Eqvesta keeps your capital in order the way you would, and it never clocks off. It watches the dates that cost money when you miss them, and puts the paperwork in front of you before they close.
We never touch your money. No custody, no transfers, no trading on your behalf. The decision and the execution stay with you.
A family office starts paying for itself somewhere north of $50 million. Private banking, at one to five. Below that nobody takes the meeting, so you become your own back office: a spreadsheet, a couple of consultants who each see one slice, and the assembling done by you on a Sunday evening. Or tomorrow.
Tick the ones that are yours.
Join the waitlistEqvesta is the operating layer between what you own and the decisions you need to make. Not a bank, not an adviser, not a budgeting app. It is built in three layers, and we are honest below about which of them exists today.
One picture of everything you own. The calendar of tax and operational dates, federal and state, with the rule each one comes from. Documents assembled and ready to hand to whoever signs them.
Instead of $6,000–18,000 a yearwhat a bookkeeper costs, and a bookkeeper does not watch the dates
A showcase of deals across real estate, venture, private equity, private credit and digital assets, drawn from our partners' books and put through our own diligence before any of it reaches you. For each one: what it is, what it costs you, what has to be true for it to work, and what would have to go wrong. Surfaced and explained, never recommended and never sold to you by us.
Instead of 1–3% per placementwhat a product desk embeds in the instrument, where you never see it. We take none of it
The full bench: due diligence, screening, portfolio analytics, risk, macro. Diversification across asset classes and jurisdictions, argued rather than asserted. This layer waits on the regulatory perimeter.
Instead of a full-time hirethe research desk a family office staffs, at a fraction of one salary
Whatever the price becomes later, the first hundred people on the waitlist keep $99 for as long as they stay. No percentage of assets, ever.
The bench
A real family office is a dozen salaries before anyone has bought anything. Here that org chart is nineteen roles, each with one job, one method, and a written record of how it reached its answer. Which ones you get depends on the tier. Marked below: what runs today, what is still on paper.
What it stands in for
Annual US cost, for someone in this range who is doing it properly. The last bar is us.
Ranges are typical US market rates for the services described, not quotes, and not a promise that Eqvesta replaces any of them. Bar lengths are proportional to the upper end of each range.
A short list, written down before we have customers, so it is harder to quietly change later.
No custody, no transfers, no trading on your behalf. Your assets stay exactly where they are, in your name, and we have no ability to move them.
No fund, no insurance, no structured note, no placement fee and no referral commission. Nothing we show you pays us on the other side.
What you pay is flat. It does not go up because your portfolio did, which means we are never paid more for telling you to hold more.
We track the dates and assemble the documents. A licensed CPA or EA takes the position and signs it. We are not a tax return preparer.
Eqvesta Inc. is not a registered investment adviser or a broker-dealer. Nothing on this page is investment, tax or legal advice. The advisory layer stays off until the regulatory perimeter is settled.
Read-only imports are opt-in, one institution at a time, and are on the roadmap rather than in the product. They will never be a condition of talking to us.
Waitlist
Tell us where your financial life is getting harder to hold in your head. Your email, and whatever you ticked further up this page. Nothing else, and nothing sold on.
We read these ourselves. You will hear back from Denis within a few days — a real email, written by a person, not the first of nine.
First 100 get $99/mo for life. Early access opens to the waitlist first.
