IEQ Capital
Family Offices · Wealth Management & Financial Advisors
26open roles
Atruth index, 88 of 100
88 daysmedian time a role stays open
50+people
Overview
IEQ Capital is an independent, predominantly employee-owned registered investment adviser based in San Francisco that combines investment management with family office and wealth planning services for high-net-worth and ultra-high-net-worth families. Founded in 2019 by a team that had earlier co-founded Luminous Capital, sold to First Republic Bank in 2012, it reports about 49.9 billion dollars in regulatory assets under management, more than 330 professionals and offices in Los Angeles, Newport Beach, Atlanta, Boston and other cities. It hires wealth management associates, directors and team leads, family office leads, research associates, client onboarding specialists and product managers.
Key facts
As of Nov 13, 2026, Alion lists 26 open roles at IEQ Capital. IEQ Capital is headquartered in San Francisco, United States. It was founded in 2019.
- Open roles
- 26Its careers board, read on Nov 13, 2026
- Headquarters
- San Francisco, United StatesAlion company profile, updated Nov 13, 2026
- Founded
- 2019Alion company profile, updated Nov 13, 2026
- Employees
- 50+Alion company profile, an estimated range
How IEQ Capital hires
Truth index
A 88/100
Median time to fill
88 days
Ghost roles
12%
Stale roles
0%
Reposted roles
0%
IEQ Capital scores A on the Alion truth index (A is best, E worst), measured over 26 open roles re-checked against its own hiring board: 12% look like ghost listings, 0% have gone stale and 0% are the same role posted again. Its roles close in a median of 88 days. It measures how much of what this employer publishes turns into a real, finite search - not the employer as a workplace. How the index is computed
Jobs
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≈ $119k – $233k per year (Estimated) · In office · 4+ years exp · San Francisco
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≈ $169k – $322k per year (Estimated) · In office · 6+ years exp · Bachelor's Degree · San Francisco
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≈ $143k – $272k per year (Estimated) · In office · 6+ years exp · Bachelor's Degree · Los Angeles
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≈ $157k – $299k per year (Estimated) · In office · 6+ years exp · Bachelor's Degree · Foster City
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Visa sponsorship
0
H-1B filings in 12 months
26
Open roles in United States
In the register as IEQ CAPITAL LLC, Foster City, CA
Other sponsors in the same field
Rockefeller Capital Management 5 filings
Gresham Partners 2 filings
Callan Family Office 1 filings
Lumida Wealth Management 1 filings
See 26 open roles Alert me
US Department of Labor · latest filing Jun 3, 2025 · Visa details by country
Growth
Hiring Momentum
51/100
Stable
Open positions
26
3 opened / 8 closed in 30 days
Median time-to-fill
88 days
faster than 13% of the market
ATS activity
Every ~6 hours
Today
Hiring Dynamics
+100%
Hiring Focus
The percentage next to each role is its share of the company's job openings over the last 90 days; the arrow shows the shift versus the previous period.
Finance
70% ▼
Sales
20% ▲
HR
10% ▼
Activity Timeline
Added Microsoft Office to stack
Sep 2026
Tech stack
Technologies named in job postings at IEQ Capital over the last 12 months, by layer, with the share of postings for each.
Technologies in use
1
Postings analysed
1
Stack modernity
85/100
Languages
Python
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Connections
List
Graph
Found in company registers, site code, DNS and hiring. Each connection shows how sure we are and the evidence, with its source and date.
Shared investors
Stone Point CapitalVia a fund
Click a company to open it. Dashed lines are likely connections. The second step of the network is part of the Pro plan.
