Insights

High Net Worth Focus Emerson Equity specializes in serving high net worth individuals and institutional clients, presenting an opportunity to tailor premium financial products and exclusive investment opportunities aligned with affluent client needs.

Growing Client Base With nearly 100 investment professionals across major markets including San Francisco, Los Angeles, Dallas, and New York, there is potential to expand client engagement through localized and personalized financial services.

Potential Reputation Risks Recent serious allegations regarding securities fraud and breach of fiduciary duty could influence client trust, indicating an opportunity to offer enhanced compliance solutions or reputation management services.

Strategic Partnerships Strong long-standing relationships with industry innovators and Wall Street banks provide a pathway for collaboration on alternative investments and private placements, expanding product offerings for clients.

Tech Infrastructure Utilizing advanced digital tools like Cloudflare, HTTP/3, and contact form solutions, Emerson Equity demonstrates a solid online presence, suggesting opportunities to upsell cybersecurity, digital engagement, or client onboarding solutions.

Emerson Equity Tech Stack

Emerson Equity uses 8 technology products and services including W3 Total Cache, RSS, Cloudflare, and more. Explore Emerson Equity's tech stack below.

  • W3 Total Cache
    Caching
  • RSS
    Content Management System
  • Cloudflare
    Content Management System
  • Cart Functionality
    E-commerce
  • Twemoji
    Font Scripts
  • jQuery Migrate
    Javascript Libraries
  • Lodash
    Javascript Libraries
  • WP Engine
    Platform As A Service

Emerson Equity's Email Address Formats

Emerson Equity uses at least 1 format(s):
Emerson Equity Email FormatsExamplePercentage
FLast@emersonequity.comJDoe@emersonequity.com
72%
Last@emersonequity.comDoe@emersonequity.com
14%
First@emersonequity.comJohn@emersonequity.com
12%
FMLast@emersonequity.comJMDoe@emersonequity.com
2%

Frequently Asked Questions

Where is Emerson Equity's headquarters located?

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Emerson Equity's main headquarters is located at 155 Bovet Road Suite 725 San Mateo, California 94402 United States. The company has employees across 3 continents, including North AmericaAsiaAfrica.

What is Emerson Equity's phone number?

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You can contact Emerson Equity's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Emerson Equity's official website and social media links?

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Emerson Equity's official website is emersonequity.com and has social profiles on LinkedIn.

How much revenue does Emerson Equity generate?

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As of March 2026, Emerson Equity's annual revenue is estimated to be $2.1M.

What is Emerson Equity's SIC code NAICS code?

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Emerson Equity's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Emerson Equity have currently?

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As of March 2026, Emerson Equity has approximately 121 employees across 3 continents, including North AmericaAsiaAfrica. Key team members include Chief Strategy Officer: S. K. S.Chief Process Officer: C. J.Chief Administrative Officer (cao): B. J.. Explore Emerson Equity's employee directory with LeadIQ.

What industry does Emerson Equity belong to?

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Emerson Equity operates in the Financial Services industry.

What technology does Emerson Equity use?

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Emerson Equity's tech stack includes W3 Total CacheRSSCloudflareCart FunctionalityTwemojijQuery MigrateLodashWP Engine.

What is Emerson Equity's email format?

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Emerson Equity's email format typically follows the pattern of FLast@emersonequity.com. Find more Emerson Equity email formats with LeadIQ.

When was Emerson Equity founded?

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Emerson Equity was founded in 2003.

Emerson Equity

Financial ServicesCalifornia, United States51-200 Employees

Emerson Equity is a full-service brokerage focused on offering high net worth individuals and institutional clients unrivaled attention, quality investment opportunities and managed broker dealer services. As a leading boutique investment firm, we’re also a trusted partner, dedicated to remaining nimble and flexible in order to fully focus on the needs of our clients. 

At Emerson Equity, we understand that nothing takes the place of a firm's ability to deliver tangible results. That's why each of our clients works directly with an investment professional who draws on the firm's broad resources to tailor a specific products and services to fit their needs.

Launched in 2003, Emerson Equity was founded with the vision of providing complete financial planning and highly personalized investment management services and inception-to-closing managing broker dealer services.  Today, Emerson Equity continues to enjoy strong growth, with nearly 100 investment professionals in locations across the country -- from San Francisco, Silicon Valley, Los Angeles, Orange County and San Diego, to Dallas, Columbus, Ohio, and New York.

We are a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Emerson Equity is also a registered Investment Advisor. 

STRATEGIC RELATIONSHIPS

At Emerson Equity, we have built valuable, long-standing strategic relationships with many of the industry’s most successful and innovative firms – from large Wall Street banks and sponsor companies, to innovators in the areas of private placements and alternative investments.  
 
Contact us today at info@emersonequity.com or 650-312-0200 to schedule a consultation where we can discuss all your financial needs.

Section iconCompany Overview

Headquarters
155 Bovet Road Suite 725 San Mateo, California 94402 United States
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
2003
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    Emerson Equity's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Emerson Equity's revenue is estimated to be in the range of $100M$250M

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