Insights

Global Expansion EquitiesFirst maintains a broad international presence with thirteen offices across eight countries, indicating a strategic focus on expanding access to diverse markets and demonstrating potential opportunities for cross-border financial solutions and localized client engagement.

Technological Integration The company employs a range of advanced web and security technologies such as Google Analytics, Bootstrap, and security headers, highlighting its commitment to digital innovation and the importance of robust IT infrastructure to support global operations and client transactions.

Market Positioning As a specialized provider of long-term equities-backed financing with a sizable revenue scale between one and ten billion dollars, EquitiesFirst presents opportunities for financial technology solutions, risk management tools, and client support services tailored to high-net-worth and institutional investors.

Leadership Growth Recent appointments of regional managing directors in South Korea, Singapore, and Beijing reflect ongoing leadership development and regional market focus, opening doors for expansion-related collaborations and localized financial offerings targeting emerging markets.

Content and Thought Leadership Through initiatives like podcasts and partnerships with organizations such as The Economist Impact, EquitiesFirst positions itself as an industry thought leader, providing opportunities for co-branded content, client education programs, and strategic communications to enhance brand engagement.

Similar companies to EquitiesFirst

EquitiesFirst Tech Stack

EquitiesFirst uses 8 technology products and services including Linkedin Insight Tag, X-XSS-Protection, HSTS, and more. Explore EquitiesFirst's tech stack below.

  • Linkedin Insight Tag
    Analytics
  • X-XSS-Protection
    Security
  • HSTS
    Security
  • Bootstrap
    UI Frameworks
  • X-Content-Type-Options
    Web & Portal Technology
  • Google Analytics
    Web Analytics
  • Contact Form 7
    Web Platform Extensions
  • Apache
    Web Servers

Media & News

EquitiesFirst's Email Address Formats

EquitiesFirst uses at least 1 format(s):
EquitiesFirst Email FormatsExamplePercentage
FLast@equitiesfirst.comJDoe@equitiesfirst.com
87%
Last@equitiesfirst.comDoe@equitiesfirst.com
10%
First.Last@equitiesfirst.comJohn.Doe@equitiesfirst.com
2%
FirstL@equitiesfirst.comJohnD@equitiesfirst.com
1%

Frequently Asked Questions

Where is EquitiesFirst's headquarters located?

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EquitiesFirst's main headquarters is located at 10 West Market Street, Suite 3050. The company has employees across 4 continents, including North AmericaAsiaOceania.

What is EquitiesFirst's phone number?

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You can contact EquitiesFirst'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 EquitiesFirst's official website and social media links?

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EquitiesFirst's official website is equitiesfirst.com and has social profiles on LinkedIn.

How much revenue does EquitiesFirst generate?

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As of December 2025, EquitiesFirst's annual revenue is estimated to be $2.6M.

What is EquitiesFirst's SIC code NAICS code?

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EquitiesFirst's SIC code is 6719 - Offices of Holding Companies, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does EquitiesFirst have currently?

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As of December 2025, EquitiesFirst has approximately 53 employees across 4 continents, including North AmericaAsiaOceania. Key team members include Chief Executive Officer, Australia: J. W.Ceo Singapore: A. Y.Chief Executive Officer, Asia: G. C.. Explore EquitiesFirst's employee directory with LeadIQ.

What industry does EquitiesFirst belong to?

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EquitiesFirst operates in the Financial Services industry.

What technology does EquitiesFirst use?

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EquitiesFirst's tech stack includes Linkedin Insight TagX-XSS-ProtectionHSTSBootstrapX-Content-Type-OptionsGoogle AnalyticsContact Form 7Apache.

What is EquitiesFirst's email format?

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EquitiesFirst's email format typically follows the pattern of FLast@equitiesfirst.com. Find more EquitiesFirst email formats with LeadIQ.

When was EquitiesFirst founded?

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EquitiesFirst was founded in 2002.

EquitiesFirst

Financial ServicesIndiana, United States51-200 Employees

EquitiesFirst* is a trusted and specialized provider of long-term equities-backed financing.  

Since 2002, we have enabled wealth creation and protection for hundreds of founders, entrepreneurs and significant shareholders of listed companies, providing valuable access to liquidity. 

We provide Progressive Capital - a flexible, attractively-priced, non-recourse alternative to borrowing from traditional lenders that allows our partners to move forward.

As a value investor managing a portfolio of public equities, our unique model of portfolio construction establishes each position through asset-backed financing provided directly to long-term, concentrated investors. EquitiesFirst is headquartered in Indianapolis, USA. 

Operating in most major financial markets, we maintain a global footprint of thirteen offices in eight countries.

*EquitiesFirst is Equities First Holdings, LLC and its subsidiaries.

Section iconCompany Overview

Headquarters
10 West Market Street, Suite 3050
Phone number
SIC Code
6719 - Offices of Holding Companies, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2002
Employees
51-200

Section iconFunding & Financials

  • $1B$10B

    EquitiesFirst's revenue is estimated to be in the range of $1B$10B

Section iconFunding & Financials

  • $1B$10B

    EquitiesFirst's revenue is estimated to be in the range of $1B$10B

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