Equitybee Securities, LLC

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
12
Avg account
$0

Firm details

Headquarters
Palo Alto, California
CRD number
41896
Registered since
January 20, 1997

Firm profile

FINTRX

Overview

Equitybee Securities, LLC is organized as a limited liability company and has been registered with the SEC since 1997. The firm’s profile in the source dataset is concise: it is categorized as "Unclassified," its ownership is recorded as a combination of a domestic entity and an individual, and it is not identified as a capital allocator. The record also flags several negative attributes rather than service lines: the firm is not listed as an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant and not a related adviser. The dataset provides no granular detail about advisory services, fee arrangements, or specific business activities.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Matthew Levinson

    Matthew Levinson

    Chief Compliance OfficerCRD 2972310

  • Michelle Kaiser

    Michelle Kaiser

    CEOCRD 5880443

Contacts

3 of 10
  • Lior Furas

    Lior Furas

    Private Equity ManagerCRD 7604947

  • Adi Zalcman

    Adi Zalcman

    Account ExecutiveCRD 8202255

  • Liroy Peri

    Liroy Peri

    Vice President, Investor RelationsCRD 8134025

Unlock 7 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Palo Alto, CA

Santa Clara

Location

Palo Alto, CA

Headquartered in Palo Alto, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Santa Clara
Address
955 Alma St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth