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Equance Logo
Equance CB Rank
626899
Heat Score
59
Equance offers private management, wealth management, retirement, real estate financing, tax assistance, audit, and investments services.
Founded
obfuscation
Private Montpellier, Languedoc-Roussillon, France101-250 equance.com
Finance
Financial Services
Life Insurance
Retirement
Wealth Management
Overview

Equance
Heat Score
59

Growth Score
pts
in past quarter
Heat Score 59
-12 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 Equance

CB Rank
626899
Equance offers private management, wealth management, retirement, real estate financing, tax assistance, audit, and investments services.
Founded
obfuscation
Private Montpellier, Languedoc-Roussillon, France101-250 equance.com
Finance
Financial Services
Life Insurance
Retirement
Wealth Management

Key People

Details

Legal Name Equance SAS
Operating Status Active
Company Type For Profit
Phone Number +33-46-771-0542
Contact Email contact@equance.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Private Wealth Management Advisory
Advisory service providing personalized financial and patrimonial management strategies for individuals, including investment, retirement, tax optimization, and estate planning.
Wealth Asset Management
Management of clients' financial assets through discretionary mandates and investment strategies aligned with their risk profiles and objectives.

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 101-250 Employee Profiles 1 Board Members and Advisors 1 Contacts 26

Employee Profiles

Board Members and Advisors

News
Technology
View Tech Report

Monthly Web Visits

860
-79.38%
 in past month

IT Spend

$1.8MThis year, Equance is projected to spend $1.8M on IT, according to Aberdeen.

Actively Used Products

14Equance uses 14 technology products and services including HTML5, Wordpress, and  DigiCert, according to G2 Stack.

Active Website Tech Count

56Equance is actively using 56 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Equance's headquarters? Equance is located in Montpellier, Languedoc-Roussillon, France.Who are Equance's competitors? Alternatives and possible competitors to Equance may include Societe Generale S.A., Pictet Alternative Advisors, and  Crédit Agricole.
Who We Are
What We Do
Helpful Links
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