Equi is an NYC-based digital family office and alternative investment strategies platform that uses data and technology to identify and provide access to the top 0.1% of hedge fund and private credit strategies. Led by CEO Tory Reiss and CIO Itay Vinik, the firm leverages data on more than 12,600 different funds to construct portfolios. Its asset management team builds actively managed portfolios designed to preserve and compound wealth across market conditions and to be hedged in pertinent market situations. The company raised $15M in a Series A and intends to use the funds to expand operations and broaden its business reach. Equi emphasizes data-driven selection and active hedging to manage risk and pursue long-term wealth compounding. Equi offers a flagship investment fund that packages alternative assets — including hedge funds, private equity, private real estate, venture capital and niche strategies like life insurance settlements and carbon credits — into a single product for accredited investors. The fund targets annual returns of 17–23% and is designed to be held in perpetuity; investors typically allocate 5–50% of investable assets to it. Minimums have been lowered to $350,000 (down from $1 million at launch), and Equi requires accredited investor status to participate today. The company plans to eventually launch registered public funds to admit tens of thousands of investors at much lower minimums and to partner with other platforms to offer additional funds on Equi. Founders CEO Tory Reiss and CIO Itay Vinik bring fintech and hedge‑fund experience; Reiss previously co‑founded TrustToken (which raised $30M) and Vinik ran hedge fund United Global Advisors. Equi has run a beta (300 participants) and reports a waitlist representing over $800M in potential capital as it moves toward scale.

Total raised

$25M

Funding rounds

2

Latest round

Series A

Latest activity

Oct 2022