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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
321

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  • United States Of America
    321

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

IEQ Capital's Leadership

  • General Counsel & Chief Compliance Officer at IEQ Capital
    L. K.
    General Counsel & Chief Compliance Officer
    Mobile Phone
  • Partner, Chief Client Officer at IEQ Capital
    M. W.
    Partner, Chief Client Officer
    Mobile Phone
  • Managing Director at IEQ Capital
    J. O.
    Managing Director
    Mobile Phone
  • Senior Managing Director at IEQ Capital
    D. L.
    Senior Managing Director
    Mobile Phone
  • Associate Director at IEQ Capital
    J. C.
    Associate Director
    Mobile Phone
  • Associate Director, Marketing at IEQ Capital
    A. M.
    Associate Director, Marketing
    Mobile Phone
  • Senior Director at IEQ Capital
    A. S.
    Senior Director
    Mobile Phone
  • Associate Director - Billing Operations at IEQ Capital
    D. T.
    Associate Director - Billing Operations
    Mobile Phone

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
Location
Last Update
  • Senior Associate at IEQ Capital
    M. Z.
    Senior Associate
    Mobile Phone
    Bay
    Jun 10, 2026
  • Senior Associate at IEQ Capital
    D. B.
    Senior Associate
    Mobile Phone
    Jun 25, 2026
  • Business Analyst - Platform Optimization at IEQ Capital
    C. Y.
    Business Analyst - Platform Optimization
    Mobile Phone
    Bay
    Aug 25, 2026
  • Senior Director, Vp Of Finance at IEQ Capital
    C. F.
    Senior Director, Vp Of Finance
    Mobile Phone
    Bay
    Aug 20, 2026

Frequently Asked Questions

What is IEQ Capital known for?

Minus sign iconPlus sign iconIEQ Capital was founded in 2019 and operates in the Financial Services industry. Explore IEQ Capital's company overview page for more information.

What is IEQ Capital's most common email format?

Minus sign iconPlus sign iconIEQ Capital employees' email format typically follows the pattern of FLast@ieqcapital.com. 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?

Minus sign iconPlus sign iconIEQ Capital has approximately 370 employees as of August 2026. These team members are located across 2 continents, including North America and Europe.

Who are IEQ Capital's key employees and leadership?

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

  • General Counsel & Chief Compliance Officer: L. K.
  • Partner, Chief Client Officer: M. W.
  • Managing Director: J. O.
  • Senior Managing Director: D. L.
  • Associate Director: J. C.

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