New Client Announcement

Premier Multi-Family Office and Investment Management Firm Bolsters Client Engagement with Equilar ExecAtlas

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EPIQ Capital Group, a leading multi-family office and investment firm that manages diverse client interests, has adopted Equilar ExecAtlas to fortify its client engagement efforts.

Equilar ExecAtlas strengthens EPIQ Capital Group’s efforts to:

Expand Its Network: Identify “who-knows-who” by leveraging public organization data.

Track Executive Milestones: Customize engagement strategy based on future events.

Tap Market Intelligence: Track appointments and departures across networks.

Equilar ExecAtlas has been instrumental in deepening our engagement with clients. By integrating seamlessly with Salesforce, it enables our team to not only pinpoint key contacts across the organization, but also to cultivate and leverage our robust network of relationships. The high-quality interactions facilitated by ExecAtlas are pivotal, opening new avenues for deeper client connections.

Christine Leong Connors
President and Partner, EPIQ Capital Group

"We are thrilled to welcome EPIQ Capital Group to the Equilar ExecAtlas community," said David Chun, CEO and Founder of Equilar. "Our collaboration represents a major advancement not only for EPIQ but also for Equilar as we continue to set the standard in executive intelligence solutions. This partnership exemplifies our commitment to empowering clients with the tools they need to transform their existing strategies and networks to deepen client engagement."

What is ExecAtlas?

Equilar ExecAtlas is a cloud-based relationship intelligence platform that combines robust search capabilities, diverse profiles, and network connections. Firms are empowered to source and research high-performing leadership as one of the cornerstones for success and long-term growth.