Equitrix Investment Management LLC

Equitrix’s core business focuses on U.S. stock trading, while gradually expanding into ETFs, options, IPO subscriptions, and high-net-worth asset allocation. The company has independently developed the Equitrix TradeHub™ platform, which integrates a low-latency matching engine, AI-driven risk control system, and multi-terminal support to offer investors a globally leading trading experience.

Introduction

About Us

Founded in 2020 and headquartered in Denver, Colorado, Equitrix Investment Management LLC is a financial services firm with a registered capital of USD 50 million. Its legal representative is Christopher Miller.

The company holds an MSB (Money Services Business) license issued by the U.S. Financial Crimes Enforcement Network (FinCEN) and strictly complies with regulatory requirements set by organizations such as SEC and FINRA, providing a compliant, secure, and professional investment environment for global clients.

Core Business & Products

Our Services

Access to U.S. stock market with Low-latency Matching System and AI Risk Control System

Broader asset allocation opportunities for investors.

Helping investors access high-quality IPOs in advance.

Customized asset allocation tailored to various risk preferences and return objectives.

Focused on intergenerational wealth transfer and global asset allocation.

Equitrix · Bridging Investors to Wall Street

Strategic Positioning

With its established presence in the U.S., Canada, and Europe, Equitrix is not just a U.S. stock trading firm but a bridge between North American and European capital markets.

Looking ahead, the company will continue to build a cross-border, diversified wealth management platform through regulatory compliance, financial technology, and a global network, fulfilling its brand vision of:

“Equitrix · Bridging Investors to Wall Street”

As its home base, Equitrix has deeply cultivated the U.S. stock market, covering major exchanges such as NASDAQ, NYSE, and AMEX, offering global investors direct access to Wall Street.

Focused on Toronto Stock Exchange (TSX) and Canada’s main board market, Equitrix serves both North American investors and cross-border capital flows, meeting the diverse allocation needs of institutions and individuals.

Covers key financial hubs including the London Stock Exchange, Frankfurt Stock Exchange, and Euronext, offering cross-border trading in securities, ETFs, and derivatives, enabling European investors to efficiently participate in U.S. stock and global asset allocation.

Our Strength

Technology & Compliance Advantages

Compliance Assurance

  • Holds a U.S. MSB license
  • Established comprehensive KYC/KYB and Anti-Money Laundering (AML) mechanisms
  • Fully aligned with international financial regulatory standards

Technological Leadership

  • Independently developed high-performance matching engine and AI risk control systems
  • Supports high-concurrency and low-latency trading environments

Cross-Border Expansion

  • In addition to its Denver headquarters, Equitrix is preparing to establish branches in the Asia-Pacific region (Singapore, Hong Kong) and Europe (London, Frankfurt) to build a global investment network.

Customer-Centric Approach

  • Offers tiered investment solutions for individual investors, institutional clients, and family offices, ensuring the precise fulfillment of diverse client needs.