Owner
Same company
Same group
Likely
Shared investors
News
IEQ Capital Recognized in Barron's 2026 Top 100 RIA Firms Ranking
We are pleased to share that we were named to Barron's 2026 Top 100 RIA Firms, ranking No. 2 among registered investment advisers whose median client has more than $10 million in assets managed by the firm.1 As an independent wealth management firm and mu
Read more
Report
Q3 2026 Market Outlook: Positioning Portfolios in a More Resilient, Higher-Rate Environment
Markets entered the second half of 2026 with continued support from two powerful structural forces: sustained fiscal spending and elevated private-sector investment in artificial intelligence (AI). Together, these drivers have contributed to resilient eco
Read more
Report
IEQ Capital Welcomes Kim Stolz in New York
We are pleased to announce that Kim Stolz has joined IEQ Capital as Senior Managing Director, based in New York City. Stolz will advise ultra-high-net-worth individuals, families, business owners, executives, and institutions, providing personalized guida
Read more
Report
IEQ Capital Welcomes Frank Hurley as Managing Director in New York
We are pleased to announce that Frank Hurley has joined IEQ Capital as Managing Director, based in our New York office. Hurley will lead IEQ's advisor partnership and inorganic growth initiatives, with a focus on expanding our advisory presence across the
Read more
Report
IEQ Capital Welcomes Lauren Hoffman in Houston
We are pleased to announce that Lauren Hoffman has joined IEQ Capital as Managing Director, based in Houston. Hoffman will advise ultra-high-net-worth families, founders, executives, and institutions across the region, providing personalized guidance acro
Read more
Report
Key Considerations for State Tax Residency Planning as Policies Evolve
Amid ongoing shifts in state tax policy, ultra-high-net-worth individuals are increasingly focused on how residency planning may influence overall tax exposure, particularly in the context of liquidity events and geographic transitions. In our recent fire
Read more
Report
Q2 2026 Market Outlook: Navigating Volatility in a Maturing Growth Cycle
Markets entered 2026 with support from fiscal stimulus, prior monetary easing, and sustained private-sector investment in artificial intelligence and defense.¹ However a reemergence of geopolitical risk, particularly its impact on energy markets, has intr
Read more
Report
IEQ Elevate: Private Markets in an AI-Driven Environment with Hamilton Lane's Mario Giannini
At IEQ Capital, continuous learning remains central to how we guide ultra-high-net-worth families through evolving markets. Through IEQ Elevate, we engage industry leaders to examine structural shifts shaping public and private markets. Recently, we hoste
Read more
Report
Private Credit in an Increasingly Selective Market Environment
As private credit continues to evolve within institutional and ultra-high-net-worth portfolios, investors are increasingly focused on understanding how current market dynamics may influence risk, return dispersion, and manager selection. In our recent fir
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Report
Show more news
Offices
Where the company hires and what each office is for
Cities
13
Hiring now
5
Countries
1
Busiest office
San Francisco
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Headquarters
Builds here
Office with open vacancies
No open vacancies right now Tap a pin for the office
San Francisco
United States
HQ
San Francisco
11 open roles 5 posted in 90 days 10-50 est. staff
hires for Finance, Product, Management
525 Market Street, Suite 34 , San Francisco, CA, 94105
Foster City
United States
Corporate office
Foster City
7 open roles 2 posted in 90 days 10-50 est. staff
hires for Finance, Sales
950 Tower Lane, Suite 1800, Foster City, CA, 94404
Los Angeles
United States
Corporate office
Los Angeles
6 open roles 10-50 est. staff
hires for Finance, Management
11601 Wilshire Blvd, Suite 1500, Los Angeles, CA 90025
New York
United States
Regional office
New York
1 open roles 1 posted in 90 days 10-50 est. staff
hires for Finance
641 Lexington Ave, Suite 27, New York, NY 10022
Atlanta
United States
Regional office
Atlanta
1 open roles 2 posted in 90 days 1-10 est. staff
hires for Finance
3198 Cains Hill Place NW, Suite 2, Atlanta, GA 30305
Dallas
United States
Regional office
Dallas
1-10 est. staff
3131 McKinney Ave, Suite 850, Dallas, TX 75204
Boston
United States
Regional office
Boston
One Federal Street, Suite 2640, Boston, MA 02110
Lafayette
United States
Regional office
Lafayette
250 Lafayette Circle, Suite 300, Lafayette, CA 94549
Newport Beach
United States
Regional office
Newport Beach
888 San Clemente Drive, Suite 150, Newport Beach, CA 92660
How to cite this page
Alion, "IEQ Capital: key facts", as of Nov 13, 2026. https://alion.io/company/ieqcapital
These figures are published under a free licence. You may reuse them, including commercially, as long as you credit Alion and link back to this page. CC BY-SA 4.0