EquBot
EquBot is a San Francisco-based fintech founded in 2017 that builds AI-driven investment products—including the AIEQ ETF, Portfolios as a Service, Indexes, Signals, and ESG Solutions—for institutional investors such as asset managers, hedge funds, and family offices, leveraging IBM Watson technology.
- Company typePrivate
- Founded2017
- HeadquartersSan Francisco, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What EquBot does
EquBot is a San Francisco-based fintech company founded in 2017 that builds AI-driven investment products for institutional clients, including asset managers, hedge funds, family offices, wealth managers, pension funds, sovereign wealth funds, banks, and insurance companies. The company's stack is powered by IBM Watson and applies machine learning to process hundreds of financial characteristics across long data histories, using regular model retraining under human oversight for security selection, portfolio weighting, and risk management.
EquBot's product surface is anchored by AIEQ, an AI-enhanced ETF that applies adaptive learning algorithms to portfolio construction, and extends to Portfolios as a Service (PaaS), AI-Powered Indexes, Investment Signals, and ESG Solutions, which are delivered through the company's non-advisory institutional sub-brand, QuantumStreetAI. The AI pipeline combines structured-data analysis (tabular market and fundamental data) with natural language processing of financial news and reports, enabling both quantitative alpha generation and qualitative signal extraction.
The business operates a pure enterprise, direct-field-sales go-to-market. Retail-facing revenue is generated via AUM-based management fees on the AIEQ ETF, which is reported to carry one of the lowest expense ratios in the AI-enhanced ETF category. Institutional revenue is sourced from custom multi-year contracts for PaaS, Indexes, Signals, and ESG solutions, with pricing not publicly disclosed. The company is privately held with 11-50 employees, has no disclosed funding rounds or revenue figures in the source data, and is led by co-founders Chida Khatua (CEO), Art Amador (COO), and Chris Natividad (CIO).
EquBot firmographics
Firmographics- Name
- EquBot
- Legal name
- EquBot
- Website
- https://equbot.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- EquBot is a San Francisco-based fintech founded in 2017 that builds AI-driven investment products—including the AIEQ ETF, Portfolios as a Service, Indexes, Signals, and ESG Solutions—for institutional investors such as asset managers, hedge funds, and family offices, leveraging IBM Watson technology.
- Ownership category
- akta.pro rank
EquBot industry classification
Industry- Product category
- AI Investment Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management) (HDAEANAA)
- akta.pro secondary industry
- Enterprise Foundation Model Integration & APIs (Connectors, Governance, Deployment) (HDAAACAO)
Keywords
Where EquBot is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
EquBot business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations
Revenue model
- ETF Management Fees: EquBot generates revenue through its AI-enhanced ETF (AIEQ) which charges expense ratios among the lowest in the AI-enhanced ETF category. Management fees are calculated as a percentage of assets under management.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Institutional custom solutions |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
EquBot product offering
Product offeringCore offering
EquBot develops an AI-powered investment management platform that leverages IBM Watson to deliver institutional investment solutions. The company's offerings include the AIEQ AI-enhanced ETF and a suite of non-advisory institutional products—Portfolios as a Service (PaaS), AI-Powered Indexes, Investment Signals, and ESG Solutions—delivered through its QuantumStreetAI sub-brand.
Product overview
EquBot offers a platform of AI-powered investment solutions for institutional clients, centered on machine learning-driven ETFs and quantitative investment products. The core product AIEQ applies adaptive learning algorithms for security selection and portfolio management, while institutional offerings include Portfolios as a Service (PaaS), AI-Powered Indexes, Investment Signals, and ESG Solutions, all accessible through the QuantumStreetAI sub-brand platform. The company leverages IBM Watson technology to process financial data and generate investment insights, targeting asset managers, hedge funds, family offices, and wealth managers.
Differentiator
Problem solved
Functional benefit
Products and services
- AIEQ (AI Enhanced Equity ETF) An AI-enhanced exchange-traded fund that uses machine learning algorithms for security selection, portfolio weighting, and risk management. The fund applies adaptive learning under human oversight to process hundreds of characteristics across extensive data histories. Targeted at institutional investors.
- Portfolios as a Service (PaaS) Institutional investment management service providing customized AI-driven portfolio solutions for asset managers, hedge funds, family offices, wealth managers, pension funds, and sovereign wealth funds.
- AI-Powered Indexes Quantitative investment indices powered by machine learning algorithms for security selection and portfolio construction, designed for institutional investment applications.
- Investment Signals AI-generated trading signals and investment recommendations derived from machine learning analysis of market data for institutional portfolio managers.
