Recent Acquisition Equius Partners was acquired by Wealth Enhancement Group in March 2023 for $1 billion, indicating potential opportunities to offer complementary financial services or technology solutions to the new parent company with a focus on wealth management integration.

Innovative Investment Approach Equius specializes in Asset Class Investing based on financial economics and behavioral finance, highlighting a client base that values sophisticated, research-driven investment strategies, ideal for targeted high-net-worth client engagement and tailored financial products.

Growth Potential With revenue estimated between $10M and $25M and a small team of 11-50 employees, Equius presents opportunities for scalable technology tools and consulting services that can support their sophisticated investment methodology and facilitate expansion.

Market Positioning As part of a niche investment management industry with peers like Pantheon and Ardian, Equius’s focus on behavioral finance and asset class investing can be leveraged to position complementary solutions that appeal to specialized asset managers and institutional investors.

Digital Infrastructure Utilizing advanced tech stacks such as Ruby on Rails, Google Analytics, and Adobe Fonts, Equius demonstrates a modern digital presence, presenting opportunities for innovative digital marketing, data analytics, and client engagement tools tailored for boutique investment firms.