Insights

Acquisition Context Equius Partners was acquired by Wealth Enhancement Group for $1B, signaling a potential interest in strategic partnerships, integration services, or advisor network collaborations to capitalize on combined assets and cross-sale opportunities.

Growth Gap With revenue in the $25M-$50M range and a small team (2-10 employees), there may be opportunities to scale through outsourced portfolio management, technology enhancements, or outsourced compliance and back-office support for growth-oriented wealth managers.

Tech Footprint Current tech stack includes WordPress, Rails, and analytics tools—suggests openness to modern marketing automation, CRM integration, and data analytics upgrades to improve lead generation, client onboarding, and performance reporting.

Market Position Positioned around Asset Class Investing with a behavioral finance foundation, presenting a potential cue for selling research platforms, risk analytics, or educational content solutions that enhance client engagement and rationale for investment decisions.

Industry Signals The independent RIA profile and exit by a larger consolidator indicate a landscape where services around integration, scale enablement, and practice management for mid-sized RIAs could be valuable to peers considering succession, M&A readiness, or platform migration.

Equius Partners Tech Stack

Equius Partners uses 8 technology products and services including WordPress, Google Fonts API, OWL Carousel, and more. Explore Equius Partners's tech stack below.

WordPress
Content Management System
Google Fonts API
Font Scripts
OWL Carousel
Javascript Libraries
Underscore.js
Javascript Libraries
Google Tag Manager
Tag Management
Google Analytics
Web Analytics
Adobe Fonts
Web Fonts
Ruby on Rails
Web Frameworks

Media & News

Wealth Enhancement Group acquires Equius Partners, Inc. for $1B.
Wealth Enhancement Group, a national independent wealth management firm with more than $63.8 billion in total client assets, announced the acquisition of Equius Partners, Inc. an independent RIA based in Novato, CA.
Mar 29, 2023 | www.prnewswire.com

Equius Partners's Email Address Formats

Equius Partners uses at least 1 email format:

Equius Partners Email Formats	Example	Percentage
First@equiuspartners.com	John@equiuspartners.com	100%

Frequently Asked Questions

What is Equius Partners's phone number?

You can contact Equius Partners's main corporate office by phone at

+1-415-382-****

. 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 Equius Partners's official website and social media links?

Equius Partners's official website is equiuspartners.com and has social profiles on LinkedIn.

How much revenue does Equius Partners generate?

As of September 2026, Equius Partners's annual revenue is estimated to be $25M - $50M.

What is Equius Partners's NAICS code?

Equius Partners's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Equius Partners have currently?

As of September 2026, Equius Partners has approximately 8 employees across 2 continents, including North America and Europe. Key team members include Owner: L. H., Senior Wealth Advisor: A. G. and Senior Wealth Advisor: J. Z. A. Explore Equius Partners's employee directory with LeadIQ.

What industry does Equius Partners belong to?

Equius Partners operates in the Investment Management industry.

What technology does Equius Partners use?

Equius Partners's tech stack includes WordPress, Google Fonts API, OWL Carousel, Underscore.js, Google Tag Manager, Google Analytics, Adobe Fonts and Ruby on Rails.

What is Equius Partners's email format?

Equius Partners's email format typically follows the pattern of First@equiuspartners.com. Find more Equius Partners email formats with LeadIQ.

Equius Partners

Q: What is Equius Partners's official website and social media links?

Equius Partners's official website is equiuspartners.com. Equius Partners has social profiles on LinkedIn.

Q: How many employees does Equius Partners have currently?

Equius Partners has approximately 8 employees.

Q: What technology does Equius Partners use?

Equius Partners's tech stack includes Backbone.js, jQuery, Google Analytics, Font Awesome, OWL Carousel.

Q: What is Equius Partners's NAICS code?

Equius Partners's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementCalifornia, United States2-10 Employees

Equius Partners is an investment management firm based in Novato, California. Founded by founders who transitioned from traditional Wall Street practices in the early 1990s, the firm embraces Asset Class Investing, a methodology built on financial economics and behavioral finance to guide its investment approach. With a small professional footprint, the company serves clients seeking a distinctive investment framework that emphasizes market perspectives, intellectual rigor, and healthy skepticism toward the industry. A notable recent development is the announcement that Wealth Enhancement Group acquired Equius Partners, indicating a strategic transition within the independent wealth management landscape.