EquBot

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).

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

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

• AI investment management
• Machine learning ETF
• Portfolio analytics platform
• ESG investment solutions
• Quantitative investment indexes

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations

Revenue model

1. 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

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core 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

Named customers8 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability5 records

Feature2 records

Partnerships

One partnership is on record.

• IBM WatsoncoreTechnology or IntegrationEquBot'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

Emerging 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

• Xx.com/equbot
• Facebookfacebook.com/equbot
• LinkedInlinkedin.com/company/equbot

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about EquBot