Last deal

Amount

Private Equity

Stage

19.01.2023

Date

1

all rounds

date founded

Financing round

General

About Company
IEQ Capital is a Registered Investment Advisor with $17.7 billion in assets under management.

Industry

Sector :

Subsector :

Keywords :

founded date

01.01.2019

Number of employees

Company Type

For Profit

Last funding type

Private Equity

IPO status

Private

Description

Provider of wealth management services intended for results driven by a values-oriented culture that fosters connection and collaboration with clients. The company offers estate planning, tax strategy, financial planning and a network of professional services, investment, legal, accounting and tax consulting.
Legal Names

Legal name

IEQ Capital LLC.
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Financials

Funding Rounds
1
1

Number of Funding Rounds

Their latest funding was raised on 19.01.2023. Their latest investor Stone Point Capital. Their latest round Private Equity

Date 
Funding Round 
Investors 
Money Raised 
Lead 
Stone Point Capital

Stone Point Capital

Stone Point Capital is a private equity firm that invests in global financial services businesses.

Sector

Investment Banking and Brokerage Services

Subsector

Asset Managers and Custodians

Keywords

Financial Services, Finance, Venture Capital

Location

Greenwich, CT, USA

count Of Investments

72

count Of Exists

24
Co-Investors
Investors
1
1

Number of lead investors

1

Number of investors

Investor 
Lead 
Round 
Partners 
Stone Point Capital

Stone Point Capital

Stone Point Capital is a private equity firm that invests in global financial services businesses.

Sector

Investment Banking and Brokerage Services

Subsector

Asset Managers and Custodians

Keywords

Financial Services, Finance, Venture Capital

Location

Greenwich, CT, USA

count Of Investments

72

count Of Exists

24
James Carey

James Carey

James D. Carey has served as a director since November 2013, and previously served as a director of Enstar from its formation in 2001 until 2007. Mr. Carey is a senior principal of Stone Point Capital LLC, a private equity firm based in Greenwich, Connecticut. Stone Point Capital serves as the manager of the Trident Funds, investment partnerships that invest exclusively in the financial services industry. In addition to the Enstar board, Mr. Carey currently serves on the boards of Asset Allocation and Management Company, L.L.C., Citco III Limited, Eagle Point Credit Management LLC, Sedgwick Claims Management Services, Inc. and Privilege Underwriters Inc. He previously served as a director of Alterra Capital Holdings Limited and as non-executive chairman of PARIS RE Holdings Limited.

current job

Stone Point Capital
Stone Point Capital

People

Employee Profiles
1
Eric Harrison

Eric Harrison

Co-CEO & Founder

Activity

Recent News
4
News Timeline

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