Equira

Name

Equira

Legal name

Equira LLC

Website

https://equira.app

Company type

Private

Operating status

Operating

Ownership category

akta.pro rank

Product category

Personal Finance Portfolio Tracking Software

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Execution-Only / Self-Directed Investing Platforms (FSAAAAAI)

akta.pro secondary industry

E-commerce & Retail Recommendation Engines (HDAAAGAA)

Keywords

• Portfolio tracking app
• Personal finance software
• Investment tracking
• Wealth management tools
• Asset aggregation platform

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Software

Cost components

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

Revenue model

1. Subscription Revenue: Paid subscriptions unlock premium features within the iOS app. Subscriptions auto-renew monthly or annually unless canceled at least 24 hours before period end. Billing and payments processed entirely through Apple App Store ecosystem.
2. In-App Purchases: One-time in-app purchases may be available for specific features or content within the iOS application. All transactions processed via Apple App Store.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Equira is a mobile iOS application that unifies stocks, ETFs, cryptocurrencies, gold, mutual funds, and user-defined custom assets into a single dashboard for tracking net worth and investment performance. The app connects to users' financial accounts via Plaid for account aggregation, supports manual entry of holdings, and provides historical performance charts, allocation breakdowns, dividend income tracking, market news, sentiment data, and Top Movers. Equira does not execute trades or custody customer funds; it is a portfolio tracking and analytics product offered on a freemium subscription basis through the Apple App Store.

Product overview

Equira is a single iOS application focused exclusively on investment portfolio tracking. The app provides a unified dashboard where users can monitor their consolidated investment performance across multiple asset types including stocks, ETFs, cryptocurrencies, gold, funds, and self-defined custom assets. Core functionality includes real-time performance visualization via line charts, allocation breakdowns via pie charts, dividend income tracking, historical chart rendering via daily snapshots, and sentiment/news data sourced from market data partners. Account connectivity is enabled through Plaid's financial data aggregation service, while users can also manually input holdings or define entirely custom assets. The product operates on a subscription model with a free-tier foundation, and does not execute trades or custody customer funds.

Differentiator

Problem solved

Functional benefit

Products and services

• Equira iOS App Mobile portfolio tracking application for individual retail investors that aggregates stocks, ETFs, crypto, gold, funds, and custom assets into a unified dashboard. Users can connect accounts via Plaid, manually add holdings, and view performance, allocation breakdowns, dividend income, historical charts, news, sentiment, and Top Movers. The app operates on a freemium subscription model with billing handled exclusively through Apple App Store.

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature4 records

Partnerships

Three partnerships are on record, tiered core.

• PlaidcoreTechnology or IntegrationPlaid enables secure connections to users' financial accounts, transmitting holdings, balances, and liability data to Equira for portfolio display. Equira does not receive or store bank login credentials. Plaid acts as a separate service provider under user authorization.
• Google Firebase/FirestorecoreTechnology or IntegrationFirebase/Firestore provides cloud database and authentication services. User data is encrypted at rest and in transit. Equira also applies Firestore Security Rules for additional protection. Firebase handles account authentication (email/password) and data storage.
• ApplecoreChannel Partner/ Reseller/ DistributorApple processes all in-app purchases and subscription billing through the App Store ecosystem. Subscriptions auto-renew unless canceled via Settings > Apple ID > Subscriptions. Apple terms and policies govern billing, renewals, cancellations, and refunds.

Recent moves5 records

Expansion highlights4 records

Direct peers

• CoinStats: CoinStats is a crypto-centric portfolio tracker that has expanded into stocks and DeFi, with mobile apps and a freemium subscription model. It overlaps Equira on the crypto + traditional assets unified dashboard use case for retail users.
• Kubera: Kubera is a subscription portfolio tracker focused on aggregating unusual assets—including crypto, real estate, domains, and traditional brokerages—into one net-worth view. It directly parallels Equira's multi-asset, custom-asset tracking approach for retail investors.
• Empower (formerly Personal Capital): Empower offers multi-asset portfolio tracking, net-worth dashboards, and retirement/fee analytics for retail investors via web and mobile. It is the most direct functional comparison to Equira's unified tracking of stocks, ETFs, crypto, and other holdings, though Empower adds human advisory and cash management.
• Sharesight: Sharesight is a portfolio tracking service for stocks, ETFs, mutual funds, and crypto with dividend reporting and performance analytics. It targets a similar retail investor audience and provides the kind of consolidated performance and dividend views Equira offers.
• Monarch Money: Monarch Money is a subscription-based, modern personal finance and investment tracking app aggregating accounts across institutions. It targets the same retail investor segment as Equira with similar freemium-to-paid onboarding and unified dashboard functionality.
• Delta: Delta is a mobile-first investment tracker covering stocks, ETFs, crypto, NFTs, and forex with portfolio analytics and watchlists. It is highly comparable to Equira in target user, mobile-only distribution model, and multi-asset scope.

Broad incumbents

• Betterment: Betterment is a leading robo-advisor with portfolio tracking, goal-based planning, and asset allocation views inside its app. It addresses the same self-directed retail investor with a broader advisory and managed-portfolio offering.
• M1 Finance: M1 Finance combines self-directed investing with portfolio visualization and automated rebalancing for retail investors. Its app-based tracking and allocation views overlap Equira's value proposition, though it adds execution and lending capabilities.
• Robinhood: Robinhood is a major retail brokerage whose mobile app includes built-in multi-asset portfolio tracking across stocks, ETFs, options, and crypto. It overlaps Equira's tracking use case but bundles it with execution, which limits the standalone appeal of pure trackers.
• Wealthfront: Wealthfront is an established automated investing and cash management platform whose app includes portfolio tracking, allocation views, and performance analytics. It competes broadly for the same retail investor attention, with much deeper monetization via AUM fees.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

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 Equira