EPIQ Capital Group is a boutique multi-family office and investment firm based in San Francisco, serving ultra-high-net-worth families and institutions. Founded in 2018 by former ICONIQ co-founder Chad Boeding, it provides bespoke family office services, private investment access, and curated partnerships. In August 2024, IEQ Capital announced its acquisition of EPIQ Capital Group.
Deal activity decreased year-over-year (1 deal in the last 12 months vs 2 prior). Average disclosed round size is $77.8M (across 23 rounds with reported amounts).
Portfolio
21
Fund Size
—
Top Stage
Series B
Last 12 Mo
1
Team
Matt Hlavacek, CFA, CFP
Managing Director
Rick Withers, CFP®
Managing Director
Christopher Jackson
Partner
Greg Forbes
Portfolio Manager
Portfolio Breakdown
Stage Distribution
Sector Distribution
Investment Activity
Portfolio
| Company | Round | Amount | Date |
|---|---|---|---|
 Pronto | Series B | $25M | Mar 2026 |
 Pristyn Care | Series D | $4M | Jul 2025 |
 Bhanzu | Series B | — | Nov 2024 |
| Bhanzu | Seed | $2M | Jan 2024 |
 Zephyr AI | Series A | $111M | Jan 2024 |
 Tenstorrent | Series D | $100M | Aug 2023 |
 Swift Navigation | Series D | $100M | Oct 2022 |
| SSalioGen Therapeutics | Series B | $115M | Jan 2022 |
 SalioGen | Series B | $115M | Jan 2022 |
 SpotOn | Series F | $300M | Jan 2022 |
 Zepto | Series C | $100M | Dec 2021 |
| AAntios Therapeutics, Inc. | Series B | $75M | Nov 2021 |
| AAntios Therapeutics, Inc. | Series A | $75M | Nov 2021 |
 Teachmint | Series B | $78M | Oct 2021 |
 Windfall Data | Series A | $21M | Mar 2021 |
 WindFall | Series A | $21M | Jan 2021 |
 Cure.fit | Series D | $75M | Jun 2019 |
 Mswipe | Unknown | $30M | Apr 2019 |
| Cure.fit | Series D | $120M | Jan 2019 |
| Mswipe | Series E | $30M | Jan 2019 |
 AheadComputing | Seed | $30M | — |
 GIVA | Series B | — | — |
| SSpotlight Therapeutics | Series B | $36.5M | — |
| SSwachh Saathi | Series B | $25M | — |
 Epirus | Series C | $200M | — |
Top Co-Investors
Last updated: 7 October 2026