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EQUITYFTW

EquityFTW (Equity For The Win) is Silicon Valley’s advice-only, fee-only financial planning firm and an advice-only RIA. It helps tech employees make smarter...

EQUITYFTW

EquityFTW (Equity For The Win) is Silicon Valley’s advice-only, fee-only financial planning firm and an advice-only RIA. It helps tech employees make smarter decisions with equity compensation, emphasizing clear communication and straightforward, actionable advice, and publishes content that makes equity compensation understandable.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

City

San Jose

Corporate office

San Francisco, CA, United States

Principals

Amr Aly

Founder and Managing Partner

Sector focus

FinTechEnterprise SoftwareAI/MLReal Estate

Frequently asked questions

Who runs investment decisions at EQUITYFTW?

Founder and Managing Partner Amr Aly directs all investment decisions. The firm operates without a public investment committee or external board, keeping strategy and execution under a single decision-maker.

How does EQUITYFTW source its venture deals?

The firm draws on its San Francisco location for access to early-stage technology deal flow. It participates directly in seed and Series A rounds, co-investing alongside institutional venture funds, though specific sourcing channels are not publicly detailed.

What investment stages does EQUITYFTW target in venture?

The firm concentrates on early-stage rounds—seed and Series A—in FinTech, enterprise software, and AI/ML companies. It does not publicly describe later-stage, growth-equity, or pre-IPO participation.

How does EQUITYFTW's real estate investing work alongside the venture portfolio?

Unlike most venture firms that avoid direct property exposure, EQUITYFTW acquires and manages commercial and residential real estate alongside its technology equity positions. This structure lets a single principal rebalance across asset classes without external governance constraints.

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