Insights

Acquisition History Equity Fund Research was acquired by Fiera Capital in 2018, indicating potential alignment with parent company initiatives and channel opportunities through Fiera's sales networks or portfolio clients.

Small Scale Buyer With a lean team and revenue in the 0-10M range, the firm represents a niche target for cost-effective solutions, services, or platforms that deliver scale without high implementation overhead.

Fund Management Focus The business centers on fund research and management, suggesting opportunities in analytics, data feeds, portfolio optimization tools, risk analytics, and compliance solutions tailored to asset managers.

Tech Footprint The tech stack includes web technologies like PHP and DreamWeaver with Apache servers, signaling potential needs for modernization, hosting optimization, security hardening, and hosted data services.

Market Positioning Comparable firms in the space show sizable revenues and employee bases; positioning opportunities exist to offer scalable solutions that help compete with larger providers on analytics, reporting, and data completeness.

Equity Fund Research Tech Stack

Equity Fund Research uses 5 technology products and services including DreamWeaver, PHP, Ipage, and more. Explore Equity Fund Research's tech stack below.

  • DreamWeaver
    Editors
  • PHP
    Programming Languages
  • Ipage
    Web Hosting
  • Apache HTTP Server
    Web Servers
  • Apache
    Web Servers

Equity Fund Research's Email Address Formats

Equity Fund Research uses at least 1 format(s):
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 July 2026, Equity Fund Research's annual revenue is estimated to be <$10M.

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

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

How many employees does Equity Fund Research have currently?

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As of July 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 DreamWeaverPHPIpageApache HTTP ServerApache.
Equity Fund Research logo

Equity Fund Research

Financial ServicesMassachusetts, United States1 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
1

Section iconFunding & Financials

  • <$10M

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

Section iconFunding & Financials

  • <$10M

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

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