Strategic Acquisition IEQ Capital LLC is acquiring EPIQ Capital Group to create a combined $32B in assets under management, signaling a shift in ownership and potential for cross-selling opportunities across a larger client base and expanded product capabilities.

Wealth Management Focus EPIQ operates as a multi-family office with bespoke, fiduciary-focused services, presenting opportunities to sell integrated family office solutions, succession planning, and bespoke investment strategies to high-net-worth professionals and families.

Rapid Growth Footprint Recent expansion includes new offices in Dallas and ongoing integration with IEQ Capital, indicating a growth agenda and potential for geographic cross-selling, enhanced service coverage, and pilot programs in new markets.

Tech Enabled Tech stack includes Salesforce, Adobe Experience Cloud, WordPress, Shopify, OpenAI, and DocuSign, suggesting readiness for enhanced client experience, automated onboarding, and AI-driven advisory tooling as value-adds to attract new clients.

Funding & Leadership Revenue range and notable leadership hires such as a President and Partner with high-profile banking ties point to credibility and potential for selling premium advisory capabilities, credit facilities, and exclusive investment access.