EQM Indexes
EQM Indexes was a San Diego-based provider of thematic and alternative financial indexes for the wealth management and investment industry. Founded in 2016, the company was acquired by VettaFi and now operates under VettaFi's issuer services division.
- Company typePrivate
- Founded2016
- HeadquartersSan Diego, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
EQM Indexes firmographics
Firmographics- Name
- EQM Indexes
- Legal name
- EQM Indexes
- Website
- https://eqmindexes.com
- Company type
- Private
- Founded year
- 2016
- Operating status
- Acquired
- Headcount range
- 1–10 employees
- Short description
- EQM Indexes was a San Diego-based provider of thematic and alternative financial indexes for the wealth management and investment industry. Founded in 2016, the company was acquired by VettaFi and now operates under VettaFi's issuer services division.
- Ownership category
- akta.pro rank
EQM Indexes industry classification
Industry- Product category
- Financial Index Services
- NAICS
- Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- ESG Indexing & ESG ETFs (Rules-Based ESG Benchmarks and Passive Products) (FSAAALAE)
- akta.pro secondary industry
- ESG Data, Ratings & Research (Providers, Methodologies, Analytics) (FSAAALAJ)
Keywords
Where EQM Indexes is headquartered
LocationHeadquarters
- HQ city
- San Diego
- HQ country
- United States
- HQ region
- North America
Markets served
EQM Indexes business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations
EQM Indexes product offering
Product offeringCore offering
EQM Indexes designed and managed thematic and alternative financial indexes for the investment industry, focused on capture-investment and wealth-management themes. The firm provided proprietary index intellectual property that asset managers, advisors, and product issuers could license to underpin investment products such as ETFs and structured products. Following acquisition by VettaFi, the EQM Indexes line is delivered through VettaFi's issuer services division.
Differentiator
Problem solved
Functional benefit
Products and services
- EQM Thematic Indexes
Companies that use EQM Indexes
Customer profileIdeal customer profiles1 record
EQM Indexes technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
EQM Indexes partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- VettaFiEQM Indexes has been acquired by VettaFi. The company is now operating under VettaFi's issuer services division, specifically under their thematic indexing services. Users are being redirected to VettaFi.com for issuer services indexing information.
EQM Indexes competitors and assessment
Company assessmentBroad incumbents
- MSCI: MSCI is a global index provider with extensive thematic, ESG, and alternative index families. It is a broad incumbent that competes with EQM's indexing focus, though at much larger scale and across many more benchmark categories.
- VettaFi: VettaFi is a major indexing, data, and issuer services platform that acquired EQM Indexes. It is the most directly comparable company because it operates the same thematic indexing and issuer services business that EQM specialized in, but at vastly greater scale and with a broader product portfolio.
- Bloomberg Indices: Bloomberg's index business offers multi-asset and thematic benchmarks to institutional clients. It is a broad incumbent operating in the same index licensing and benchmarking space EQM targeted.
- ICE (NYSE / ICE Index Services): ICE operates ICE Fixed Income and equity index businesses and serves the same ETF issuer and asset manager clients as EQM targeted. It is a broad incumbent peer in the index and benchmarking space.
- S&P Dow Jones Indices: S&P Dow Jones Indices operates flagship and thematic index families such as S&P 500 and various thematic/ESG benchmarks. It is a broad incumbent competitor in the same index-licensing ecosystem that EQM served.
- FTSE Russell: FTSE Russell provides a wide range of global, thematic, and ESG indices used by ETF issuers and asset managers. It is a broad incumbent that competes with EQM in the same index-licensing market but with a much broader product footprint.
- Morningstar Indexes: Morningstar Indexes provides broad index families including thematic and sustainability benchmarks. It is a broad incumbent peer competing for the same type of index licensing relationships with ETF sponsors and asset managers.
- STOXX (Deutsche Börse): STOXX develops and markets more than 18,000 indices, including thematic and ESG variants, and licenses them to global ETF issuers. It is a broad incumbent peer operating in the same index-licensing ecosystem.
Direct peers
- CRSP (Center for Research in Security Prices): CRSP provides investment research and stock market indexes widely used by ETF issuers, including Vanguard's flagship funds. It is a direct peer because both CRSP and EQM are independent index providers licensing benchmarks to product issuers.
- Solactive: Solactive is a German index provider that specializes in custom and thematic indices for ETF issuers and asset managers, closely overlapping with EQM's thematic and alternative index business. Both compete for the same third-party index licensing relationships with product issuers.
Market position
Customer concentration
EQM Indexes social profiles
Digital presenceEQM Indexes financial estimates
Financial estimateRevenue estimate
Valuation estimate
EQM Indexes leadership team
Management profileNumber of profiles
Profiles1 record
EQM Indexes funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
EQM Indexes 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 EQM Indexes
What does EQM Indexes do?
EQM Indexes designed and managed thematic and alternative financial indexes for the investment industry, focused on capture-investment and wealth-management themes. The firm provided proprietary index intellectual property that asset managers, advisors, and product issuers could license to underpin investment products such as ETFs and structured products. Following acquisition by VettaFi, the EQM Indexes line is delivered through VettaFi's issuer services division.
Is EQM Indexes a public or private company?
EQM Indexes is a private company. It is classified as corporate owned and is currently acquired.
When was EQM Indexes founded?
EQM Indexes was founded in 2016. It employs 1 to 10 people.
Where is EQM Indexes based?
EQM Indexes is headquartered in San Diego, United States, in the North America region.
Who are EQM Indexes's main competitors?
Broad incumbents on record are MSCI, VettaFi, Bloomberg Indices, ICE (NYSE / ICE Index Services), S&P Dow Jones Indices, FTSE Russell, Morningstar Indexes and STOXX (Deutsche Börse). Direct peers are CRSP (Center for Research in Security Prices) and Solactive.
Does EQM Indexes have an API?
No public API is recorded for EQM Indexes.
What industry is EQM Indexes in?
EQM Indexes's product category is Financial Index Services. Its primary akta.pro industry code is FSAAALAE, ESG Indexing & ESG ETFs (Rules-Based ESG Benchmarks and Passive Products), with a secondary code of FSAAALAJ, ESG Data, Ratings & Research (Providers, Methodologies, Analytics). Its NAICS code is 523940 and its SIC code is 6282.