Insights

Acquisition history Equity Fund Research was acquired by Fiera Capital in spring 2018, signaling potential shifts in service needs, integration efforts, and possible consolidation of tech and data suppliers.

Low headcount With a reported employee range of 0-1, there may be limited in-house resources for client onboarding, product implementation, or ongoing support, presenting opportunities for outsourced data, analytics, or white-glove services.

Revenue range Annual revenue is under 10 million, indicating a mid-sized niche player potentially seeking scalable, cost-effective data, research tools, compliance solutions, or cross-sell of broader capital markets offerings.

Tech footprint Current stack includes DreamWeaver, PHP, Apache, and related hosting/SMTP tools, suggesting opportunities for modernization projects, API integrations, or migration services to contemporary platforms.

Market positioning Operates in financial services with peers that include mid-to-large research and data firms; potential for competitive benchmarking, targeted data subscriptions, or analytics partnerships to bolster product competitiveness.

Similar companies to Equity Fund Research

Equity Fund Research Tech Stack

Equity Fund Research uses 6 technology products and services including DreamWeaver, SMTP.com, PHP, and more. Explore Equity Fund Research's tech stack below.

  • DreamWeaver
    Editors
  • SMTP.com
    Email Delivery
  • PHP
    Programming Languages
  • Ipage
    Web Hosting
  • Apache
    Web Servers
  • Apache HTTP Server
    Web Servers

Equity Fund Research's Email Address Formats

Equity Fund Research uses at least 0 email formats:
Equity Fund Research Email FormatsExamplePercentage

Frequently Asked Questions

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

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Equity Fund Research's official website is efrllc.com and has social profiles on LinkedIn.

How much revenue does Equity Fund Research generate?

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As of August 2026, Equity Fund Research's annual revenue is estimated to be <$10M.

What is Equity Fund Research's SIC code and NAICS code?

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

How many employees does Equity Fund Research have currently?

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As of August 2026, Equity Fund Research has approximately 1 employees across 1 continents, including North America. Key team members include Principal: T. S. Explore Equity Fund Research's employee directory with LeadIQ.

What industry does Equity Fund Research belong to?

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Equity Fund Research operates in the Financial Services industry.

What technology does Equity Fund Research use?

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Equity Fund Research's tech stack includes DreamWeaver, SMTP.com, PHP, Ipage, Apache and Apache HTTP Server.
Equity Fund Research logo

Equity Fund Research

Financial ServicesMassachusetts, United States0-1 Employees

Equity Fund Research is a financial services company based in Winchester, Massachusetts, operating within the investment research sector. The firm appears to focus on fund-related research, with ties to managing or supporting an equity fund and related investment activities. Its reported location is in Massachusetts, and it has a very small organizational footprint, indicating a minimal full-time staff presence. A notable development in its recent history is that it was acquired by Fiera Capital in early 2018, with implications for its managerial and product relationships, including the potential transfer of governance for its equity fund CGOV. The company’s identifying information places it in a competitive landscape alongside other investment research and data firms serving financial professionals and institutions in the United States.

Section iconCompany Overview

Website
efrllc.com
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Employees
0-1

Section iconFunding & Financials

  • <$10M

    Equity Fund Research's revenue is estimated to be in the range of <$10M

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