- ESG Solutions Environmental, social, and governance focused investment solutions leveraging AI for ESG data analysis and portfolio construction for institutional investors.
Quantifiable outcome
- AIEQ among lowest expense ratios in AI-enhanced ETF category
Companies that use EquBot
Customer profileNamed customers8 records
Segments3 records
Ideal customer profiles3 records
EquBot technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability5 records
Feature2 records
EquBot partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- IBM WatsoncoreEquBot's AI solutions are powered by IBM Watson technology. This technology partnership enables EquBot to leverage Watson's AI and natural language processing capabilities for their investment and wealth management platform.
Scale indicators2 records
Recent moves5 records
Expansion highlights4 records
EquBot competitors and assessment
Company assessmentEmerging players
- TIFIN: AI-driven wealthtech platform building investment and personalization solutions for asset and wealth managers. Comparable to EquBot in applying AI to institutional and wealth management workflows, with overlapping customer segments.
- Numerai: AI-powered hedge fund using crowd-sourced machine learning models to inform equity trading decisions. Comparable to EquBot in applying machine learning to systematic investing, though operating a different crowd-based model.
Others
- Wealthfront: Automated investment (robo-advisor) platform offering AI-driven portfolio management primarily to retail and mass-affluent clients. Comparable to EquBot in using AI for portfolio construction and management, though serving a more retail customer base.
- Kensho Technologies (S&P Global): AI and NLP analytics provider for financial markets, owned by S&P Global. Comparable to EquBot through its application of NLP and ML to financial data for institutional decision support, though focused on analytics rather than portfolio management.
Direct peers
- Alpaca: AI/ML-enabled trading and investing API platform serving developers, brokers, and institutions. Comparable to EquBot in providing AI-augmented investment infrastructure and algorithmic trading capabilities.
- Qraft Technologies: AI-native asset management company operating AI-driven ETFs and quantitative investment products, with a similar product mix targeting institutional investors. Directly comparable in product category (AI ETFs) and target customer base.
Broad incumbents
- Renaissance Technologies: Pioneering quant hedge fund using statistical and ML-driven strategies for equity and derivatives trading. Comparable to EquBot as an AI/ML-driven systematic investment manager, though operating at much greater scale and with proprietary data advantages.
- Two Sigma: Established quantitative investment firm using AI, ML, and distributed computing across equities and alternative strategies. Comparable to EquBot as an AI-driven systematic investment manager serving institutional clients, but with vastly larger scale.
- BlackRock (Aladdin): World's largest asset manager with the Aladdin platform integrating AI/ML for portfolio management, risk, and analytics. Comparable to EquBot in offering AI-powered investment technology to institutional investors, but as part of a far broader product portfolio.
- Addepar: Wealth management technology platform serving family offices, advisors, and large institutional investors with portfolio analytics and reporting. Comparable to EquBot in serving family offices and wealth managers, though Addepar focuses on analytics infrastructure.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
EquBot social profiles
Digital presenceEquBot financial estimates
Financial estimateRevenue estimate
Valuation estimate
EquBot leadership team
Management profileNumber of profiles
Profiles3 records
EquBot funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
EquBot M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about EquBot
What does EquBot do?
EquBot develops an AI-powered investment management platform that leverages IBM Watson to deliver institutional investment solutions. The company's offerings include the AIEQ AI-enhanced ETF and a suite of non-advisory institutional products—Portfolios as a Service (PaaS), AI-Powered Indexes, Investment Signals, and ESG Solutions—delivered through its QuantumStreetAI sub-brand.
Is EquBot a public or private company?
EquBot is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was EquBot founded?
EquBot was founded in 2017. It employs 11 to 50 people.
Where is EquBot based?
EquBot is headquartered in San Francisco, United States, in the North America region.
How does EquBot make money?
One revenue line is on record: ETF Management Fees.
Who are EquBot's main competitors?
Emerging players on record are TIFIN and Numerai. Others are Wealthfront and Kensho Technologies (S&P Global). Direct peers are Alpaca and Qraft Technologies. Broad incumbents are Renaissance Technologies, Two Sigma, BlackRock (Aladdin) and Addepar.
Does EquBot have an API?
No public API is recorded for EquBot.
What industry is EquBot in?
EquBot's product category is AI Investment Management. Its primary akta.pro industry code is HDAEANAA, End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management), with a secondary code of HDAAACAO, Enterprise Foundation Model Integration & APIs (Connectors, Governance, Deployment). Its NAICS code is 523940 and its SIC code is 6282.