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IEQ Capital Opens New San Francisco Office, Expanding Bay Area Presence

IEQ Capital (PRNewsfoto/IEQ Capital)

News provided by

IEQ Capital

Oct 03, 2025, 18:44 ET

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SAN FRANCISCO, Oct. 3, 2025 /PRNewswire/ -- IEQ Capital announced today the opening of a new office at 525 Market Street in San Francisco, California, marking the firm's third Bay Area location. This expansion builds on IEQ's headquarters in Foster City and the recent opening of its Lafayette office. 

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IEQ San Francisco Office
IEQ San Francisco Office

The new San Francisco office underscores IEQ Capital's continued growth and commitment to serving ultra-high-net-worth families, entrepreneurs, and institutions across the Bay Area. By expanding its presence, IEQ is positioned to strengthen client relationships and deliver direct access to the firm's broad platform of public and private investment opportunities. 

Aaron Price, Partner at IEQ Capital , commented, "Opening a San Francisco office reflects the evolution of our firm and the importance of the Bay Area to our clients. With three locations across the region, we are expanding our ability to meet families and entrepreneurs where they are, while continuing to provide the expertise and resources they expect from IEQ." 

Megan Whyte, Partner and Chief Client Officer at IEQ Capital , added, "San Francisco represents an important step in IEQ's expansion. Having a presence in the city allows us to be even more connected to our clients' day-to-day lives and businesses and ensures we can collaborate closely as they navigate complex financial decisions." 

About IEQ Capital
Founded in 2019, IEQ Capital was established by a team of advisors and entrepreneurs dedicated to delivering independent, sophisticated advisory services to high-net-worth individuals and families. IEQ combines institutional access with personalized planning to support long-term wealth creation. The firm provides tailored investment strategies across public and private markets, estate and tax planning support, and family office services for those who qualify nationwide. With offices in Foster City, Lafayette, and now San Francisco, IEQ continues to expand its mission of creating lasting value for clients across the Bay Area and throughout the country. 

SOURCE IEQ Capital

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