EQUITIS
- Company typePrivate
- Founded2003
- HeadquartersParis, France
- Headcount11–50
- GTM typeB2B
- OfferingServices
EQUITIS firmographics
Firmographics- Name
- EQUITIS
- Website
- https://equitis.fr
- Company type
- Private
- Founded year
- 2003
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Where EQUITIS is headquartered
LocationHeadquarters
- HQ city
- Paris
- HQ country
- France
- HQ region
- Europe
Offices2 records
Markets served
EQUITIS business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Professional Services - Fund Administration: Comprehensive fund administration services for alternative investment funds including AIFM services, depositary services, fund accounting, and NAV calculation
- Corporate Administration Services: Corporate secretarial, administrative and compliance services for corporate entities
- CFO Services: Outsourced CFO and financial management services including accounting, reporting, and financial advisory
- Regulatory Compliance and Valuation: Regulatory compliance advisory and valuation services for assets and portfolios
- AML/KYC Services: Anti-money laundering and know-your-customer compliance services
- ESG Services: ESG data collection, strategy development, and reporting services
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
EQUITIS product offering
Product offeringCore offering
EQUITIS is a private equity management company providing professional investor and corporate services for the alternative assets industry. Core offerings include fiducie services under French law, AIFM depositary services, fund administration (NAV calculation, shareholder registration, regulatory reporting), CFO services, corporate administration, regulatory compliance advisory, valuation advisory, and AML/KYC services. Services are delivered through director-led teams providing back and middle-office operational support to asset managers, family offices, corporates, and institutional asset owners.
Product overview
IQ-EQ (EQUITIS) offers a unified suite of investor and corporate services for the alternative assets industry. The core offering consists of trust and fiduciary services (Fiducie under French law), AIFM depositary services, fund administration, CFO services, corporate administration, regulatory compliance, valuation advisory, and AML/KYC compliance. The platform operates as a single-vendor model enabling clients to access all services through one provider. Additional specialized services include ESG data collection, strategy, and reporting modules, as well as dedicated support for CLOs, private debt, and private equity/venture capital funds. The architecture is service-delivery based rather than software-product based, combining multiple professional service modules delivered by director-led teams with a minimum of 20 years' experience.
Differentiator
Problem solved
Functional benefit
Products and services
- Fiducie Services Secure trust and asset transfer services under French law, enabling clients to establish and manage fiducie arrangements for asset protection and succession planning.
- Alternative Investment Fund Manager (AIFM) Services Comprehensive depositary and management company services for alternative investment funds operating under AIFMD regulations.
- Fund Administration Services Full-service fund administration including NAV calculation, shareholder registration, and regulatory reporting for investment funds.
- CFO Services Outsourced chief financial officer services providing financial leadership, strategic guidance, and operational support for fund managers and corporate entities.
- Corporate Administration Services Corporate secretarial, governance, and administrative support services for companies and investment structures.
- Regulatory Compliance Services Advisory and monitoring services to ensure clients meet evolving regulatory requirements across multiple jurisdictions.
- Valuation Advisory Services Independent valuation of illiquid assets, portfolio companies, and complex financial instruments for funds and corporates.
- AML/KYC Services Anti-money laundering and know-your-customer compliance services including client due diligence and ongoing monitoring.
- Accounting and Administration Bookkeeping, financial reporting, and back-office accounting services for funds and corporate entities.
- Asset Owner Solutions Comprehensive support services for institutional asset owners including pension funds, endowments, and sovereign wealth funds.
- Asset Servicing Post-trade processing, custody oversight, and asset servicing solutions for investment portfolios.
- Capital Markets Services Advisory and operational support for capital markets activities including debt and equity issuances.
- Collateralised Loan Obligations (CLOs) Specialized structuring, administration, and management services for CLO vehicles and other structured credit products.
- ESG Services Integrated ESG advisory covering strategy, data collection, reporting, and stakeholder engagement.
- Private Debt and Credit Administration and management services for private debt funds, direct lending, and credit-focused investment strategies.
- Private Equity and Venture Capital Comprehensive fund administration, portfolio monitoring, and reporting services for PE and VC fund managers.
