# EQUITYFTW

EQUITYFTW is an Asset Manager based in San Jose, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** San Jose, United States
- **Region:** North America
- **Address:** San Francisco, CA, United States
- **Assets under management:** Undisclosed
- **Website:** equityftw.com
- **LinkedIn:** https://www.linkedin.com/company/equityftw

## Regulatory record

- **CRD number:** 331508
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/331508

## About

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.

## Sectors

- FinTech
- Enterprise Software
- AI/ML
- Real Estate

## People

- Amr Aly — Founder and Managing Partner

## 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.

## Related profiles

- [Wise Financial Services](https://altss.com/profile/wise-financial-services-llc)
- [Equator Africa](https://altss.com/profile/equator-africa)

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Last updated: 2026-08-11T15:06:42.396Z

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