Equity Shift

Provider of compliance management solutions for wealth managers

placeRaleigh, North Carolina, United States calendar_todayFounded 2019 groups10 employees language equityshift.com

Registered entities

Innovation

6 patent families (6 granted) — focus: Physics & computing, Electricity & electronics; filing pace steady. Cited 2,708 times.

YearFilings
20191
20202
20212
20223
20235
20246
20256

Social engagement

Social engagement: 881 social following, 9 posts in the last 12 months — below the industry typical range.

Investor mix

1 investor on record.

Investor typeCountShare
Venture capital1100%

Recent activity

18 Jun 2026
Recognition
15 Jun 2026
Partnership
John Weyers
4 Jun 2026
Partnership
Palasta Falzon Eckel
Coming soon