Equi
Founded 2020 · 63 employees on LinkedIn · 11 known investors
The page shows only generic customer testimonials referencing a "Sinza" financial management platform, with no clear description of the company's own product, team, or offering. Content appears to be placeholder or template text rather than substantive company information.
Also known as Equilibrium Ventures Inc. · EquiV · Towards Equilibrium Inc.
Founders & leadership
Equi was founded in 2020 by Tory Reiss and Itay Vinik.
Investors · 11
Funding
SEC filings, press & company announcements$15M disclosed across 1 of 3 rounds · 2022
- $15MSeries AOct 2022 · 2 sources
Smash Capital (lead), Company Capital, Montage Ventures
Source ↗
Source: company announcements and press reports — follow each round's link for the claim.
Company profile
researched Aug 2026Equi is an alternative investment platform founded in 2021 and headquartered in New York. It describes itself as an SEC-registered investment advisor focused on absolute return investment vehicles, operating a technology-driven global multi-manager hedge fund platform that aims to deliver positive returns across rising, falling and flat markets. Earlier coverage described the company as a "digital family office" that uses data and technology to identify and provide access to what it characterizes as the top 0.1% of hedge fund and private credit strategies.
The platform offers uncorrelated, absolute return, portable alpha and diversified credit strategies through three product types: highly diversified multi-strategy, multi-manager funds; single access funds built around one strategy curated by Equi's investment team; and custom funds tailored to specific institutional mandates. Equi concentrates on small- and mid-size portfolio managers with roughly $100M to $2B in AUM and track records of five to ten or more years, positioning those exposures as different from those offered by large multi-manager "pod shops." Its stated process combines data-driven strategy origination, portfolio construction with defined return, factor-risk and volatility targets, due diligence intended to confirm the source, capacity and repeatability of alpha, and ongoing risk monitoring.
The company frames its investment thesis around a shift away from the traditional 60/40 stock and bond portfolio toward a core allocation of roughly 50% non-correlated alternatives, arguing that equity markets periodically experience "lost decades" in which volatility masks sideways performance.
Founding story
Equi was founded in 2021 by Tory Reiss, who serves as CEO, and Itay Vinik, who serves as CIO. Reiss is described as a three-time founder of venture-backed financial technology companies and has taught financial literacy classes for over a decade. Vinik has more than 15 years in asset management, beginning his career at UBS before managing a market-neutral hedge fund. The founders state that they invest their own personal capital alongside clients.
Business model
Equi operates as a registered investment advisor and fund platform, allocating client capital across externally managed hedge fund and private credit strategies through multi-strategy funds, single-strategy access funds and custom mandates. It also offers custom-branded evergreen fund solutions that wealth advisory firms can present to their own clients.
Traction
The company reported reaching $100M in AUM in under a year from launch as of October 2022, and stated that preliminary estimates showed its funds outperforming the S&P by almost 20% year-to-date through September 2022. Its website cites more than 14,000 strategies analyzed with under 0.1% approved, and testimonials from Betterment founder Jon Stein, Loom co-founder Shahed Khan and Awesome People Ventures founder Julia Lipton.
Latest developments
The company's site presents institutional and wealth-advisory product lines and market insight articles dated February 2025 authored by its CEO, CIO and investment team.
▸Full profile — market position, technology, go-to-market, geography, history
Market position
Equi positions itself as an alternative to bank and private wealth manager "alternatives" menus, which it characterizes as limited lists of passively held, brand-name funds, and as a source of exposures distinct from large hedge fund platforms. It targets access historically available mainly to highly resourced family offices and private hedge funds.
Stated differentiators include focus on small- and mid-size managers ($100M-$2B AUM) rather than large pod shops, absolute return strategies with low or zero beta, active management and hedging rather than buy-and-hold fund allocations, selectivity (fewer than 0.1% of reviewed strategies approved), and founder alignment through investing a majority of their liquid net worth on the platform.
Technology
Equi states that it applies advanced technology and data analysis to strategy origination, screening a large universe of manager strategies, and uses financial-engineering research for portfolio construction, intelligent risk metrics for monitoring, and streamlined technology for client experience from pre-trade through post-trade reporting. Its asset management team is described as leveraging data on more than 12,600 funds to build portfolios.
Go-to-market
Equi markets directly to investors through its website with consultation bookings and an "invest with us" flow, and separately to wealth advisory firms via white-labeled evergreen fund solutions. It publishes market commentary and educational content from its CEO, CIO and investment team, and features client testimonials from technology-industry founders and investors.
Family offices and institutional investors; wealth advisory firms seeking custom-branded fund solutions for high-net-worth clients; and individual accredited or qualified investors seeking diversified alternative portfolios.
Geography
Reported as New York-based; the company describes sourcing managers and strategies globally, and its careers page lists roles in London.
History
The company was founded in 2021 and, according to its own blog, reached $100M in assets under management in less than a year from launch. In October 2022 it announced a $15M Series A. As of early 2025 the website presents an institutional and wealth-advisory oriented offering, with published market commentary from the founders and investment team dated February 2025.
Compiled by commissioned research from 8 cited public sources — announcements, filings, and press listed under research sources below.
Key figures
latest reportedCompany-reported or press-reported figures, each dated to when it was claimed — not independently audited.
Competitors · 5
by search overlap
Companies competing with Equi for the same Google search keywords, organic and paid, via search-intersection analysis.
Timeline · 2
launches, deals, and filingsEqui announced a $15M Series A led by Smash Capital, with participation from Montage Ventures and, per the company blog, Vesey Ventures; press coverage also named Company Capital. Proceeds were intended to expand operations and business reach.
$15M source ↗
Alongside its Series A announcement, Equi stated it had become, to its knowledge, the fastest invest-tech platform to reach $100M in assets under management, achieving the milestone in less than one year from launch.
Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.
In the news
▸Research sources · 8
primary sources listed
- Equiequi.com · web
8 public sources were cited for this profile; the first-party ones are listed here.
Frequently asked questions
- What does Equi do?
- Equi is an SEC-registered investment advisor running a technology-driven multi-manager platform of uncorrelated alternative strategies.
- Who founded Equi?
- Equi was founded by Tory Reiss, Itay Vinik in 2020.
- Who are Equi's investors?
- Equi's investors include Common Ocean, f7 Ventures, Frontier Ventures, Kube VC, Montage Ventures, The Council, Vesey Ventures, Company Capital and 3 more.
- How much funding has Equi raised?
- Equi has disclosed $15M raised across 1 of its 3 known rounds.