IEQ Capital logo

IEQ Capital Employee Directory

Financial ServicesCalifornia, United States201-500 Employees

IEQ Capital operates as a registered investment adviser within the financial services industry, based in San Francisco, California. The firm describes its mission as transforming traditional wealth management by integrating both intellectual and emotional quotients into investment decision making and client relationships. It emphasizes a values-driven culture intended to foster connection and collaboration with clients while pursuing investment outcomes aligned with their objectives.

It positions itself as a smaller, client-focused alternative designed to minimize the distractions and constraints that can accompany larger organizations. In December 2025, IEQ Capital expanded its geographic footprint with a New York City office.

Find IEQ Capital employees' phone numbers or email addresses

IEQ Capital Global Highlights

Location
Employees

North America
307

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  • United States Of America
    307

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

IEQ Capital's Leadership

  • Stylized image of a person
    J. S.
    Partner
    Phone icon
  • Stylized image of a person
    R. S.
    Managing Partner, Founding Partner
    Phone icon
  • Stylized image of a person
    A. P.
    Senior Director, Deputy Chief Compliance Officer
    Phone icon
  • Stylized image of a person
    J. W.
    Founding Partner
    Phone icon
  • Stylized image of a person
    L. K.
    General Counsel & Chief Compliance Officer
    Phone icon
  • Stylized image of a person
    M. W.
    Partner, Chief Client Officer
    Phone icon
  • Stylized image of a person
    D. K.
    Senior Managing Director
    Phone icon
  • Stylized image of a person
    J. O.
    Managing Director
    Phone icon

IEQ Capital Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Community & Social Services
  • Business
  • Accounting
  • Other
  • Engineering

Contact profiles from IEQ Capital

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. S.
    Partner
    Phone icon
    United States
    Apr 20, 2026
  • Stylized image of a person
    R. S.
    Managing Partner, Founding Partner
    Phone icon
    Bay
    Mar 25, 2026
  • Stylized image of a person
    A. P.
    Senior Director, Deputy Chief Compliance Officer
    Phone icon
    United StatesNew York
    Jun 19, 2026
  • Stylized image of a person
    J. W.
    Founding Partner
    Phone icon
    United StatesNew Jersey
    Jun 15, 2026
  • Stylized image of a person
    L. K.
    General Counsel & Chief Compliance Officer
    Phone icon
    Feb 12, 2025
  • Stylized image of a person
    M. W.
    Partner, Chief Client Officer
    Phone icon
    UNITED KINGDOM
    Mar 16, 2026
  • Stylized image of a person
    D. K.
    Senior Managing Director
    Phone icon
    United StatesFlorida
    Jun 16, 2026
  • Stylized image of a person
    J. O.
    Managing Director
    Phone icon
    Apr 27, 2026
  • Stylized image of a person
    D. L.
    Senior Managing Director
    Phone icon
    Bay
    Jun 17, 2026
  • Stylized image of a person
    A. B.
    Senior Managing Director
    Phone icon
    United StatesMassachusetts
    Jun 16, 2026

Frequently Asked Questions

What is IEQ Capital known for?

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IEQ Capital was founded in 2019 operates in the Financial Services industry. The company's main headquarters is located in 525 Market Street 11th Floor San Francisco, California 94105 United States. Explore IEQ Capital's company overview page for more information.

What is IEQ Capital's most common email format?

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IEQ Capital employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more IEQ Capital email formats with LeadIQ.

How many employees does IEQ Capital have currently?

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IEQ Capital has approximately 338 employees as of June 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are IEQ Capital's key employees and leadership?

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As of June 2026, IEQ Capital's key employees include:

  • Partner: J. S.
  • Managing Partner, Founding Partner: R. S.
  • Senior Director, Deputy Chief Compliance Officer: A. P.
  • Founding Partner: J. W.
  • General Counsel & Chief Compliance Officer: L. K.

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