Founded in New York. Built on trust. Driven by results.
EquityNex was founded in 2006 in the heart of New York City with a simple mission: democratize access to institutional-quality financial services. What started as a small boutique advisory firm has grown into a trusted financial partner serving over 12,000 clients nationwide.
Our founding team brought together decades of experience from Wall Street's most respected institutions, combining deep market knowledge with a commitment to putting clients first. Over the years, we have navigated multiple market cycles, helping our clients preserve and grow their wealth through every economic climate.
Today, EquityNex manages over $4.2 billion in assets and continues to innovate with proprietary technology while maintaining the personalized service that has always defined our firm.
To empower individuals and institutions to achieve financial success through expert guidance, innovative strategies, and unwavering commitment to our clients' best interests. We strive to make sophisticated financial management accessible to everyone.
To be the most trusted financial services firm in America, setting the standard for transparency, performance, and client satisfaction. We envision a world where everyone has the tools and knowledge to build lasting financial security.
The principles that guide every decision we make and every relationship we build.
We operate with complete transparency, putting our clients' interests ahead of all else. Trust is the foundation of every relationship we build.
We leverage cutting-edge technology and data analytics to deliver superior investment outcomes and a seamless client experience.
Clear communication, straightforward fee structures, and honest reporting ensure our clients always know where they stand.
We are committed to continuous improvement, both for our clients' portfolios and our own capabilities as a firm.
Experienced leaders dedicated to your financial success.
Chief Executive Officer & Co-Founder
With over 30 years of experience in investment management, James leads EquityNex's strategic vision. Previously a Managing Director at Goldman Sachs, he founded EquityNex to bring institutional-quality wealth management to a broader audience.
Chief Investment Officer
Amanda oversees all investment strategies and research at EquityNex. A CFA charterholder with 25 years of experience, she previously led portfolio management at BlackRock and has been recognized as one of the top investment strategists in the industry.
Chief Operating Officer
Michael manages daily operations, technology, and client experience. He brings 20 years of operational leadership from JPMorgan Chase and has been instrumental in building EquityNex's award-winning client service platform.
Regulatory Compliance
EquityNex is a registered financial services company operating under U.S. financial regulations. We are committed to the highest standards of compliance, transparency, and client protection. Our firm is registered with the SEC and FINRA, and all client accounts are protected by SIPC insurance.