Alan Zafran

IEQ Capital is Registered Investment Advisor, with $45.9B of Collectively Managed RAUM, seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, and to generate exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations. *As of 09/30/2025, IEQ Capital, LLC (“IEQ”) manages $45.9 Billion in RAUM. IEQ RAUM as of 12/31/2024 as reported in IEQ Capitals Form ADV filed in May 2025 totaled $35.4 billion. This is for general informational purposes only and does not constitute investment, legal, or tax advice. Nothing here should be considered an offer to sell or a solicitation to buy any security or financial product from IEQ or any entity. Content should not be relied on for business, investment, or other decisions. IEQ’s products and services are intended for U.S. residents only and are not offered where unlawful.

First Republic is now part of JPMorgan Chase. Our commitment to provide extraordinary client service has not changed. Our mission continues to be understanding your individual needs and responding with personalized solutions. Our service model is now backed by the strength and stability of JPMorgan Chase, an institution that has been a leader in financial services for more than 200 years. See full social media terms and conditions at chase.com/socialterms.

Founded in 1980, WTI has provided over $6 billion of debt and equity capital to technology and life science companies ranging from early-stage private companies to publicly-traded companies. Our investments range from $250 thousand to over $25 million and are structured as fully usable, unrestricted growth capital. As a private firm with a track record of success through many economic cycles, WTI has an exceptionally stable capital base which allows us to be highly responsive, risk tolerant and creative in addressing each company’s unique capital requirements. Our team’s successful investment track record and extensive business experience ensures that we fully understand the unpredictability inherent in growth businesses, resulting in WTIs consistently strong alignment with a company’s management team and equity investors.