IEQ Capital stands as a prominent independent Registered Investment Advisor (RIA) that redefines the wealth management experience. By bridging the gap between traditional financial expertise—our intellectual quotient—and a deeply empathetic, client-focused approach—our emotional quotient—we provide a service model that is both sophisticated and personal.
As a predominantly employee-owned firm, IEQ Capital fosters an entrepreneurial and collaborative culture. Our professionals benefit from an environment that prioritizes long-term relationship building over transactional outcomes, ensuring that every team member is empowered to act in the best interest of the clients they serve.