Company
EquityStat
Investment portfolio application
Listed on Gregslist since 2022 · Report a correction
About
EquityStat provides browser-based software for individual investors to monitor stocks, mutual funds and ETFs across brokerage accounts. Users can import transaction files, track returns and dividend income, compare performance against market indexes, and generate IRS Form 8949 from their records.
Leaders
Key facts
- Region
- Dallas
- Dallas relationship
- Headquartered in Dallas
- Headquarters
- Dallas, TX
- Employees
- Startup · 1–10 employees
- Founded
- 2014
- Vertical industry
- Financial Services
- Category
- Data & Analytics
- Funding type
- Bootstrapped
Frequently asked questions about EquityStat
Where is EquityStat headquartered?
EquityStat is headquartered in Dallas, TX.
When was EquityStat founded?
EquityStat was founded in 2014.
Who founded EquityStat?
EquityStat was founded by Karl Swierenga.