Companies that use EQUITIS
Customer profileNamed customers1 record
Segments6 records
Ideal customer profiles5 records
EQUITIS technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
EQUITIS partnerships and signals
Strategic signalScale indicators2 records
Recent moves1 record
EQUITIS competitors and assessment
Company assessmentDirect peers
- JTC Group: Specialist provider of fund administration, corporate services, and private client services with deep alternative asset expertise. Closely comparable service suite – fund admin, AIFM support, corporate governance – and similar mid-to-large fund manager client focus.
- Waystone: Specialist in fund governance, AIFM/ManCo services, depositary, and compliance for alternative investment funds. Directly comparable in AIFM/depositary-led offering to alternative asset managers and in cross-jurisdictional fund governance coverage.
- CSC (Fund Services): Alternative asset fund administration, depositary, and corporate services business of CSC. Directly comparable on alternative fund administration, AIFM/depositary, and corporate services for PE, VC, real estate, and credit fund managers.
- Maples Group: Provider of fund administration, fiduciary, regulatory, and corporate services with strong alternative asset manager focus in Cayman, Ireland, Luxembourg, and Jersey. Comparable on cross-border fund admin, depositary, and corporate services for PE/VC/hedge fund managers.
- Alter Domus: Specialist fund and corporate services provider focused exclusively on alternative assets (PE, real estate, private debt, infrastructure). Closely comparable customer base and service portfolio, with similar premium positioning on complex alternative fund administration.
Broad incumbents
- Citco: Long-established global fund administrator particularly strong in hedge funds and private equity. Comparable service suite (fund admin, NAV, corporate services) and customer segments, with much larger scale than EQUITIS France.
- Apex Group: One of the largest global fund administrators and corporate services providers. Directly competes across fund administration, depositary, valuation, ESG, and corporate services for alternative asset managers – the same core customer segments as EQUITIS.
- BNY Mellon (Alternative Investment Services): Global custodian and fund services arm serving hedge funds, private equity, and other alternatives. Comparable on asset servicing, fund administration, and depositary-like services, though with much broader balance sheet and scale.
- IQ-EQ Group: The global investor services parent group of which EQUITIS is the French operation. Direct organizational parent; comparable in services, customer base (fund managers, family offices, asset owners), and delivery model across 24+ jurisdictions.
- TMF Group: Global provider of fund administration, corporate secretarial, accounting, and compliance services with strong presence in France and 80+ jurisdictions. Directly comparable on services, customer base (PE/VC/RE/infra funds), and cross-border coverage model.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat2 records
Key risks6 records
Key highlights6 records
Customer concentration
EQUITIS social profiles
Digital presenceEQUITIS financial estimates
Financial estimateRevenue estimate
Valuation estimate
EQUITIS leadership team
Management profileNumber of profiles
Profiles2 records
EQUITIS funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
EQUITIS 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 EQUITIS
What does EQUITIS do?
EQUITIS is a private equity management company providing professional investor and corporate services for the alternative assets industry. Core offerings include fiducie services under French law, AIFM depositary services, fund administration (NAV calculation, shareholder registration, regulatory reporting), CFO services, corporate administration, regulatory compliance advisory, valuation advisory, and AML/KYC services. Services are delivered through director-led teams providing back and middle-office operational support to asset managers, family offices, corporates, and institutional asset owners.
Is EQUITIS a public or private company?
EQUITIS is a private company. It is classified as unknown and is currently operating.
When was EQUITIS founded?
EQUITIS was founded in 2003. It employs 11 to 50 people.
Where is EQUITIS based?
EQUITIS is headquartered in Paris, France, in the Europe region.
How does EQUITIS make money?
Six revenue lines are on record. Professional Services - Fund Administration is the primary driver. The others are corporate Administration Services, CFO Services, regulatory Compliance and Valuation, AML/KYC Services and ESG Services.
Who are EQUITIS's main competitors?
Direct peers on record are JTC Group, Waystone, CSC (Fund Services), Maples Group and Alter Domus. Broad incumbents are Citco, Apex Group, BNY Mellon (Alternative Investment Services), IQ-EQ Group and TMF Group.
Does EQUITIS have an API?
No public API is recorded for EQUITIS.