Kevin Bhatt, Board Member at EQIS - Reinventing Wealth Management

Kevin Bhatt

Board Member at EQIS - Reinventing Wealth Management | New York, New York, United States

Profile last verified June 2026
Financial Services Verified Profile New York, New York, United States
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Personal Email

***@mba2006.hbs.edu

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Phone Number

+19*****

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ContactOut Insights AI Generated

Kevin Bhatt serves as Managing Partner at Long Ridge, a New York-based growth equity firm dedicated to financial technology and business technology investments. He simultaneously holds a Board Member position at EQIS, an organization focused on modernizing wealth management operations. Through his executive role at Long Ridge, he directs capital deployment and strategic partnerships for portfolio companies, leveraging the firm’s track record of backing high-growth innovators since its 2007 inception.

BEST APPROACH TO REACH Kevin Bhatt

Initiate contact via personal email by sharing a brief market analysis aligned with his wealth management focus and requesting a 15-minute introductory call to discuss board advisory opportunities.

Kevin Bhatt Socials
Kevin Bhatt Work Experience

Board Member at EQIS - Reinventing Wealth Management in February 2016 - Present

Member at YPO in March 2021 - Present

Board Member at SoftWorks AI in August 2021 - Present

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Board Member at Ripjar in September 2020 - Present

Board Member at ProcessUnity in October 2018 - Present

Board Member at Drawbridge in March 2021 - Present

Managing Partner at Long Ridge Equity Partners in March 2010 - Present

Board Member at Broadway Technology in April 2017 - October 2023

Board Member at SALI Fund Services in April 2018 - November 2021

Board Member at Carson Group in May 2016 - June 2021

Board Member at BROWZ LLC in December 2012 - February 2019

Board Member at Stonegate Mortgage Corporation (NYSE: SGM) in March 2012 - May 2017

Vice President at AEA Investors LP in July 2006 - March 2010

Associate at TH Lee Putnam Ventures in January 2002 - January 2004

Business Analyst at McKinsey & Company in January 2000 - January 2002

Kevin Bhatt’s Colleagues
Jim Brown

Jim Brown

New York, New York, United States

Managing Partner at Long Ridge Equity Partners

Managing Director at TH Lee Putnam Ventures
(Jan 1999 – Present)

Angad Singh

Angad Singh

New York, New York, United States

Partner at Long Ridge

Growth Equity
Board Director or Investor at the following portfolio companies: Ametros (sold to Webster Bank), BlueTarp (sold to Capital One), Broadway Technology (sold to Ion), Browz (sold to Avetta/WCAS), Carson Group (exited to Bain Capital), Eqis, MessageGears, Neighborhoo...

Katherine Hu

Katherine Hu

New York City Metropolitan Area

Investor at Long Ridge Equity Partners

Financial + business tech and services

Ben Hilkert

Ben Hilkert

New York, New York, United States

Growth Equity at Long Ridge

Portfolio: FP Transitions, OnCorps AI, RFG Advisory, Ripjar LTD, Treez, ProcessUnity

Focus areas include wealth management, vertical software, tech-enabled services and payments

Paige Schultz

Paige Schultz

New York, New York, United States

Growth Equity Investor @ Long Ridge

Growth Equity
Portfolio: QX Global, MessageGears
Focus areas include capital markets, tech-enabled services and GRC

Paulina Karpis

Paulina Karpis

New York, New York, United States

VP Platform at Long Ridge Equity Partners

VP Platform at Long Ridge Equity Partners
(Sep 2025 – Present)

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Frequently asked questions about Kevin Bhatt

What is Kevin Bhatt email address?

Email Kevin Bhatt at [email protected], [email protected] and [email protected]. This email is the most updated Kevin Bhatt's email found in 2026.

How to contact Kevin Bhatt?

To contact Kevin Bhatt send an email to [email protected], [email protected] or [email protected].

What industry does Kevin Bhatt work in?

Kevin Bhatt works in the Financial Services industry.

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