Equius Partners Inc.
Have updates for this profile? Please contribute data
= Subscriber Access Only
You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.
With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.
Equius Partners Inc. - overview
Established
1993
Location
Novato, CA, US
Primary Industry
Financial Services
About
Based in California, US, and founded in 1993 by co-founders Jeff Troutner and Phil Jonckheer, Equius Partners Inc. operates as a financial service company that specializes in offering financial planning and investment management services. In March 2023, Wealth Enhancement Group, LLC, a portfolio company of TA Associates and Onex, acquired Equius Partners Inc. As of June 2023, the company oversees more than USD1 billion in client assets led by its CEO Thomas Troutner.
Equius Partners Inc. provides portfolio and behavior management to individuals associated with long-term investing. The company also offers financial planning for families and other beneficiaries tailored to specific needs and goals. Additionally, the company specializes in generational wealth counseling, and retirement planning solutions that ensure sustainable income regardless of life events or market fluctuations, with options available for corporate plan sponsors as well.
Current Investors
Wealth Enhancement Group, LLC
Primary Industry
Financial Services
Sub Industries
Accounting Services, Investment Banking
Website
www.equiuspartners.com
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Equius Partners Inc. - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Equius Partners Inc. | - |
Displaying 1 - 1 of 1
Time to go Pro
Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.