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Wealth Utilities

Equipt

Equipt: Streamlining Custodial Investment Management.

"Equipt is a custodial platform designed to streamline investment management operations for Registered Investment Advisors. It provides tools for account management, trading, reporting, and compliance, enabling firms to efficiently manage client assets and meet regulatory requirements."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #475 in Wealth Utilities
Validated Adoption
1 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Multi-custodial account aggregation
Automated trade reconciliation
Integrated reporting
Streamlined data management
Workflow automation tools

Primary Use Cases

Automating account reconciliation
Generating consolidated client reports
Monitoring asset allocation across custodians

Agentic Intelligence Briefing

"Equipt simplifies custodial investment management by automating key workflows and providing a unified view of client accounts across multiple custodians."

Real-time Forensic Synthesis

Competitive Strengths

Streamlines custodial platform management
Potentially integrates data across multiple custodians
Offers a centralized view of client assets

Adoption Hazards

Pricing is not readily available which can deter some users
Integration with existing systems may require custom development
Feature set not fully defined without further information

Stack Compatibility Profile

How Equipt integrates into institutional RIA stacks.

1 Firms Analyzed
Couple
100%
Stack Correlation
Comply
100%
Stack Correlation
Financial Advisors
100%
Stack Correlation
Bill.com
100%
Stack Correlation
Bill
100%
Stack Correlation
BNA
100%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
RIAs managing client assets across multiple custodians
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Addepar
2Black Diamond

Value Proposition

"Equipt simplifies multi-custodial management, providing a unified view of your clients' assets and streamlining your operational workflows."

Audit Your RIA Stack

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