IEQ Capital Tech Stack

RIA managing $47.1B in assets, modernizing wealth management operations

Financial Services San Francisco, California 201–500 employees Founded 2019 Privately Held

IEQ Capital is a registered investment advisor managing $47.1B in client assets, built on Salesforce, Addepar, and a Python/React stack. The company is actively replacing Salesforce while scaling finance and engineering teams—a signal of internal platform modernization away from legacy CRM constraints. Their project roadmap (AI-ready platform, scalable workflow automation, alternative investment monitoring) and pain points (manual processes, system friction, HR data accuracy) indicate they're rebuilding operational infrastructure to match their growth from $35.4B to $47.1B in RAUM over one year.

Tech Stack 15 technologies

Core StackSalesforce Python Apex Greenhouse NetSuite Expensify React Next.js Node.js Addepar Excel R SQL CI/CD LinkedIn Recruiter

ReplacingSalesforce

What IEQ Capital Is Building

◆Challenges

Limitations of larger organizations
Transforming traditional wealth management
Hr data accuracy and compliance
Reducing system friction
Reducing manual operational processes
Automation opportunities
Building talent pipeline
Enhancing compliance
Streamlining workflows
Reducing transaction errors

▲Active Projects

Portfolio analysis and trade execution
Migrate active process builders to flows
Improve efficiency across all platforms
Scalable workflow automation
Performance and asset allocation reporting
Platform initiatives
Monitoring alternative investments
Ai-ready platform
Equity compensation modeling
Conducting due diligence on public and alternative investments

Hiring Activity

Accelerating45 roles · 25 in 30d

Department

Finance

Engineering

Product

Research

Executive

Operations

Ops

Seniority

Senior

Mid

Director

Junior

Lead

Staff

Notable leadership hires: Team Lead

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About IEQ Capital

IEQ Capital operates as a registered investment advisor managing $47.1B in collectively managed assets for U.S. clients. Founded in 2019 and based in San Francisco, the firm serves wealth management clients through a technology-enabled approach combining portfolio analysis, trade execution, and asset allocation reporting. The organization spans 201–500 employees across finance, engineering, product, research, and operations. Active hiring in finance and technical roles reflects ongoing expansion in compliance, workflow automation, alternative investment due diligence, and equity compensation modeling.

HeadquartersSan Francisco, California

Company Size201–500 employees

Founded2019

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does IEQ Capital use?

Core tools: Salesforce, Addepar, Excel, Python, R, React, Next.js, Node.js, SQL. Also use NetSuite, Greenhouse, Expensify, and CI/CD for deployment. Currently replacing Salesforce.