EQUITY SHIFT, INC.

Overview

Equity Shift, Inc. is a corporation that registered with the SEC in 2021. Publicly available metadata classifies the firm as “unclassified,” and ownership is listed as a mix of a domestic entity and an individual. The firm is not identified as a capital allocator and is marked as not being an active ESG investor. It is also not designated as a multi-state adviser. There is minimal disclosure about the firm’s business lines, advisory activities, client types, fee arrangements, or affiliations. FINTRX notes do not provide details on investment strategy, target client segments, or service offerings, which limits any assessment of how the firm positions itself in the wealth management market.

Assets & Accounts

Location & Offices