Insights

Asset-backed financing EquitiesFirst specializes in long-term equities-backed financing and has a global footprint with offices in eight countries, suggesting strong cross-border deal potential and opportunities to position non-recourse liquidity solutions to founders and major shareholders seeking liquidity without selling equity.

High revenue scope With reported revenue in the multi-billion dollar range, EquitiesFirst demonstrates substantial deal capacity and willingness to deploy capital, indicating potential for larger-ticket funding programs, strategic partnerships, or co-investment opportunities.

Founder and shareholder focus The firm targets founders, entrepreneurs and significant shareholders, signaling sales efforts should emphasize liquidity planning, wealth protection, and succession-friendly financing options tailored to concentrated equity positions.

Global expansion Recent leadership appointments and office presence in key regions (MENA, Asia-Pacific, Singapore, Beijing, South Korea) point to ongoing geographic expansion; leverage these signals to propose regional advisory services, local partnerships, or country-specific regulatory-compliant financing solutions.

Thought leadership Active podcast collaborations with Economist Impact and media mentions indicate a brand-building stance; leverage content-driven outreach to align sales pitches with market trends, risk-aware investing, and social-investment initiatives to engage sophisticated investors.

Similar companies to EquitiesFirst

EquitiesFirst Tech Stack

EquitiesFirst uses 8 technology products and services including LinkedIn Ads, Amazon Web Services, WordPress, and more. Explore EquitiesFirst's tech stack below.

Media & News

EquitiesFirst's Email Address Formats

EquitiesFirst uses at least 4 email formats:
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

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 August 2026, EquitiesFirst's annual revenue is estimated to be $1B - $10B.

What is EquitiesFirst's SIC code and NAICS code?

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EquitiesFirst's SIC code is 6282 - Investment Advice and NAICS code is 52 - Finance and Insurance.

How many employees does EquitiesFirst have currently?

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As of August 2026, EquitiesFirst has approximately 50 employees across 5 continents, including North America, Asia and Oceania. Key team members include Chief Executive Officer, Australia: J. W., Chief Executive Officer Singapore: A. Y. and 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 Ads, Amazon Web Services, WordPress, Cookiebot, Salesforce, Shopify, WP Engine and X-XSS-Protection.

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 logo

EquitiesFirst

Financial ServicesIndiana, United States11-50 Employees

EquitiesFirst delivers financing secured by long-term equity holdings, arranging asset-backed structures for investors. Since 2002, the company has helped founders, entrepreneurs, and large shareholders of listed companies access liquidity to preserve and grow wealth. Its Progressive Capital offering provides a non-recourse funding option that serves as an alternative to traditional lenders, enabling clients to move forward.

The firm is headquartered in Indianapolis, Indiana, and maintains a global footprint with thirteen offices across eight countries, serving major financial markets. In 2024, EquitiesFirst announced the appointment of Andrew Stevens as Principal Representative for the Middle East and North Africa region, indicating expansion into that market.

Section iconCompany Overview

Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
2002
Employees
11-50

Section iconFunding & Financials

  • $1B - $10B

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

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