that focus on strategic asset allocation to balance risk and return, optimized for long-term growth.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 1

Employee Profiles

News

News and Press

News•May 25, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$149KThis year, EQM Capital is projected to spend $149K on IT, according to Aberdeen.

Active Website Tech Count

3EQM Capital is actively using 3 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 50m, and  COVID-19.
Sub-Organizations
Frequently Asked Questions

Where is EQM Capital's headquarters? EQM Capital is located in San Diego, California, United States.Who are EQM Capital's competitors? Alternatives and possible competitors to EQM Capital may include BlackRock, Invesco, and  Envestnet.
Who We Are
What We Do
Helpful Links
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