Founded in 2019 by a team of experienced financial advisors, IEQ Capital is a wealth management firm dedicated to providing objective, client-centric advice and customized investment solutions. The firm emphasizes a partnership model, combining the intellectual capital of its team with a deep understanding of each client's unique goals to build and preserve wealth across generations. Their services encompass portfolio management, estate planning, philanthropic giving, and access to a broad range of public and private investment opportunities.

Founded in

United States